Agilis Long Credit 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 9 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.

Public LPs
6
distinct allocators on the tape
Rows
6
across successive reports
Held, latest filings
$92.0M
one row per plan
Latest
Aug 31, 2025
effective date

Plans holding an interest

6 allocators
AllocatorDisclosedStateApprovedClosedReported
Cranston Print Works General Employees' Retirement PlanNot disclosedheld--Dec 31, 2024
NEW England Aquarium Corporation Pension PlanNot disclosedheld--Dec 31, 2024
Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc.Not disclosedheld--Dec 31, 2024

+3 more limited partners in this fund

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

Every row

12 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Aug 31, 2025The Retirement Plan for Employees of Middlesex Federal Savings, F.A.Agilis Long Credit Fundcollective trustPrivate credit$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc.Agilis Long Credit Fundcollective trustPrivate credit$18.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NEW England Aquarium Corporation Pension PlanAgilis Long Credit Fundcollective trustPrivate credit$2.7M heldDisclosed holdingaskebsa.dol.gov

+9 more commitment rows

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

What changed

No dated events.