Standex International Corporation Pension Plans
Corporate pension, based in Salem, New Hampshire, reporting $150M in assets, for 2,604 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jun 30, 2025, Standex International Corporation Pension Plans no longer reports Treasury U.S. 20 Year Key Rate Dura (Blackrock) (last held $1M at 2024-06-30; absent from the 2025-06-30 filing).
3 more advisers, 4 more managers, 25 more commitments and 2 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- Nhit Credit Asset Trust3 commitments
- Ssga Long US Credit Corporate Indx3 commitments
- CTF Global Quality Growth3 commitments
- State Street Global Advisors Trust Company6 commitments
- Blackrock Institutional Trust Company, N.A.5 commitments
- Blackrock Institutional Trust4 commitments
Relationship network
40 connected entities28 observed commitments18 repeat counterparties21 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 0.1%
- Non-interest-bearing cash 0.8%
- Common/collective trusts 62.4%
- Registered investment companies 31.4%
- Common stock 3.7%
Consultants and advisers
- Fidelity Investments Pension consultantthrough Jun 30, 2024 Form 5500
- FID Mgmt Trust Co Pension consultantthrough Jun 30, 2023 Form 5500
- State Street Global Advisors Custodianthrough 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 Company6 rows, latest Jun 30, 2025
- Blackrock Institutional Trust Company, N.A.5 rows, latest Jun 30, 2025
- Blackrock Institutional Trust4 rows, latest Jun 30, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Wellingtonplan years
- Northern Trust Investments, Incorporatedplan years
+6 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 endedinferenceStandex International Corporation Pension Plans no longer reports Treasury U.S. 20 Year Key Rate Dura (Blackrock) (last held $1M at 2024-06-30; absent from the 2025-06-30 filing)with Blackrockaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceStandex International Corporation Pension Plans no longer reports Treasury US 15 Yr Key Rate Duration (Blackrock Institutional Trust) (last held $2M at 2024-06-30; absent from the 2025-06-30 filing)with Blackrock Institutional Trustaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceStandex International Corporation Pension Plans no longer reports TSY U.S. 25+ Yr Key Rate Dur Nl Fd (Blackrock) (last held $1M at 2024-06-30; absent from the 2025-06-30 filing)with Blackrockaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceStandex International Corporation Pension Plans no longer reports Treasury U.S. 5 Year Key Rate Durat (last held $1M at 2024-06-30; absent from the 2025-06-30 filing)with Treasury U.S. 5 Year Key Rate Durataskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceStandex International Corporation Pension Plans no longer reports Treasury US 10 Yr Key Rate Duration (Blackrock Institutional Trust) (last held $3M at 2024-06-30; absent from the 2025-06-30 filing)with Blackrock Institutional Trustaskebsa.dol.gov
+2 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 | Nhit Credit Asset Trustcollective trust | Loomis Sayles Trust Company | Private credit | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ssga Long US Credit Corporate Indxcollective trust | State Street Global Advisors Trust Company | Private credit | $24.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | CTF Global Quality Growthcollective trust | Wellington Trust Company, Na | Pooled vehicles | $15.6M held | Disclosed holding | askebsa.dol.gov |
+25 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 | 2,604 | $146M | $181M | 81.2% | $150M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 2,672 | $147M | $192M | 84.2% | $147M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 2,732 | $159M | $195M | 81.2% | $148M | Not disclosed | Not disclosed | Not disclosed |
- Fidelity Investments codes 15 17 50 $319,229 PY2024
- Willis Towers Watson US LLC codes 11 17 50 70 $124,622 PY2024
- Wellington Trust Company Na codes 28 51 68 $121,223 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Standex International Corporation Pension Plans 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.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
+4 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
+16 connections on the graph
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