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

Kaman Corporation Employees' Pension Plan

Corporate pensionBloomfield, CT
Assets
$521M
Total assets, Dec 31, 2024 reported
Funded
90.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
19
3 managers on Schedule C
Plan sponsor: Kaman Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.5%
  • Corporate debt instruments (other) 29.8%
  • Corporate debt instruments (preferred) 2.9%
  • U.S. Government securities 9.2%
  • Common/collective trusts 38.8%
  • Registered investment companies 11.5%
  • Common stock 4.7%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
19 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Jpmcb Emerging Markets Equity Focuscollective trustJpmorgan Emerging Markets FundPublic equity$20.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024UBS U.S. Long Duration Credit Collcollective trustUbsPrivate credit$94.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb International Equity Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street - Russell 2000collective trustState Street Global AdvisorsPooled vehicles$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 1000 Growth Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$23.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Emerging Markets Equity Focuscollective trustJpmorgan Emerging Markets FundPublic equity$21.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023UBS U.S. Long Duration Credit Collcollective trustUbsPrivate credit$48.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb International Equity Fundcollective trustJpmorgan Chase Bank, N.A.Public equity$23.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street - Russell 2000collective trustState Street Global AdvisorsPooled vehicles$24.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 1000 Growth Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$30.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$26.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Emerging Markets Equity Focuscollective trustJpmorgan Emerging Markets FundPublic equity$19.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022UBS U.S. Long Duration Credit Collcollective trustUbsPrivate credit$67.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb International Equity Fundcollective trustJpmorgan Chase Bank, N.A.Public equity$20.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street - Russell 2000collective trustState Street Global AdvisorsPooled vehicles$21.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 1000 Growth Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$25.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$23.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$521M Dec 31, 2024 reported Form 5500
$557M (2023-12) · $545M (2022-12)
Plan assets
$557M Jan 1, 2024 reported Form 5500
$545M (2023-01) · $764M (2022-01)
Net assets
$521M Dec 31, 2024 reported Form 5500
$556M (2023-12) · $544M (2022-12)
Funded ratio
90.1% Jan 1, 2024 reported Form 5500
85.0% (2023-01) · 107.0% (2022-01)
Funding target
$611M Jan 1, 2024 reported Form 5500
$622M (2023-01) · $618M (2022-01)
Discount rate
5.07% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.37% (2022-01)
Participants
6,595 Jan 1, 2024 reported Form 5500
6,727 (2023-01) · 6,854 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$40.2M Dec 31, 2024 reported Form 5500
$38.8M (2023-12) · $36.8M (2022-12)
Net investment income
$-35.8M Dec 31, 2024 reported Form 5500
$12.2M (2023-12) · $-219M (2022-12)
Investment management fees
$6.3M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $1.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20246,595$557M$611M90.1%$521M$0$0$0
2023 to Dec 31, 20236,727$545M$622M85.0%$557Mn/an/an/a
2022 to Dec 31, 20226,854$764M$618M107.0%$545Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Holding started
    Kaman Corporation Employees' Pension Plan first reports an interest in NT Collective Short Term Investment (Northern Trust Collective Eafe Inde): $11M at 2024-12-31
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Kaman Corporation Employees' Pension Plan funded ratio 85.0% -> 90.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Kaman Corporation Employees' Pension Plan funded ratio 107.0% -> 85.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Kaman Corporation Employees' Pension Plan plan assets $764M -> $545M (-28.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060613548-008
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.