Peoplesbank Defined Benefit Pension Plan
Corporate pension, based in Holyoke, Massachusetts, reporting $20.5M in assets, for 166 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Nov 2024, Peoplesbank Defined Benefit Pension Plan funded ratio 119.2% -> 151.7% (2023-11-01 to 2024-11-01).
3 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- Fidelity 500 Index3 commitments
- Massmutual US Govt Mny Mkt R53 commitments
- Mfs3 commitments
- Capital Group1 commitment
Relationship network
25 connected entities6 observed commitments3 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
- Registered investment companies 100.0%
Consultants and advisers
- Commonwealth Equity Svcs, LLC DBA Investment adviser (plan)through Oct 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Oct 31, 2023 Form 5500
People
Manager roster
- Mfs3 rows, latest Oct 31, 2025
- Capital Group1 row, latest Oct 31, 2025
- Mfsplan years
- Capital Groupplan years
What changed
- Nov 1, 2024Funded status changedPeoplesbank Defined Benefit Pension Plan funded ratio 119.2% -> 151.7% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedPeoplesbank Defined Benefit Pension Plan plan assets $16M -> $20M (+22.1%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedPeoplesbank Defined Benefit Pension Plan total assets $16M -> $20M (+22.1%, 2023-10-31 to 2024-10-31)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Fidelity 500 Indexseparate account | Mfs | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Massmutual US Govt Mny Mkt R5separate account | Capital Group | Pooled vehicles | $875,020 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Massmutual US Govt Mny Mkt R5separate account | American Funds | Pooled vehicles | $782,186 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.
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 Oct 31, 2025 | 166 | $19.8M | $13.1M | 151.7% | $20.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 168 | $16.3M | $13.6M | 119.2% | $19.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 171 | $16.9M | $14.0M | 120.7% | $16.3M | Not disclosed | Not disclosed | Not disclosed |
- Commonwealth Equity Svcs, LLC DBA codes 27 $2,972 PY2024
- Empower Annuity Insurance Company codes 64 PY2024
- Massmutual Mid Cap Growth R5 Sched. D P $470,197 PY2024
+51 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
Peoplesbank Defined Benefit Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Funded status changed2024-11-01source on record
- Total assets changed2024-11-01source on record
- Total assets changed2024-10-31source 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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.