This allocator's name, 20 more commitments and 3 more dated events

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Corporate pension

Corporate pension

Corporate pension, reporting $142M in assets, for 782 participants.

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

Assets
$142M
Funded ratio
123.3%
Fund commitments
9
Managers
3
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Commitments (9)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: 1 Apr 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension
Funds committed to
All 9
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$142M
Total assets, Mar 31, 2025 reported
Funded
123.3%
Apr 1, 2024
Private markets target
no policy read
policy Mar 31, 2025
Commitments
9
3 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Partnership/joint venture interests 0.8%
  • Common/collective trusts 98.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
8 events
  • Apr 1, 2024Funded status changed
    down 16 pointsaskebsa.dol.gov
  • Apr 1, 2024Assets changed
    $13.2Maskebsa.dol.gov
  • Mar 31, 2024Holding endedinference
    with Mercer Core Passive Fixed Income$46.6Maskebsa.dol.gov
  • Mar 31, 2024Holding started
    with Mercer Passive Long Credit Fixed in$26.0Maskebsa.dol.gov
  • Mar 31, 2024Holding started
    with Mercer Passive Long Government Fixe$25.5Maskebsa.dol.gov

+3 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
23 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Mercer Global Low Volatility Equitycollective trustMercer Investments LLCPublic equity$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Mercer US Small/mid Cap Equity Portcollective trustMercer Investments LLCPublic equity$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Mercer Passive Long Credit Fixed incollective trustMercer Investments LLCPrivate credit$28.0M heldDisclosed holdingaskebsa.dol.gov

+20 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
30 readings
Total assets
$142M Mar 31, 2025 reported Form 5500
$134M (2024-03) · $121M (2023-03)
Plan assets
$134M Apr 1, 2024 reported Form 5500
$121M (2023-04) · $124M (2022-04)
Net assets
$142M Mar 31, 2025 reported Form 5500
$134M (2024-03) · $119M (2023-03)
Funded ratio
123.3% Apr 1, 2024 reported Form 5500
139.1% (2023-04) · 134.4% (2022-04)
Funding target
$108M Apr 1, 2024 reported Form 5500
$94.6M (2023-04) · $88.5M (2022-04)
Discount rate
5.29% Apr 1, 2024 reported Form 5500
5.40% (2023-04) · 5.56% (2022-04)
Participants
782 Apr 1, 2024 reported Form 5500
782 (2023-04) · 751 (2022-04)
Contributions
$5.9M Mar 31, 2025 reported Form 5500
$5.9M (2024-03) · $8.1M (2023-03)
Benefits paid
$4.5M Mar 31, 2025 reported Form 5500
$4.8M (2024-03) · $5.8M (2023-03)
Net investment income
$7.8M Mar 31, 2025 reported Form 5500
$15.3M (2024-03) · -$5.1M (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025782$134M$108M123.3%$142M$1.1MNot disclosedNot disclosed
2023 to Mar 31, 2024782$121M$94.6M139.1%$134MNot disclosedNot disclosedNot disclosed
2022 to Mar 31, 2023751$124M$88.5M134.4%$121MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+36 more service providers

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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.
Capital chain

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

Allocator commitments to a managerConsultant 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

8 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-03-31source
  • Holding in a pooled vehicle started
    2024-03-31source
  • Holding in a pooled vehicle started
    2024-03-31source

+5 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

+7 connections on the graph

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