DFX Intelligence

This allocator's name, 9 more commitments and 5 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Vermont

Corporate pension· Springfield, Vermont

Corporate pension, based in Springfield, Vermont, reporting $9.6M in assets, for 313 participants.

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

As of 2024-10-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $9.6M
Funded ratio: 94.6%
Fund commitments: 9
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (9)Allocation policy Managers

As of 2024-10-01 · 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: 1 Oct 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Vermont

Funds committed to

Principal Ldi Corporate 25 + Years2 commitments
Principal Ldi Corporate 5-15 Years2 commitments
Principal Ldi Corporate 15-25 Years2 commitments

All 9

Managers

Principal Global Investors LLC6 commitments
Vanguard6 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$9.6M

Total assets, Sep 30, 2025 reported

Funded

94.6%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.0%
Non-interest-bearing cash 0.8%
Registered investment companies 98.9%

Consultants and advisers

2 firms

Principal Spectrum Asset Management Investment adviser (plan)through Sep 30, 2023 Form 5500
NEW England Retirement Consultants Actuarythrough Sep 30, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Principal Global Investors LLC6 rows, latest Sep 30, 2025
Vanguard6 rows, latest Sep 30, 2023

From Schedule C (investment management, code 28)

Principal Global Investors LLCplan years
Vanguardplan years

What changed

10 events

Oct 1, 2024Funded status changed
10 pointsaskebsa.dol.gov
Sep 30, 2024Holding endedinference
with Vanguard Mid Cap Index$192Kaskebsa.dol.gov
Sep 30, 2024Holding endedinference
with Vanguard Developed Markets Index$963Kaskebsa.dol.gov
Sep 30, 2024Holding endedinference
with Vanguard Emerging Markets Index$228Kaskebsa.dol.gov
Sep 30, 2024Holding endedinference
with Vanguard Prime Money Market$5.6Maskebsa.dol.gov

+5 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

12 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	Principal Ldi Corporate 25 + Yearscollective trust	Principal Global Investors LLC	Pooled vehicles	$190,688 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Principal Ldi Corporate 5-15 Yearscollective trust	Principal Global Investors LLC	Pooled vehicles	$6.7M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Principal Ldi Corporate 15-25 Yearscollective trust	Principal Global Investors LLC	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov

+9 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

33 readings

Total assets

$9.6M Sep 30, 2025 reported Form 5500

$10.0M (2024-09) · $9.2M (2023-09)

Plan assets

$10.0M Oct 1, 2024 reported Form 5500

$9.2M (2023-10) · $9.0M (2022-10)

Net assets

$9.6M Sep 30, 2025 reported Form 5500

$10.0M (2024-09) · $9.2M (2023-09)

Funded ratio

94.6% Oct 1, 2024 reported Form 5500

84.2% (2023-10) · 82.7% (2022-10)

Funding target

$10.6M Oct 1, 2024 reported Form 5500

$11.0M (2023-10) · $10.9M (2022-10)

Discount rate

5.29% Oct 1, 2024 reported Form 5500

5.13% (2023-10) · 5.30% (2022-10)

Participants

313 Oct 1, 2024 reported Form 5500

316 (2023-10) · 318 (2022-10)

Contributions

$282,869 Sep 30, 2025 reported Form 5500

$384,160 (2024-09) · $415,205 (2023-09)

Benefits paid

$867,530 Sep 30, 2025 reported Form 5500

$848,039 (2024-09) · $825,267 (2023-09)

Net investment income

-$439,702 Sep 30, 2025 reported Form 5500

$752,662 (2024-09) · $268,102 (2023-09)

Investment management fees

$50,400 Sep 30, 2025 reported Form 5500

$50,000 (2024-09) · $50,000 (2023-09)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Sep 30, 2025	313	$10.0M	$10.6M	94.6%	$9.6M	Not disclosed	Not disclosed	Not disclosed
2023 to Sep 30, 2024	316	$9.2M	$11.0M	84.2%	$10.0M	Not disclosed	Not disclosed	Not disclosed
2022 to Sep 30, 2023	318	$9.0M	$10.9M	82.7%	$9.2M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

NEW England Retirement Consultants codes 11 17 $79,505 PY2024
Bdmp Assurance, LLP codes 10 $14,500 PY2024
Principal Custody Solutions codes 27 50 99 $8,031 PY2024

+21 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

10 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-09-30source
Holding in a pooled vehicle ended
2024-09-30source
Holding in a pooled vehicle ended
2024-09-30source

+7 more changes on this record's ledger

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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

every published relationship on the graph

+5 connections on the graph

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