4 more advisers, 1 more manager, 2 more commitments and 6 more dated events

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Foodland Super Market, Ltd. Pension Plan

Corporate pension· Honolulu, Hawaii

Corporate pension, based in Honolulu, Hawaii, reporting $56.4M in assets, for 758 participants.

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

Assets
$56.4M
Funded ratio
82.8%
Fund commitments
4
Managers
3
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Commitments (4)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 2024, Foodland Super Market, Ltd. Pension Plan first reports an interest in Loomis Sayles Multisector Full Disc (Loomis Sayles): $3M at 2024-12-31.

Capital path

who backs this record, through what, into what; each name opens its own path
Foodland Super Market, Ltd. Pension Plan
Funds committed to
All 4
Managers
All 4
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$56.4M
Total assets, Dec 31, 2024 reported
Funded
82.8%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
4
3 managers on Schedule C
Plan sponsor: Foodland Super Market, Ltd.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Non-interest-bearing cash 0.0%
  • Common/collective trusts 45.5%
  • Registered investment companies 40.1%
  • Common stock 12.3%
Consultants and advisers
7 firms

+4 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

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From Schedule C (investment management, code 28)

+2 more Schedule C managers

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What changed
11 events
  • Dec 31, 2024Holding started
    Foodland Super Market, Ltd. Pension Plan first reports an interest in Loomis Sayles Multisector Full Disc (Loomis Sayles): $3M at 2024-12-31
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Foodland Super Market, Ltd. Pension Plan first reports an interest in Legal & General Long Duration U.S. (Legal and General): $9M at 2024-12-31
    with Legal and Generalaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Foodland Super Market, Ltd. Pension Plan first reports an interest in Acadian Collective Investment Trust: $6M at 2024-12-31
    with Acadian Collective Investment Trustaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Loomis Sayles Trust Company appears on Foodland Super Market, Ltd. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Lgim appears on Foodland Super Market, Ltd. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov

+6 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
5 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024PRU U.S. Long Duration Corp Bdcollective trustPrudential Trust Co.Fixed income$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Legal & General Long Duration U.S.collective trustLegal and GeneralFixed income$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Acadian Collective Investment Trustcollective trustAcadianPooled vehicles$5.7M heldDisclosed holdingaskebsa.dol.gov

+2 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
$56.4M Dec 31, 2024 reported Form 5500
$56.8M (2023-12) · $58.8M (2022-12)
Plan assets
$56.7M Jan 1, 2024 reported Form 5500
$58.7M (2023-01) · $70.1M (2022-01)
Net assets
$56.3M Dec 31, 2024 reported Form 5500
$56.7M (2023-12) · $58.6M (2022-12)
Funded ratio
82.8% Jan 1, 2024 reported Form 5500
80.3% (2023-01) · 100.8% (2022-01)
Funding target
$59.9M Jan 1, 2024 reported Form 5500
$63.6M (2023-01) · $61.2M (2022-01)
Discount rate
5.21% Jan 1, 2024 reported Form 5500
5.34% (2023-01) · 5.52% (2022-01)
Participants
758 Jan 1, 2024 reported Form 5500
948 (2023-01) · 963 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $242,000 (2022-12)
Benefits paid
$2.3M Dec 31, 2024 reported Form 5500
$8.3M (2023-12) · $3.2M (2022-12)
Net investment income
-$448,616 Dec 31, 2024 reported Form 5500
-$1.9M (2023-12) · -$11.5M (2022-12)
Investment management fees
$152,035 Dec 31, 2024 reported Form 5500
$165,286 (2023-12) · $389,860 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024758$56.7M$59.9M82.8%$56.4MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023948$58.7M$63.6M80.3%$56.8MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022963$70.1M$61.2M100.8%$58.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+26 more service providers

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Provenance
Identifiers: EIN-PN 990068548-001
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

Foodland Super Market, Ltd. Pension Plan sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

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

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

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Record history

11 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source

+8 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

+13 connections on the graph

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