This allocator's name

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Corporate pension in Massachusetts

Corporate pension· Boston, Massachusetts

Corporate pension, based in Boston, Massachusetts, for 126 participants.

Composed from this allocator's classification, location and filed figures.

Funded ratio
99.9%
Fund commitments
1
Managers
1
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Commitments (1)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2025, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Massachusetts
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Dec 31, 2025 reported
Funded
99.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.0%
  • Non-interest-bearing cash 0.8%
  • U.S. Government securities 25.5%
  • Common/collective trusts 58.7%
  • Registered investment companies 13.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Agilis Long Credit Fundcollective trustAgilis Partners LLCPrivate credit$2.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
17 readings
Total assets
$0 Dec 31, 2025 reported Form 5500
$4.6M (2024-12)
Plan assets
$5.3M Jan 1, 2024 reported Form 5500
Net assets
$0 Dec 31, 2025 reported Form 5500
$4.6M (2024-12)
Funded ratio
99.9% Jan 1, 2024 reported Form 5500
Funding target
$5.4M Jan 1, 2024 reported Form 5500
Discount rate
5.00% Jan 1, 2024 reported Form 5500
Participants
126 Jan 1, 2025 reported Form 5500
129 (2024-01)
Contributions
$1.1M Dec 31, 2025 reported Form 5500
$134,334 (2024-12)
Benefits paid
$5.8M Dec 31, 2025 reported Form 5500
$474,439 (2024-12)
Net investment income
-$4.6M Dec 31, 2025 reported Form 5500
-$625,510 (2024-12)
Investment management fees
$34,167 Dec 31, 2025 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025126Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024129$5.3M$5.4M99.9%$4.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+3 more service providers

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: assets.

Record history

1 dated event on the change ledger, latest first
  • Total assets changed
    2025-12-31source

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

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+5 connections on the graph

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