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AllocatorsPlancorporate pension<100m

Bemis Associates Inc. Pension and Severance Award Agreement

Allocators

Shirley, MA

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Search this name across graphsid dfx:al:468db697-9cb3-4232-ac9c-ded9509ec868

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, 7:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
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: $17.1Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 97%
Participants: 170
Commitments: 8with an amount; holdings are counted apart
Managers: 1
Funds: 8
Re-ups: 0
First-time managers: 0
Latest commitment: Mar 31, 2025
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 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
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$8.3M	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$3.4M	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$2.0M	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$1.7M	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$780,908	Mar 31, 2025	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$292,215	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$121,104	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$43,577	Mar 31, 2025	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; 7 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	97	$16.7M	Mar 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
Principal Global Investors LLC	Investment adviser	Apr 1, 2024	Mar 31, 2025	no	fact	Dol form 5500 pension
Manulife John Hancock	actuary	Apr 1, 2024	Mar 31, 2025	no	fact	Dol form 5500 pension
Vanguard Advisors Inc.	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
John Hancock	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Bemis Associates Inc.Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (4)

→ Vanguard Advisors Inc.Investment consultantInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ John HancockInvestment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Principal Global Investors LLCInvestment consultantInvestment adviser
Apr 1, 2024 to Mar 31, 2025factForm 5500
→ Manulife John HancockInvestment consultantactuary
Apr 1, 2024 to Mar 31, 2025factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Vanguard Advisors Inc. no longer appears on Bemis Associates Inc. Pension and Severance Award Agreement's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Vanguard Advisors Inc.Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Consultant changed
Principal Global Investors, LLC appears on Bemis Associates Inc. Pension and Severance Award Agreement's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Principal Global Investors LLC Form 5500observed 3 days ago

Show 3 bookkeeping events

Occurred
Apr 1, 2024
Bemis Associates Inc. Pension and Severance Award Agreement funded ratio 102.6% -> 97.3% (2023-04-01 to 2024-04-01)
Occurred
Apr 1, 2023
Bemis Associates Inc. Pension and Severance Award Agreement plan assets $20M -> $17M (-14.5%, 2022-04-01 to 2023-04-01)
Occurred
Apr 1, 2023
Bemis Associates Inc. Pension and Severance Award Agreement funded ratio 132.4% -> 102.6% (2022-04-01 to 2023-04-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:468db697-9cb3-4232-ac9c-ded9509ec868
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.