This allocator's name and 30 more commitments

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Corporate pension in Massachusetts

Corporate pension· Cambridge, Massachusetts

Corporate pension, based in Cambridge, Massachusetts, reporting $93.8M in assets, for 689 participants.

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

Assets
$93.8M
Funded ratio
96.8%
Fund commitments
12
Managers
1
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Commitments (12)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: 30 Jun 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
All 12
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$93.8M
Total assets, Jun 30, 2025 reported
Funded
96.8%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
12
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Insurance company general account 0.8%
  • Common/collective trusts 99.2%
Consultants and advisers
1 firm
  • Mercer Actuarythrough Jun 30, 2023 Form 5500
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
4 events
  • Jun 30, 2025Holding endedinference
    with Mercer Global Low Volatility Equity$1.4Maskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    down 6 pointsaskebsa.dol.gov
  • Jun 30, 2024Holding endedinference
    with Mercer Ultra Long Duration Portfoli$1.2Maskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    down 6 pointsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
33 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Mercer Long Strips Fixed Incomecollective trustMercer Investments LLCFixed income$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Emerging Markets Equity Portcollective trustMercer Investments LLCPublic equity$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Active Intermediate Credit Fcollective trustMercer Investments LLCPrivate credit$11.5M heldDisclosed holdingaskebsa.dol.gov

+30 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
33 readings
Total assets
$93.8M Jun 30, 2025 reported Form 5500
$93.4M (2024-06) · $92.9M (2023-06)
Plan assets
$93.3M Jul 1, 2024 reported Form 5500
$92.9M (2023-07) · $93.7M (2022-07)
Net assets
$93.8M Jun 30, 2025 reported Form 5500
$93.4M (2024-06) · $92.9M (2023-06)
Funded ratio
96.8% Jul 1, 2024 reported Form 5500
103.1% (2023-07) · 108.6% (2022-07)
Funding target
$93.1M Jul 1, 2024 reported Form 5500
$93.3M (2023-07) · $89.5M (2022-07)
Discount rate
5.39% Jul 1, 2024 reported Form 5500
5.27% (2023-07) · 5.44% (2022-07)
Participants
689 Jul 1, 2024 reported Form 5500
695 (2023-07) · 705 (2022-07)
Contributions
$0 Jun 30, 2025 reported Form 5500
$3.6M (2024-06) · $3.0M (2023-06)
Benefits paid
$4.9M Jun 30, 2025 reported Form 5500
$4.6M (2024-06) · $4.4M (2023-06)
Net investment income
$413,323 Jun 30, 2025 reported Form 5500
$421,758 (2024-06) · -$774,911 (2023-06)
Investment management fees
$185,567 Jun 30, 2025 reported Form 5500
$278,533 (2024-06) · $241,493 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025689$93.3M$93.1M96.8%$93.8MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024695$92.9M$93.3M103.1%$93.4MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023705$93.7M$89.5M108.6%$92.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer Investments LLC codes 50 51 52 $185,567 PY2024
  • Tiaa codes 12 38 50 $60,500 PY2024
  • Mercer US Small/mid Cap Equity Port Sched. D C $1.5M PY2024

+41 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.
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.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

4 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-06-30source
  • Holding in a pooled vehicle ended
    2025-06-30source
  • Funded status changed
    2023-07-01source

+1 more change 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

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+4 connections on the graph

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