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AllocatorsPlancorporate pension<100m

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.

Allocators

Hartford, CT

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Search this name across graphsid dfx:al:a16f5cb9-48c7-4235-be9b-0c14a323612e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 4:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 13
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: $36.6Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 97%
Participants: 135
Commitments: 25with an amount; holdings are counted apart
Managers: 1
Funds: 13
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 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
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$12.1M	Jun 30, 2024	Separate account	Dol form 5500 pension
Dryden S&p 500 Index	Prudential Retirement & Annuity Ins	Pooled vehicle	$11.4M	Jun 30, 2023	Separate account	Dol form 5500 pension
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$9.4M	Jun 30, 2025	Separate account	Dol form 5500 pension
Intl Bld II Fd (mngd by Mfs)	Prudential Retirement & Annuity Ins	Pooled vehicle	$9.3M	Jun 30, 2025	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$7.6M	Jun 30, 2023	Separate account	Dol form 5500 pension
Core Bond Enhanced Index/pgim	Prudential Retirement & Annuity Ins	Fixed income	$7.2M	Jun 30, 2024	Separate account	Dol form 5500 pension
Dryden S&p 500 Index	Prudential Retirement & Annuity Ins	Pooled vehicle	$5.3M	Jun 30, 2024	Separate account	Dol form 5500 pension
Core Bond Enhanced Index/pgim	Prudential Retirement & Annuity Ins	Fixed income	$4.1M	Jun 30, 2023	Separate account	Dol form 5500 pension
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$3.5M	Jun 30, 2024	Separate account	Dol form 5500 pension
International Blend/wellington	Prudential Retirement & Annuity Ins	Pooled vehicle	$2.2M	Jun 30, 2024	Separate account	Dol form 5500 pension
International Blend/lazard	Prudential Retirement & Annuity Ins	Pooled vehicle	$1.9M	Jun 30, 2025	Separate account	Dol form 5500 pension
Govt Sec Enhd Index / Pgim Fd	Prudential Retirement & Annuity Ins	Pooled vehicle	$1.8M	Jun 30, 2024	Separate account	Dol form 5500 pension
International Blend/wellington	Prudential Retirement & Annuity Ins	Pooled vehicle	$1.8M	Jun 30, 2023	Separate account	Dol form 5500 pension
Govt Sec Enhd Index / Pgim Fd	Prudential Retirement & Annuity Ins	Pooled vehicle	$1.7M	Jun 30, 2023	Separate account	Dol form 5500 pension
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$1.4M	Jun 30, 2023	Separate account	Dol form 5500 pension
PRU Enhanced Tips Index Fund	Prudential Retirement & Annuity Ins	Fixed income	$1.4M	Jun 30, 2023	Separate account	Dol form 5500 pension
Small Cap Growth/timessquare	Prudential Retirement & Annuity Ins	Public equity	$738,880	Jun 30, 2023	Separate account	Dol form 5500 pension
Small Cap Value/integrity	Prudential Retirement & Annuity Ins	Public equity	$711,351	Jun 30, 2023	Separate account	Dol form 5500 pension
International Blend/wellington	Prudential Retirement & Annuity Ins	Pooled vehicle	$491,858	Jun 30, 2025	Separate account	Dol form 5500 pension
Mid Growth / Westfield Capital	Prudential Retirement & Annuity Ins	Pooled vehicle	$390,725	Jun 30, 2023	Separate account	Dol form 5500 pension
Mid Cap Value/integrity	Prudential Retirement & Annuity Ins	Pooled vehicle	$357,990	Jun 30, 2023	Separate account	Dol form 5500 pension
Small Cap Growth/timessquare	Prudential Retirement & Annuity Ins	Public equity	$353,973	Jun 30, 2024	Separate account	Dol form 5500 pension
Mid Cap Value/integrity	Prudential Retirement & Annuity Ins	Pooled vehicle	$349,163	Jun 30, 2024	Separate account	Dol form 5500 pension
Small Cap Value/integrity	Prudential Retirement & Annuity Ins	Public equity	$344,319	Jun 30, 2024	Separate account	Dol form 5500 pension
Mid Growth / Westfield Capital	Prudential Retirement & Annuity Ins	Pooled vehicle	$331,704	Jun 30, 2024	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
Pooled separate accounts	n/a	n/a	n/a	58	$21.1M	Jun 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	42	$15.5M	Jun 30, 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
Prudential Retirement & Annuity Ins	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Sageview Advisory Consulting Group	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
USI Consulting Group	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Connecticut Business & Industry Association. Inc.Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (3)

→ Prudential Retirement & Annuity InsManager with allocator capitaltrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Sageview Advisory Consulting GroupInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ USI Consulting GroupInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Mid Cap Value/integrity (Prudential Retirement & Annuity Ins) (last held $349,163 at 2024-06-30; absent from the 2025-06-30 filing)
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$349,163
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Govt Sec Enhd Index / Pgim Fd (Prudential Retirement & Annuity Ins) (last held $2M at 2024-06-30; absent from the 2025-06-30 filing)
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$1.8M
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Prudential Short-Term (Prudential Retirement & Annuity Ins) (last held $12M at 2024-06-30; absent from the 2025-06-30 filing)
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$12.1M
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Mid Growth / Westfield Capital (Prudential Retirement & Annuity Ins) (last held $331,704 at 2024-06-30; absent from the 2025-06-30 filing)
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$331,704
Occurred
Jun 30, 2025
Holding in a pooled vehicle started
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. first reports an interest in Intl Bld II Fd (mngd by Mfs) (Prudential Retirement & Annuity Ins): $9M at 2025-06-30
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$9.3M
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Small Cap Growth/timessquare (Prudential Retirement & Annuity Ins) (last held $353,973 at 2024-06-30; absent from the 2025-06-30 filing)
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$353,973
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Dryden S&p 500 Index (Prudential Retirement & Annuity Ins) (last held $5M at 2024-06-30; absent from the 2025-06-30 filing)
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$5.3M
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Core Bond Enhanced Index/pgim (Prudential Retirement & Annuity Ins) (last held $7M at 2024-06-30; absent from the 2025-06-30 filing)
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$7.2M
Occurred
Jun 30, 2025
Holding in a pooled vehicle started
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. first reports an interest in International Blend/lazard (Prudential Retirement & Annuity Ins): $2M at 2025-06-30
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$1.9M
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Small Cap Value/integrity (Prudential Retirement & Annuity Ins) (last held $344,319 at 2024-06-30; absent from the 2025-06-30 filing)
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$344,319
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports PRU Enhanced Tips Index Fund (Prudential Retirement & Annuity Ins) (last held $1M at 2023-06-30; absent from the 2024-06-30 filing)
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$1.4M

Show 2 bookkeeping events

Occurred
Jul 1, 2024
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. funded ratio 103.5% -> 96.7% (2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2023
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. funded ratio 106.3% -> 103.5% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:a16f5cb9-48c7-4235-be9b-0c14a323612e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.

Allocators

Hartford, CT

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:a16f5cb9-48c7-4235-be9b-0c14a323612e

Vehicle

Manager

Bucket

Value

As of

Kind

Source