This allocator's name, 5 more advisers and 8 more dated events
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 New Jersey
Corporate pension, based in Camden, New Jersey, reporting $712M in assets, for 2,611 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $712M
- Funded ratio
- 84.2%
- Fund commitments
- 3
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- MFS International Growth Fund1 commitment
- Prin Core Plus Bond Sep Acct-Z1 commitment
- AEW Global Properties Sec Master1 commitment
- MFS Heritage Trust Company1 commitment
- Principal1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Master trust investment accounts 98.5%
- Pugh Capital Investment adviser (plan)through Dec 31, 2022 Form 5500
- UBS Global Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fidelity Institutional Asset Mgmt Investment adviser (plan)through Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- MFS Heritage Trust Company1 row, latest Dec 31, 2022
- Principal1 row, latest Dec 31, 2022
- MFS Heritage Trust Companyplan years 2022
- Franklin Templetonplan years 2024
- LSV Asset Managementplan years 2022
+8 more Schedule C managers
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- Dec 31, 2024Manager relationship startedwith Franklin Templetonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Pugh Capitalaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Segall Bryant & Hamill LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Nisa Investment Advisors, LLCaskebsa.dol.gov
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | MFS International Growth Fundcollective trust | MFS Heritage Trust Company | Pooled vehicles | $82.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | AEW Global Properties Sec Mastercollective trust | SEI Trust Company | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,611 | $699M | $849M | 84.2% | $712M | Not disclosed | $701M | Not disclosed |
| 2023 to Dec 31, 2023 | 2,576 | $645M | $803M | 82.0% | $703M | Not disclosed | $684M | Not disclosed |
| 2022 to Dec 31, 2022 | 6,400 | $1.5B | $1.5B | 100.5% | $1.4B | Not disclosed | Not disclosed | Not disclosed |
- Northern Trust Company codes 21 49 63 99 $1.0M PY2024
- Heitman/jmb Advisory Corporation codes 28 $557,555 PY2024
- Willis Towers Watson codes 11 $374,286 PY2024
+53 more service providers
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Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 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
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Manager relationship ended2023-12-31source
+10 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
+21 connections on the graph
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