US Long Corporate Bond Fund

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan's interest in the vehicle at its plan year end as filed on Schedule D Part I: a holding value, never a commitment amount.

Public LPs
6

3 more limited partners and 7 more commitment rows

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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Public LPs
6
distinct allocators on the tape
Rows
6
across successive reports
Held, latest filings
$132M
one row per plan
Latest
Oct 31, 2025
effective date

Plans holding an interest

6 allocators
AllocatorDisclosedStateApprovedClosedReported
AAA Retirement PlanNot disclosedheld--Dec 31, 2024
Cbera Plan CNot disclosedheld--Dec 31, 2024
Employees Pension Plan of Credit SuisseNot disclosedheld--Dec 31, 2024

+3 more limited partners in this fund

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Every row

10 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Oct 31, 2025The Defined Benefit Plan of the Institution for Savings in NewburyportUS Long Corporate Bond Fundcollective trustFixed income$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025The Defined Benefit Plan of Adams Community BankUS Long Corporate Bond Fundcollective trustFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Glenmede Corporation Retirement PlanUS Long Corporate Bond Fundcollective trustFixed income$49.8M heldDisclosed holdingaskebsa.dol.gov

+7 more commitment rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed