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Blue Bird Body Company Employee Pension Plan

Allocators

Fort Valley, GA

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:4cc9ea24-7360-485a-a114-aef27a53a842

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 1:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 7
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: $114Mlatest reading; see basis
Assets as of: Oct 31, 2025
Assets basis: REPORTED
Funded ratio: 110%
Participants: 2,494
Commitments: 7with an amount; holdings are counted apart
Managers: 1
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Oct 31, 2025
Consultants: 1
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
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$114M	Oct 31, 2025	Separate account	Dol form 5500 pension
Fidelity 500 Index	Fidelity Investments	Pooled vehicle	$24.7M	Oct 31, 2024	Separate account	Dol form 5500 pension
Fidelity 500 Index	Fidelity Investments	Pooled vehicle	$18.0M	Oct 31, 2023	Separate account	Dol form 5500 pension
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$6.2M	Oct 31, 2024	Separate account	Dol form 5500 pension
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$5.5M	Oct 31, 2023	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$2.8M	Oct 31, 2024	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$2.3M	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	0	$198,317	Oct 31, 2025	Derived
Pooled separate accounts	n/a	n/a	n/a	100	$114M	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
NEW England Wealth Management, LLC	Investment adviser	Nov 1, 2024	Oct 31, 2025	no	fact	Dol form 5500 pension
Milliman, Inc.	actuary	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Fidelity Investments	n/a	Oct 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← Fidelity InvestmentsManager with allocator capital
Oct 31, 2024 to presentfactForm 5500

Sponsors (1)

← Blue Bird Body CompanyPlan sponsorPlan sponsor
Nov 1, 2022 to presentfactForm 5500

Advised by (2)

→ Milliman, Inc.Investment consultantactuary
Nov 1, 2022 to Oct 31, 2023factForm 5500
→ NEW England Wealth Management, LLCInvestment consultantInvestment adviser
Nov 1, 2024 to Oct 31, 2025factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
NEW England Wealth Management, LLC appears on Blue Bird Body Company Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
NEW England Wealth Management, LLC Form 5500observed 6 days ago

Show 6 bookkeeping events

Occurred
Oct 31, 2025
Blue Bird Body Company Employee Pension Plan no longer reports Massmutual Mid Cap Growth I (last held $3M at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Blue Bird Body Company Employee Pension Plan no longer reports Fidelity 500 Index (last held $25M at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Nov 1, 2024
Blue Bird Body Company Employee Pension Plan plan assets $102M -> $116M (+13.9%, 2023-11-01 to 2024-11-01)
Occurred
Nov 1, 2024
Blue Bird Body Company Employee Pension Plan funded ratio 99.7% -> 109.6% (2023-11-01 to 2024-11-01)
Occurred
Oct 31, 2024
Blue Bird Body Company Employee Pension Plan total assets $102M -> $116M (+13.9%, 2023-10-31 to 2024-10-31)
Occurred
Nov 1, 2023
Blue Bird Body Company Employee Pension Plan funded ratio 102.3% -> 99.7% (2022-11-01 to 2023-11-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:4cc9ea24-7360-485a-a114-aef27a53a842
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Blue Bird Body Company Employee Pension Plan

Allocators

Fort Valley, GA

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:4cc9ea24-7360-485a-a114-aef27a53a842

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$114M

Oct 31, 2025

Separate account

Dol form 5500 pension

Fidelity 500 Index

Fidelity Investments

Pooled vehicle

$24.7M

Oct 31, 2024

Separate account

Dol form 5500 pension

Fidelity 500 Index

Fidelity Investments

Pooled vehicle

$18.0M

Oct 31, 2023

Separate account

Dol form 5500 pension

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$6.2M

Oct 31, 2024

Separate account

Dol form 5500 pension

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$5.5M

Oct 31, 2023

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$2.8M

Oct 31, 2024

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$2.3M

Oct 31, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Insurance company general account

n/a

$198,317

Oct 31, 2025

Derived

Pooled separate accounts

n/a

100

$114M

Oct 31, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

NEW England Wealth Management, LLC

Investment adviser

Nov 1, 2024

Oct 31, 2025

fact

Dol form 5500 pension

Milliman, Inc.

actuary

Nov 1, 2022

Oct 31, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Fidelity Investments

n/a

Oct 31, 2024

n/a

yes

fact