Retirement Plan for Employees of the Charles Stark Draper Laboratory, Inc.
Corporate pension, based in Cambridge, Massachusetts, reporting $93.8M in assets, for 689 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Retirement Plan for Employees of the Charles Stark Draper Laboratory, Inc. no longer reports Mercer Global Low Volatility Equity (last held $1M at 2024-06-30; absent from the 2025-06-30 filing).
30 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Long Strips Fixed Income3 commitments
- Mercer Emerging Markets Equity Port3 commitments
- Mercer Active Intermediate Credit F3 commitments
- Mercer Investments LLC30 commitments
- State Street Global Advisors Trust3 commitments
Relationship network
30 connected entities33 observed commitments13 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.0%
- Insurance company general account 0.8%
- Common/collective trusts 99.2%
Consultants and advisers
- Mercer Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Mercer Investments LLC30 rows, latest Jun 30, 2025
- State Street Global Advisors Trust3 rows, latest Jun 30, 2025
- Mercer Investments LLCplan years
- Mercer Investments LLCplan years 2023
What changed
- Jun 30, 2025Holding endedinferenceRetirement Plan for Employees of the Charles Stark Draper Laboratory, Inc. no longer reports Mercer Global Low Volatility Equity (last held $1M at 2024-06-30; absent from the 2025-06-30 filing)with Mercer Global Low Volatility Equityaskebsa.dol.gov
- Jul 1, 2024Funded status changedRetirement Plan for Employees of the Charles Stark Draper Laboratory, Inc. funded ratio 103.1% -> 96.8% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceRetirement Plan for Employees of the Charles Stark Draper Laboratory, Inc. no longer reports Mercer Ultra Long Duration Portfoli (last held $1M at 2023-06-30; absent from the 2024-06-30 filing)with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
- Jul 1, 2023Funded status changedRetirement Plan for Employees of the Charles Stark Draper Laboratory, Inc. funded ratio 108.6% -> 103.1% (2022-07-01 to 2023-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Mercer Long Strips Fixed Incomecollective trust | Mercer Investments LLC | Fixed income | $7.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Mercer Emerging Markets Equity Portcollective trust | Mercer Investments LLC | Public equity | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Mercer Active Intermediate Credit Fcollective trust | Mercer Investments LLC | Private credit | $11.5M held | Disclosed holding | askebsa.dol.gov |
+30 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 689 | $93.3M | $93.1M | 96.8% | $93.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 695 | $92.9M | $93.3M | 103.1% | $93.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 705 | $93.7M | $89.5M | 108.6% | $92.9M | Not disclosed | Not disclosed | Not disclosed |
- Mercer Investments LLC codes 50 51 52 $185,567 PY2024
- Tiaa codes 12 38 50 $60,500 PY2024
- Mercer US Small/mid Cap Equity Port Sched. D C $1.5M PY2024
+41 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement Plan for Employees of the Charles Stark Draper Laboratory, Inc. sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2025-06-30source on record
- Funded status changed2024-07-01source on record
- Holding in a pooled vehicle ended2024-06-30source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+4 connections on the graph
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