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AllocatorsPlancorporate pension<100m

East Cambridge Savings Bank Pension Plan

Allocators

Cambridge, MA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:3da2bba8-a712-4432-bdbf-898acd7928b0

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 4
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $22.0Mlatest reading; see basis
Assets as of: Oct 31, 2025
Assets basis: REPORTED
Funded ratio: 103%
Participants: 218
Commitments: 15with an amount; holdings are counted apart
Managers: 0
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Oct 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Oct 31, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Long Duration Bond (empower)	n/a	Fixed income	$10.3M	Oct 31, 2025	Separate account	Dol form 5500 pension
Long Duration Bond (empower)	n/a	Fixed income	$10.2M	Oct 31, 2024	Separate account	Dol form 5500 pension
Long Duration Bond (empower)	n/a	Fixed income	$8.8M	Oct 31, 2023	Separate account	Dol form 5500 pension
Fidelity 500 Index	n/a	Pooled vehicle	$5.9M	Oct 31, 2024	Separate account	Dol form 5500 pension
Fidelity 500 Index	n/a	Pooled vehicle	$5.2M	Oct 31, 2025	Separate account	Dol form 5500 pension
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$1.3M	Oct 31, 2025	Separate account	Dol form 5500 pension
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$1.1M	Oct 31, 2024	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$920,162	Oct 31, 2024	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$853,336	Oct 31, 2025	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$747,894	Oct 31, 2023	Separate account	Dol form 5500 pension
Invesco Small Cap Value Y	n/a	Public equity	$678,805	Oct 31, 2024	Separate account	Dol form 5500 pension
Invesco Small Cap Value Y	n/a	Public equity	$677,795	Oct 31, 2025	Separate account	Dol form 5500 pension
Invesco Small Cap Value Y	n/a	Public equity	$494,842	Oct 31, 2023	Separate account	Dol form 5500 pension
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$347,590	Oct 31, 2023	Separate account	Dol form 5500 pension
Fidelity 500 Index	n/a	Pooled vehicle	$335,034	Oct 31, 2023	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Registered investment companies	n/a	n/a	n/a	100	$22.0M	Oct 31, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Capfinancial Partners, LLC	Investment adviser	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension
Milliman, Inc.	actuary	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← East Cambridge Savings BankPlan sponsorPlan sponsor
Nov 1, 2022 to presentfactForm 5500

Advised by (2)

→ Capfinancial Partners, LLCInvestment consultantInvestment adviser
Nov 1, 2022 to Oct 31, 2023factForm 5500
→ Milliman, Inc.Investment consultantactuary
Nov 1, 2022 to Oct 31, 2023factForm 5500

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Show 4 bookkeeping events

Occurred
Nov 1, 2024
East Cambridge Savings Bank Pension Plan plan assets $20M -> $24M (+19.2%, 2023-11-01 to 2024-11-01)
Occurred
Nov 1, 2024
East Cambridge Savings Bank Pension Plan funded ratio 87.5% -> 102.5% (2023-11-01 to 2024-11-01)
Occurred
Oct 31, 2024
East Cambridge Savings Bank Pension Plan total assets $20M -> $24M (+19.2%, 2023-10-31 to 2024-10-31)
Occurred
Nov 1, 2023
East Cambridge Savings Bank Pension Plan funded ratio 102.6% -> 87.5% (2022-11-01 to 2023-11-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:3da2bba8-a712-4432-bdbf-898acd7928b0
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

East Cambridge Savings Bank Pension Plan

Allocators

Cambridge, MA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:3da2bba8-a712-4432-bdbf-898acd7928b0

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Long Duration Bond (empower)

n/a

Fixed income

$10.3M

Oct 31, 2025

Separate account

Dol form 5500 pension

Long Duration Bond (empower)

n/a

Fixed income

$10.2M

Oct 31, 2024

Separate account

Dol form 5500 pension

Long Duration Bond (empower)

n/a

Fixed income

$8.8M

Oct 31, 2023

Separate account

Dol form 5500 pension

Fidelity 500 Index

n/a

Pooled vehicle

$5.9M

Oct 31, 2024

Separate account

Dol form 5500 pension

Fidelity 500 Index

n/a

Pooled vehicle

$5.2M

Oct 31, 2025

Separate account

Dol form 5500 pension

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$1.3M

Oct 31, 2025

Separate account

Dol form 5500 pension

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$1.1M

Oct 31, 2024

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$920,162

Oct 31, 2024

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$853,336

Oct 31, 2025

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$747,894

Oct 31, 2023

Separate account

Dol form 5500 pension

Invesco Small Cap Value Y

n/a

Public equity

$678,805

Oct 31, 2024

Separate account

Dol form 5500 pension

Invesco Small Cap Value Y

n/a

Public equity

$677,795

Oct 31, 2025

Separate account

Dol form 5500 pension

Invesco Small Cap Value Y

n/a

Public equity

$494,842

Oct 31, 2023

Separate account

Dol form 5500 pension

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$347,590

Oct 31, 2023

Separate account

Dol form 5500 pension

Fidelity 500 Index

n/a

Pooled vehicle

$335,034

Oct 31, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Registered investment companies

n/a

100

$22.0M

Oct 31, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Capfinancial Partners, LLC

Investment adviser

Nov 1, 2022

Oct 31, 2023

fact

Dol form 5500 pension

Milliman, Inc.

actuary

Nov 1, 2022

Oct 31, 2023

fact

Dol form 5500 pension