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AllocatorsPlancorporate pension<100m

Pension Plan for Employees of Pennichuck Corporation

Allocators

Nashua, NH

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:ea76c811-e1e6-4e22-8287-e990f64fbb7d

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, 9:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 8
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: $30.5Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 95%
Participants: 192
Commitments: 6with an amount; holdings are counted apart
Managers: 1
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
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
Large Cp Growth I (troweprice)	Prudential Retirement & Annuity Ins	Pooled vehicle	$3.0M	Dec 31, 2023	Separate account	Dol form 5500 pension
Large Cap Growth/jp Morgan	Prudential Retirement & Annuity Ins	Public equity	$2.6M	Dec 31, 2024	Separate account	Dol form 5500 pension
Large Cap Growth/jp Morgan	Prudential Retirement & Annuity Ins	Public equity	$2.3M	Dec 31, 2023	Separate account	Dol form 5500 pension
Large Cp Growth I (troweprice)	Prudential Retirement & Annuity Ins	Pooled vehicle	$1.9M	Dec 31, 2022	Separate account	Dol form 5500 pension
Core Plus Bond / Reams Fund	Prudential Retirement & Annuity Ins	Fixed income	$1.5M	Dec 31, 2024	Separate account	Dol form 5500 pension
Core Plus Bond / Reams Fund	Prudential Retirement & Annuity Ins	Fixed income	$1.4M	Dec 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; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	18	$5.4M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	13	$4.1M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	69	$21.0M	Dec 31, 2024	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
HUB International	actuary	Jan 1, 2022	Dec 31, 2022	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
Prudential Retirement & Annuity Ins	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Pennichuck CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ HUB InternationalInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (1)

← Prudential Retirement & Annuity InsManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Pension Plan for Employees of Pennichuck Corporation no longer reports Large Cp Growth I (troweprice) (Prudential Retirement & Annuity Ins) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 3 days ago
$3.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Pension Plan for Employees of Pennichuck Corporation first reports an interest in Core Plus Bond / Reams Fund (Prudential Retirement & Annuity Ins): $1M at 2023-12-31
Prudential Retirement & Annuity Ins Form 5500observed 3 days ago
$1.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Pension Plan for Employees of Pennichuck Corporation first reports an interest in Large Cap Growth/jp Morgan (Prudential Retirement & Annuity Ins): $2M at 2023-12-31
Prudential Retirement & Annuity Ins Form 5500observed 3 days ago
$2.3M

Show 5 bookkeeping events

Occurred
Dec 31, 2024
Pension Plan for Employees of Pennichuck Corporation total assets $27M -> $30M (+10.8%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Pension Plan for Employees of Pennichuck Corporation plan assets $24M -> $28M (+17.5%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Pension Plan for Employees of Pennichuck Corporation total assets $24M -> $27M (+16.5%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Pension Plan for Employees of Pennichuck Corporation plan assets $28M -> $24M (-14.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Pension Plan for Employees of Pennichuck Corporation funded ratio 105.6% -> 95.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:ea76c811-e1e6-4e22-8287-e990f64fbb7d
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.

Pension Plan for Employees of Pennichuck Corporation

Allocators

Nashua, NH

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:ea76c811-e1e6-4e22-8287-e990f64fbb7d

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Large Cp Growth I (troweprice)

Prudential Retirement & Annuity Ins

Pooled vehicle

$3.0M

Dec 31, 2023

Separate account

Dol form 5500 pension

Large Cap Growth/jp Morgan

Prudential Retirement & Annuity Ins

Public equity

$2.6M

Dec 31, 2024

Separate account

Dol form 5500 pension

Large Cap Growth/jp Morgan

Prudential Retirement & Annuity Ins

Public equity

$2.3M

Dec 31, 2023

Separate account

Dol form 5500 pension

Large Cp Growth I (troweprice)

Prudential Retirement & Annuity Ins

Pooled vehicle

$1.9M

Dec 31, 2022

Separate account

Dol form 5500 pension

Core Plus Bond / Reams Fund

Prudential Retirement & Annuity Ins

Fixed income

$1.5M

Dec 31, 2024

Separate account

Dol form 5500 pension

Core Plus Bond / Reams Fund

Prudential Retirement & Annuity Ins

Fixed income

$1.4M

Dec 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

$5.4M

Dec 31, 2024

Derived

Pooled separate accounts

n/a

$4.1M

Dec 31, 2024

Derived

Registered investment companies

n/a

$21.0M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

HUB International

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Prudential Retirement & Annuity Ins

Investment management

Jan 1, 2022

Dec 31, 2022

fact