This allocator's name and 11 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· Charlton, Massachusetts

Corporate pension, based in Charlton, Massachusetts, for 121 participants.

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

Funded ratio
80.0%
Fund commitments
7
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Commitments (7)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: 6 Mar 2025, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Massachusetts
Funds committed to
All 7
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Mar 6, 2025 reported
Funded
80.0%
Sep 1, 2023
Private markets target
no policy read
policy Aug 31, 2024
Commitments
7
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Aug 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 74.3%
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
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
14 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2024Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$20,478 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$14,746 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$72,696 heldDisclosed holdingaskebsa.dol.gov

+11 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
26 readings
Total assets
$0 Mar 6, 2025 reported Form 5500
$4.5M (2024-08) · $3.5M (2023-08)
Plan assets
$3.5M Sep 1, 2023 reported Form 5500
$3.9M (2022-09)
Net assets
$0 Mar 6, 2025 reported Form 5500
$4.5M (2024-08) · $3.5M (2023-08)
Funded ratio
80.0% Sep 1, 2023 reported Form 5500
88.8% (2022-09)
Funding target
$4.3M Sep 1, 2023 reported Form 5500
$4.4M (2022-09)
Discount rate
5.17% Sep 1, 2023 reported Form 5500
5.33% (2022-09)
Participants
121 Sep 1, 2024 reported Form 5500
122 (2023-09) · 126 (2022-09)
Contributions
$0 Mar 6, 2025 reported Form 5500
$1.2M (2024-08) · $95,000 (2023-08)
Benefits paid
$4.4M Mar 6, 2025 reported Form 5500
$404,870 (2024-08) · $429,635 (2023-08)
Net investment income
-$4.5M Mar 6, 2025 reported Form 5500
$989,655 (2024-08) · -$468,628 (2023-08)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 6, 2025121Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2023 to Aug 31, 2024122$3.5M$4.3M80.0%$4.5MNot disclosedNot disclosedNot disclosed
2022 to Aug 31, 2023126$3.9M$4.4M88.8%$3.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+25 more service providers

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

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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.

Not yet on record: assets, managers.

Capital chain

This record 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.

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
  • Funded status changed
    2023-09-01source
  • Consultant changed
    2024-12-31source
  • Total assets changed
    2023-09-01source

+2 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

+3 connections on the graph

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