This allocator's name, 9 more commitments and 6 more dated events

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Corporate pension in Massachusetts

Corporate pension· Hopkinton, Massachusetts

Corporate pension, based in Hopkinton, Massachusetts, reporting $6.0M in assets, for 4,725 participants.

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

Assets
$6.0M
Funded ratio
89.4%
Fund commitments
10
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Commitments (10)Allocation policyConsultants
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: 30 Sep 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
All 10
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$6.0M
Total assets, Sep 30, 2025 reported
Funded
89.4%
Oct 1, 2023
Private markets target
no policy read
policy Sep 30, 2025
Commitments
10
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • Common/collective trusts 98.6%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
What changed
11 events

+6 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
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025EB Temporary Investmentcollective trustBNY MellonPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$87.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023EB Dv Small Cap Stock Index Fundcollective trustBNY MellonPublic equity$15.4M heldDisclosed holdingaskebsa.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
26 readings
Total assets
$6.0M Sep 30, 2025 reported Form 5500
$447M (2024-09) · $409M (2023-09)
Plan assets
$407M Oct 1, 2023 reported Form 5500
$401M (2022-10)
Net assets
$6.0M Sep 30, 2025 reported Form 5500
$447M (2024-09) · $408M (2023-09)
Funded ratio
89.4% Oct 1, 2023 reported Form 5500
90.2% (2022-10)
Funding target
$463M Oct 1, 2023 reported Form 5500
$464M (2022-10)
Discount rate
5.13% Oct 1, 2023 reported Form 5500
5.30% (2022-10)
Participants
4,725 Oct 1, 2024 reported Form 5500
4,780 (2023-10) · 4,865 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $20.0M (2023-09)
Benefits paid
$453M Sep 30, 2025 reported Form 5500
$33.9M (2024-09) · $32.4M (2023-09)
Net investment income
-$441M Sep 30, 2025 reported Form 5500
$38.6M (2024-09) · $7.1M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20254,725Not disclosedNot disclosedn/a$6.0MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 20244,780$407M$463M89.4%$447MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 20234,865$401M$464M90.2%$409MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+19 more service providers

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

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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: managers.

Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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 ended
    2024-09-30source
  • Holding in a pooled vehicle ended
    2024-09-30source
  • Holding in a pooled vehicle ended
    2024-09-30source

+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

+4 connections on the graph

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