This allocator's name, 4 more advisers and 1 more dated event

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Corporate pension in Connecticut

Corporate pension· Farmington, Connecticut

Corporate pension, based in Farmington, Connecticut, reporting $42B in assets, for 288,395 participants.

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

Assets
$42B
Funded ratio
103.4%
Fund commitments
1
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (1)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: 31 Dec 2024, Changed investment consultant to Carson Rollins.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Connecticut
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$42B
Total assets, Dec 31, 2024 reported
Funded
103.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 0.1%
  • Other investments 0.2%
  • Master trust investment accounts 99.8%
  • Pooled separate accounts 0.0%
Consultants and advisers
7 firms

+4 more consultants and advisers advise this allocator

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

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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
6 events

+1 more dated event

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
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Separate Account 00041separate accountMetropolitan Life Insurance CompanyPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account 00041separate accountMetropolitan Life Insurance CompanyPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
21 readings
Total assets
$42B Dec 31, 2024 reported Form 5500
$44B (2023-12)
Plan assets
$44B Jan 1, 2024 reported Form 5500
$27B (2023-01)
Net assets
$42B Dec 31, 2024 reported Form 5500
$44B (2023-12)
Funded ratio
103.4% Jan 1, 2024 reported Form 5500
107.5% (2023-01)
Funding target
$41B Jan 1, 2024 reported Form 5500
$25B (2023-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.18% (2023-01)
Participants
288,395 Jan 1, 2024 reported Form 5500
190,131 (2023-01)
Contributions
$20.5M Dec 31, 2024 reported Form 5500
$532,708 (2023-12)
Benefits paid
$3.2B Dec 31, 2024 reported Form 5500
$1.9B (2023-12)
Net investment income
-$2.1B Dec 31, 2024 reported Form 5500
$442M (2023-12)
Investment management fees
$35,916 Dec 31, 2024 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024288,395$44B$41B103.4%$42BNot disclosed$42BNot disclosed
2023 to Dec 31, 2023190,131$27B$25B107.5%$44BNot disclosed$44BNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+37 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 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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

6 dated events on the change ledger, latest first
  • Funded status changed
    2024-01-01source
  • Consultant changed
    2024-12-31source
  • Manager relationship started
    2024-12-31source

+3 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

+9 connections on the graph

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