4 more commitments and 2 more dated events

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Blue Bird Body Company Employee Pension Plan

Corporate pension· Fort Valley, Georgia

Corporate pension, based in Fort Valley, Georgia, reporting $114M in assets, for 2,494 participants.

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

Assets
$114M
Funded ratio
109.6%
Fund commitments
3
Managers
1
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 Oct 2025, Blue Bird Body Company Employee Pension Plan no longer reports Fidelity 500 Index (last held $25M at 2024-10-31; absent from the 2025-10-31 filing).

Capital path

who backs this record, through what, into what; each name opens its own path
Blue Bird Body Company Employee Pension Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$114M
Total assets, Oct 31, 2025 reported
Funded
109.6%
Nov 1, 2024
Private markets target
no policy read
policy Oct 31, 2025
Commitments
3
1 manager on Schedule C
Plan sponsor: Blue Bird Body Company
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Insurance company general account 0.2%
  • Pooled separate accounts 99.8%
Consultants and advisers
2 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
7 events
  • Oct 31, 2025Holding endedinference
    Blue Bird Body Company Employee Pension Plan no longer reports Fidelity 500 Index (last held $25M at 2024-10-31; absent from the 2025-10-31 filing)
    with Fidelity 500 Indexaskebsa.dol.gov
  • Oct 31, 2025Holding endedinference
    Blue Bird Body Company Employee Pension Plan no longer reports Massmutual Mid Cap Growth I (last held $3M at 2024-10-31; absent from the 2025-10-31 filing)
    with Massmutual Mid Cap Growth Iaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    NEW England Wealth Management, LLC appears on Blue Bird Body Company Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with NEW England Wealth Management, LLCaskebsa.dol.gov
  • Nov 1, 2024Funded status changed
    Blue Bird Body Company Employee Pension Plan funded ratio 99.7% -> 109.6% (2023-11-01 to 2024-11-01)
  • Nov 1, 2024Assets changed
    Blue Bird Body Company Employee Pension Plan plan assets $102M -> $116M (+13.9%, 2023-11-01 to 2024-11-01)

+2 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
7 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025Massmutual US Govt Mny Mkt R5separate accountDreyfusPooled vehicles$114M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Massmutual Mid Cap Growth Iseparate accountAmerican FundsPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Fidelity 500 Indexseparate accountFidelity InvestmentsPooled vehicles$24.7M heldDisclosed holdingaskebsa.dol.gov

+4 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
31 readings
Total assets
$114M Oct 31, 2025 reported Form 5500
$116M (2024-10) · $102M (2023-10)
Plan assets
$116M Nov 1, 2024 reported Form 5500
$102M (2023-11) · $111M (2022-11)
Net assets
$114M Oct 31, 2025 reported Form 5500
$116M (2024-10) · $102M (2023-10)
Funded ratio
109.6% Nov 1, 2024 reported Form 5500
99.7% (2023-11) · 102.3% (2022-11)
Funding target
$106M Nov 1, 2024 reported Form 5500
$112M (2023-11) · $119M (2022-11)
Discount rate
5.34% Nov 1, 2024 reported Form 5500
5.18% (2023-11) · 5.37% (2022-11)
Participants
2,494 Nov 1, 2024 reported Form 5500
2,543 (2023-11) · 2,881 (2022-11)
Contributions
$432,197 Oct 31, 2025 reported Form 5500
$467,803 (2024-10) · $0 (2023-10)
Benefits paid
$8.0M Oct 31, 2025 reported Form 5500
$7.9M (2024-10) · $14.1M (2023-10)
Net investment income
-$1.8M Oct 31, 2025 reported Form 5500
$14.2M (2024-10) · -$9.0M (2023-10)
Investment management fees
$50,000 Oct 31, 2025 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 20252,494$116M$106M109.6%$114MNot disclosedNot disclosedNot disclosed
2023 to Oct 31, 20242,543$102M$112M99.7%$116MNot disclosedNot disclosedNot disclosed
2022 to Oct 31, 20232,881$111M$119M102.3%$102MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Ins. Co. of America codes 14 64 $217,961 PY2024
  • NEW England Wealth Management, LLC codes 27 28 $50,000 PY2024
  • Blue Bird Body Company codes 14 $45,382 PY2024

+39 more service providers

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Provenance
Identifiers: EIN-PN 580813156-001
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

Blue Bird Body Company Employee Pension Plan sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

7 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2025-10-31source
  • Holding in a pooled vehicle ended
    2025-10-31source
  • Funded status changed
    2023-11-01source

+4 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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