Retirement Plan for Employees of Ocean Spray Cranberries, Inc.
Corporate pension, based in Lakeville-Middleboro, Massachusetts, reporting $225M in assets, for 2,038 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Sep 2024, Retirement Plan for Employees of Ocean Spray Cranberries, Inc. funded ratio 96.8% -> 92.0% (2023-09-01 to 2024-09-01).
2 more managers, 27 more commitments and 9 more dated events
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- State St S&p 500 Flagship Sec Lendi3 commitments
- Long US Credit Indx Nl Fund3 commitments
- Ssga Long US Treasury Index Nl Fund3 commitments
- State Street Global Advisors Trust Company19 commitments
- Nepc, LLC8 commitments
- Blackrock Institutional Trust Company, N.A.1 commitment
Relationship network
44 connected entities30 observed commitments14 repeat counterparties28 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
- 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 0.7%
- Common/collective trusts 98.4%
- Registered investment companies 0.9%
Consultants and advisers
- AON Consulting, Inc. Actuarythrough Aug 31, 2023 Form 5500
- Aon Actuarythrough Aug 31, 2023 Form 5500
- State Street Bank & Trust Company Trusteethrough Aug 31, 2023 Form 5500
People
Manager roster
- State Street Global Advisors Trust Company19 rows, latest Aug 31, 2025
- Nepc, LLC8 rows, latest Aug 31, 2025
- Blackrock Institutional Trust Company, N.A.1 row, latest Aug 31, 2023
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Nepc, LLCplan years
- State Street Global Advisors Trust Companyplan years
- State Street Global Advisors Trustplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Sep 1, 2024Funded status changedRetirement Plan for Employees of Ocean Spray Cranberries, Inc. funded ratio 96.8% -> 92.0% (2023-09-01 to 2024-09-01)
- Aug 31, 2024Holding endedinferenceRetirement Plan for Employees of Ocean Spray Cranberries, Inc. no longer reports Intermediate Duration Corp Nl Fund (last held $38M at 2023-08-31; absent from the 2024-08-31 filing)with Intermediate Duration Corp Nl Fundaskebsa.dol.gov
- Aug 31, 2024Holding endedinferenceRetirement Plan for Employees of Ocean Spray Cranberries, Inc. no longer reports Silchester Int'l Value Equity Trust (Silchester International Investor) (last held $19M at 2023-08-31; absent from the 2024-08-31 filing)with Silchester International Investoraskebsa.dol.gov
- Aug 31, 2024Holding startedRetirement Plan for Employees of Ocean Spray Cranberries, Inc. first reports an interest in State Street Msci Eafe Index Ctf: $2M at 2024-08-31with State Street Msci Eafe Index Ctfaskebsa.dol.gov
- Aug 31, 2024Holding endedinferenceRetirement Plan for Employees of Ocean Spray Cranberries, Inc. no longer reports EB Dv Dynamic Growth Fund (BNY Mellon) (last held $4M at 2023-08-31; absent from the 2024-08-31 filing)with BNY Mellonaskebsa.dol.gov
+9 more dated events
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 Aug 31, 2025 | State Street Intermediate US Cr Nlcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $49.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Ssga US Treasury Index Nl Ctfcollective trust | State Street Global Advisors Trust Company | Fixed income | $39.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Msci Eafe 100% Hedged to Usdcollective trust | State Street Global Advisors Trust Company | Hedge / diversifiers | $2.2M held | Disclosed holding | askebsa.dol.gov |
+27 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 Aug 31, 2025 | 2,038 | $235M | $218M | 92.0% | $225M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 2,092 | $230M | $230M | 96.8% | $235M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 2,144 | $242M | $230M | 102.9% | $230M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 11 50 $352,203 PY2024
- NEW England Pension Consultants codes 50 51 $199,309 PY2024
- State Street Bank codes 21 50 $104,418 PY2024
+52 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 Ocean Spray Cranberries, 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.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-09-01source on record
- Holding in a pooled vehicle ended2024-08-31source on record
- Holding in a pooled vehicle ended2024-08-31source on record
+11 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
+13 connections on the graph
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