DFX Intelligence

This allocator's name, 2 more advisers, 2 more managers, 38 more commitments and 1 more dated event

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 Massachusetts

Corporate pension· Wilmington, Massachusetts

Corporate pension, based in Wilmington, Massachusetts, reporting $139M in assets, for 1,196 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $139M
Funded ratio: 83.1%
Fund commitments: 15
Managers: 2

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Commitments (15)Allocation policy Managers

As of 2025-12-31 · 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, Changed investment consultant to Aon.

Capital path

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

Corporate pension in Massachusetts

Funds committed to

S.S. US Reit Indx Nl3 commitments
The Aon Hewitt Liquid Alternatives3 commitments
EB Temporary Investment3 commitments

All 15

Managers

AON Trust Company LLC25 commitments
State Street Global Advisors Trust Company6 commitments
Nisa4 commitments

All 5

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

Corporate pension

Assets

$139M

Total assets, Dec 31, 2024 reported

Funded

83.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

103-12 investment entities 4.4%
Common/collective trusts 94.9%

Consultants and advisers

5 firms

Aon General consultantthrough Dec 31, 2023 Form 5500
Hewitt Associates Actuarythrough Dec 31, 2022 Form 5500
State Street Global Advisors Custodianthrough Dec 31, 2022 Form 5500

+2 more consultants and advisers advise this allocator

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

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

People

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

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

AON Trust Company LLC25 rows, latest Dec 31, 2024
State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
Nisa4 rows, latest Dec 31, 2024

+2 more managers received commitments

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

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

From Schedule C (investment management, code 28)

Nisaplan years
AON Investment USA, Inc.plan years 2024
AON Investments USA Incplan years 2023

+1 more Schedule C manager

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

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What changed

6 events

Dec 31, 2025Manager relationship started
with AON Hewitt Investment Consulting, Iaskebsa.dol.gov
Dec 31, 2025Consultant changedinference
with Aonaskebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2023Holding started
with Nisa Ultra Long Treasury Cif$30.0Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with AON Trust Company LLC$53.5Maskebsa.dol.gov

+1 more dated event

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

41 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	S.S. US Reit Indx Nlcollective trust	State Street Global Advisors Trust Company	Real estate	$7.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Aon Hewitt Liquid Alternatives103 12 ie	AON Investment USA, Inc.	Hedge / diversifiers	$6.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$3.6M held	Disclosed holding	askebsa.dol.gov

+38 more commitments

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

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

Size and funding

29 readings

Total assets

$139M Dec 31, 2024 reported Form 5500

$147M (2023-12) · $146M (2022-12)

Plan assets

$147M Jan 1, 2024 reported Form 5500

$146M (2023-01)

Net assets

$139M Dec 31, 2024 reported Form 5500

$147M (2023-12) · $146M (2022-12)

Funded ratio

83.1% Jan 1, 2024 reported Form 5500

80.0% (2023-01)

Funding target

$191M Jan 1, 2024 reported Form 5500

$191M (2023-01)

Discount rate

5.20% Jan 1, 2024 reported Form 5500

5.30% (2023-01)

Participants

1,196 Jan 1, 2024 reported Form 5500

1,200 (2023-01) · 1,202 (2022-01)

Contributions

$4.0M Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$11.5M Dec 31, 2024 reported Form 5500

$11.2M (2023-12) · $10.9M (2022-12)

Net investment income

-$8.0M Dec 31, 2024 reported Form 5500

$1.3M (2023-12) · -$68.8M (2022-12)

Investment management fees

$180,126 Dec 31, 2024 reported Form 5500

$181,394 (2023-12) · $29,155 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2022	1,202	Not disclosed	Not disclosed	n/a	$146M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	1,196	$147M	$191M	83.1%	$139M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,200	$146M	$191M	80.0%	$147M	Not disclosed	Not disclosed	Not disclosed

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

AON Consulting, Inc. codes 11 50 $138,699 PY2025
AON Hewitt Investment Consultants codes 28 50 $71,888 PY2025
The Bank of New York Mellon codes 21 50 $71,857 PY2025

+58 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 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 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

6 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source

+3 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

+10 connections on the graph

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