Corporate pension in Mississippi
Corporate pension, based in Tupelo, Mississippi, reporting $187M in assets, for 938 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Sep 30, 2025, Holding ended.
This allocator's name, 3 more commitments and 1 more dated event
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- Fidelity 500 Index2 commitments
- Massmutual US Govt Mny Mkt R52 commitments
- Massmutual Mid Cap Growth I1 commitment
Relationship network
31 connected entities6 observed commitments2 repeat counterparties5 dated commitments shown here, 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
›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 2.8%
- Non-interest-bearing cash 0.4%
- Insurance company general account 6.3%
- Pooled separate accounts 0.1%
- Registered investment companies 90.0%
Consultants and advisers
People
Manager roster
- Cbiz Iasplan years 2023
What changed
- Sep 30, 2025Holding endedinference
- Oct 1, 2024Funded status changeddown 3 pointsaskebsa.dol.gov
- Oct 1, 2024Assets changed$25.3Maskebsa.dol.gov
- Sep 30, 2024Holding endedinference
- Sep 30, 2024Holding endedinference
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Fidelity 500 Indexseparate account | Massachusetts Mutual | Pooled vehicles | $102,564 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $53,399 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Fidelity 500 Indexseparate account | Massachusetts Mutual | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov |
+3 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 Sep 30, 2025 | 938 | $175M | $184M | 88.0% | $187M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 909 | $150M | $177M | 91.2% | $175M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 884 | $140M | $166M | 92.4% | $150M | Not disclosed | Not disclosed | Not disclosed |
- Cbiz Retirement and Investment Serv codes 10 11 17 50 $170,275 PY2024
- Cbiz Ias codes 51 $102,000 PY2024
- Benefit Trust codes 64 $45,490 PY2024
+53 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: managers.
Record history
- Holding in a pooled vehicle ended2025-09-30source on record
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
+3 more changes 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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