DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Pension Plan for Employees of Pennichuck Corporation
Corporate pensionNashua, NH
Assets
$30.5M
Total assets, Dec 31, 2024 reported
Funded
95.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Pennichuck Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 17.7%
- Pooled separate accounts 13.4%
- Registered investment companies 68.9%
Consultants and advisers
1 firms
- HUB International Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Retirement & Annuity Ins6 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Prudential Retirement & Annuity Insplan years 2022
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Core Plus Bond / Reams Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Growth/jp Morganseparate account | Prudential Retirement & Annuity Ins | Public equity | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Core Plus Bond / Reams Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Large Cp Growth I (troweprice)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Large Cap Growth/jp Morganseparate account | Prudential Retirement & Annuity Ins | Public equity | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cp Growth I (troweprice)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 192 | $27.7M | $28.4M | 95.1% | $30.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 188 | $23.6M | $26.6M | 95.3% | $27.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 176 | $27.7M | $24.4M | 105.6% | $23.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes 28 $15,199 PY2024
- Core Plus Bond / Reams Fund Sched. D P $1.5M PY2024
- Large Cap Growth / Jp Morgan Sched. D P $2.6M PY2024
- HUB International codes 11 PY2024
- Prudential Retirement Ins & Annuity codes 28 $13,854 PY2023
- Core Plus Bond / Reams Fund Sched. D P $1.4M PY2023
- Large Cap Growth I Fund Sched. D P $3.0M PY2023
- Large Cap Growth / Jp Morgan Sched. D P $2.3M PY2023
- HUB International codes 11 PY2023
- Prudential Retirement Ins & Annuity codes 28 $12,393 PY2022
- Prudential Retirement Ins & Annuity Sched. D P $1.9M PY2022
- HUB International codes 11 PY2022
What changed
8 events
- Dec 31, 2024Holding endedinferencePension Plan for Employees of Pennichuck Corporation no longer reports Large Cp Growth I (troweprice) (Prudential Retirement & Annuity Ins) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Assets changedPension Plan for Employees of Pennichuck Corporation total assets $27M -> $30M (+10.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedPension Plan for Employees of Pennichuck Corporation plan assets $24M -> $28M (+17.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedPension Plan for Employees of Pennichuck Corporation first reports an interest in Large Cap Growth/jp Morgan (Prudential Retirement & Annuity Ins): $2M at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding startedPension Plan for Employees of Pennichuck Corporation first reports an interest in Core Plus Bond / Reams Fund (Prudential Retirement & Annuity Ins): $1M at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Assets changedPension Plan for Employees of Pennichuck Corporation total assets $24M -> $27M (+16.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan for Employees of Pennichuck Corporation funded ratio 105.6% -> 95.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Employees of Pennichuck Corporation plan assets $28M -> $24M (-14.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 020177370-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.