DFX Intelligence

This allocator's name and 24 more commitments

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· Concord, Massachusetts

Corporate pension, based in Concord, Massachusetts, reporting $69.1M in assets, for 1,706 participants.

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

As of 2025-09-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $69.1M
Funded ratio: 74.0%
Fund commitments: 10
Managers: 2

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Commitments (10)Allocation policy Managers

As of 2025-09-30 · 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, Holding ended.

Capital path

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

Corporate pension in Massachusetts

Funds committed to

Mercer Passive Long Government Fixe3 commitments
Mercer Opportunistic Fixed Income3 commitments
Mercer US Small/mid Cap Equity Port3 commitments

All 10

Managers

Mercer Investments LLC27 commitments

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

Corporate pension

Assets

$69.1M

Total assets, Sep 30, 2025 reported

Funded

74.0%

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)

Common/collective trusts 94.2%
Registered investment companies 0.9%

Consultants and advisers

3 firms

State Street Bank & Trust Company Custodianthrough Sep 30, 2025 Form 5500
Mercer Investments LLC Actuarythrough Sep 30, 2023 Form 5500
Mercer Actuarythrough Sep 30, 2023 Form 5500

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

Mercer Investments LLC27 rows, latest Sep 30, 2025

From Schedule C (investment management, code 28)

Mercer Investments LLCplan years
Mercer Investments LLCplan years 2025

What changed

5 events

Sep 30, 2025Holding endedinference
with Mercer Global Low Volatility Equity$1.2Maskebsa.dol.gov
Oct 1, 2024Funded status changed
down 2 pointsaskebsa.dol.gov
Oct 1, 2024Assets changed
$8.8Maskebsa.dol.gov
Sep 30, 2024Holding endedinference
with Mercer Long Strips Fixed Income$897Kaskebsa.dol.gov
Sep 30, 2024Assets changed
$8.9Maskebsa.dol.gov

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

Commitments

27 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	Mercer Passive Long Government Fixecollective trust	Mercer Investments LLC	Pooled vehicles	$9.1M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Mercer Opportunistic Fixed Incomecollective trust	Mercer Investments LLC	Hedge / diversifiers	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Investments LLC	Public equity	$2.8M held	Disclosed holding	askebsa.dol.gov

+24 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

32 readings

Total assets

$69.1M Sep 30, 2025 reported Form 5500

$71.2M (2024-09) · $62.3M (2023-09)

Plan assets

$68.4M Oct 1, 2024 reported Form 5500

$59.6M (2023-10) · $58.2M (2022-10)

Net assets

$68.9M Sep 30, 2025 reported Form 5500

$71.1M (2024-09) · $62.2M (2023-09)

Funded ratio

74.0% Oct 1, 2024 reported Form 5500

76.0% (2023-10) · 74.8% (2022-10)

Funding target

$83.2M Oct 1, 2024 reported Form 5500

$85.7M (2023-10) · $85.6M (2022-10)

Discount rate

5.32% Oct 1, 2024 reported Form 5500

5.17% (2023-10) · 5.34% (2022-10)

Participants

1,706 Oct 1, 2024 reported Form 5500

1,727 (2023-10) · 1,746 (2022-10)

Contributions

$3.4M Sep 30, 2025 reported Form 5500

$4.1M (2024-09) · $4.8M (2023-09)

Benefits paid

$9.3M Sep 30, 2025 reported Form 5500

$5.7M (2024-09) · $5.6M (2023-09)

Net investment income

-$2.2M Sep 30, 2025 reported Form 5500

$8.9M (2024-09) · $2.7M (2023-09)

Investment management fees

$244,125 Sep 30, 2025 reported Form 5500

$12,500 (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	1,706	$68.4M	$83.2M	74.0%	$69.1M	Not disclosed	Not disclosed	Not disclosed
2023 to Sep 30, 2024	1,727	$59.6M	$85.7M	76.0%	$71.2M	Not disclosed	Not disclosed	Not disclosed
2022 to Sep 30, 2023	1,746	$58.2M	$85.6M	74.8%	$62.3M	Not disclosed	Not disclosed	Not disclosed

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

Mercer codes 11 13 $453,162 PY2024
Mercer Investments LLC codes 28 51 $244,125 PY2024
State Street Bank and Trust Company codes 19 25 $62,500 PY2024

+38 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 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path 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

5 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2025-09-30source
Holding in a pooled vehicle ended
2024-09-30source
Funded status changed
2024-10-01source

+2 more changes on this record's ledger

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

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

+6 connections on the graph

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