Boston Medical Center Pension Plan
Corporate pension, based in Boston, Massachusetts, reporting $158M in assets, for 727 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Boston Medical Center Pension Plan first reports an interest in Ssga Long US Treasury Index Nl Fund (State Street - Russell 2000): $32M at 2025-06-30.
3 more advisers, 5 more managers, 34 more commitments and 5 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- Acadian Non-Us Cap Equity Fund3 commitments
- Epoch US All Cap Equity3 commitments
- Hardman Johnston Int'l Equity Group3 commitments
- State Street Global Advisors Trust Company9 commitments
- State Street Global Advisors Trust8 commitments
- Acadian Asset Management3 commitments
Relationship network
49 connected entities37 observed commitments19 repeat counterparties31 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 0.0%
- Other investments 1.0%
- Common/collective trusts 92.0%
- Registered investment companies 7.0%
Consultants and advisers
- Nepc, LLC Investment adviser (plan)through Jun 30, 2024 Form 5500
- Hardman Johnston Global Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Jun 30, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- State Street Global Advisors Trust Company9 rows, latest Jun 30, 2025
- State Street Global Advisors Trust8 rows, latest Jun 30, 2025
- Acadian Asset Management3 rows, latest Jun 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- GQG Partners LLCplan years
- Acadian Asset Managementplan years
- State Street Global Advisors Trust Companyplan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jun 30, 2025Holding startedBoston Medical Center Pension Plan first reports an interest in Ssga Long US Treasury Index Nl Fund (State Street - Russell 2000): $32M at 2025-06-30with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceBoston Medical Center Pension Plan no longer reports Ssga US Long Gvt Bd Idx Lend I (State Street Global Advisors Trust) (last held $63M at 2024-06-30; absent from the 2025-06-30 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Jun 30, 2025Holding startedBoston Medical Center Pension Plan first reports an interest in Ir&m Long Credit Fund LLC (Income Research & Mgmt. Inc.): $32M at 2025-06-30with Income Research & Mgmt. Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLoomis Sayles Trust Company, LLC no longer appears on Boston Medical Center Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Jul 1, 2024Funded status changedBoston Medical Center Pension Plan funded ratio 97.8% -> 91.0% (2023-07-01 to 2024-07-01)
+5 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 Jun 30, 2025 | Acadian Non-Us Cap Equity Fundcollective trust | Acadian Asset Management | Public equity | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Epoch US All Cap Equitycollective trust | SEI Trust Company | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ssga Long US Treasury Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Fixed income | $32.2M held | Disclosed holding | askebsa.dol.gov |
+34 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 | 727 | $159M | $149M | 91.0% | $158M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 738 | $162M | $153M | 97.8% | $159M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 755 | $169M | $150M | 105.3% | $162M | Not disclosed | Not disclosed | Not disclosed |
- Nepc LLC codes 27 $92,636 PY2024
- Loomis Sayles codes 21 $70,644 PY2024
- USI Consulting Group codes 11 $56,207 PY2024
+61 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Boston Medical Center Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths 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
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle started2025-06-30source on record
+7 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
+15 connections on the graph
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