J.G. Boswell Company Employees' Retirement Plan
Corporate pension, based in Pasadena, California, reporting $63.0M in assets, for 843 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, J.G. Boswell Company Employees' Retirement Plan no longer reports Large Cap Growth Index Cit N (last held $3M at 2022-12-31; absent from the 2023-12-31 filing).
4 more managers and 22 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- Principal/mfs Value Cit F3 commitments
- Principal/trp Inst Lcg Mgd Cit F3 commitments
- Principal/t. Rowe Price Institution3 commitments
Relationship network
33 connected entities25 observed commitments13 repeat counterparties15 dated commitments shown here, 2022 to 2024
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
- Employer securities 43.5%
- Common/collective trusts 41.5%
- Registered investment companies 13.6%
Consultants and advisers
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- T Rowe Price6 rows, latest Dec 31, 2024
- Allspring6 rows, latest Dec 31, 2024
- Mfs3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Allspringplan years
- T Rowe Priceplan years
- T. Rowe Price Trust Companyplan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2023Holding endedinferenceJ.G. Boswell Company Employees' Retirement Plan no longer reports Large Cap Growth Index Cit N (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Large Cap Growth Index Cit Naskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceJ.G. Boswell Company Employees' Retirement Plan no longer reports Voya Large Cap Growth Cit N (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Voya Large Cap Growth Cit Naskebsa.dol.gov
- Dec 31, 2023Holding startedJ.G. Boswell Company Employees' Retirement Plan first reports an interest in Principal/ab Large Cap Growth Cit: $1M at 2023-12-31with Principal/ab Large Cap Growth Citaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Principal/mfs Value Cit Fcollective trust | Mfs | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal/trp Inst Lcg Mgd Cit Fcollective trust | T Rowe Price | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal/t. Rowe Price Institutioncollective trust | T Rowe Price | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov |
+22 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Dec 31, 2024 | 843 | $67.6M | $84.1M | 82.8% | $63.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 867 | $70.8M | $86.3M | 83.5% | $67.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 908 | $77.8M | $86.3M | 85.0% | $70.8M | Not disclosed | Not disclosed | Not disclosed |
- Prin/ab Lrg Cap Grwth Cit N Sched. D C $1.3M PY2024
- Allspring Core Bond Cit N Sched. D C $16.5M PY2024
- Principal Multi Mgr Sm Cap Cit N Sched. D C $1.5M PY2024
+31 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
J.G. Boswell Company Employees' Retirement Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths 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 ended2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
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
+10 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.