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AllocatorsPlancorporate pension<100m

The Retirement Plan for Employees of Middlesex Federal Savings, F.A.

Allocators

Somerville, 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:bf312410-8a60-483a-87b5-0b4ca8a20a58

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, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
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: $26.2Mlatest reading; see basis
Assets as of: Sep 1, 2024
Assets basis: REPORTED
Funded ratio: 126%
Participants: 100
Commitments: 1with an amount; holdings are counted apart
Managers: 0
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Aug 31, 2025
Consultants: 0
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
Agilis Long Credit Fund	n/a	Private credit	$14.3M	Aug 31, 2025	Collective trust	Dol form 5500 pension

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
Gallagher Benefit Services, Inc.	actuary	Sep 1, 2024	Aug 31, 2025	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Middlesex Federal Savings, F.A.Plan sponsorPlan sponsor
Sep 1, 2024 to presentfactForm 5500

Advised by (1)

→ Gallagher Benefit Services, Inc.Investment consultantactuary
Sep 1, 2024 to Aug 31, 2025factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:bf312410-8a60-483a-87b5-0b4ca8a20a58
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.

The Retirement Plan for Employees of Middlesex Federal Savings, F.A.

Allocators

Somerville, 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:bf312410-8a60-483a-87b5-0b4ca8a20a58

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Agilis Long Credit Fund

n/a

Private credit

$14.3M

Aug 31, 2025

Collective trust

Dol form 5500 pension

Consultant

Role

From

Current

Evidence

Source

Gallagher Benefit Services, Inc.

actuary

Sep 1, 2024

Aug 31, 2025

fact

Dol form 5500 pension