This allocator's name, 1 more adviser, 29 more commitments and 5 more dated events
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Corporate pension in New Jersey
Corporate pension, based in Elmwood Park, New Jersey, reporting $75.8M in assets, for 323 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $75.8M
- Funded ratio
- 121.0%
- Fund commitments
- 12
Nothing material in the last 90 days. Last change: 31 Dec 2025, Changed investment consultant to Towers Watson Investment Services.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Midcap Value I Sa-Z3 commitments
- Prin Inflation Protect Sa-R63 commitments
- Prin Liquid Assets Sep Acct-Z3 commitments
- Principal32 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.0%
- Pooled separate accounts 100.0%
- Towers Watson Investment Services, Investment adviser (plan)through Oct 8, 2025 Form 5500
- Kestra Advisory Services Investment adviser (plan)through Oct 8, 2023 Form 5500
- Principal Global Investors LLC Investment adviser (plan)through Oct 8, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Principal32 rows, latest Oct 8, 2025
- Dec 31, 2025Consultant changedinferencewith Towers Watson Investment Services,askebsa.dol.gov
- Dec 31, 2025Consultant changedinferencewith Kestra Advisory Servicesaskebsa.dol.gov
- Oct 8, 2025Holding started
- Oct 8, 2025Holding endedinference
- Dec 31, 2024Consultant changedinferencewith Towers Watson Investment Services,askebsa.dol.gov
+5 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 Oct 8, 2025 | Prin Midcap Value I Sa-Zseparate account | Principal | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 8, 2025 | Prin Inflation Protect Sa-R6separate account | Principal | Pooled vehicles | $17.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 8, 2025 | Prin Midcap Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov |
+29 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Oct 8, 2023 | 335 | Not disclosed | Not disclosed | n/a | $60.4M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Oct 8, 2025 | 323 | $70.9M | $47.0M | 121.0% | $75.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 8, 2024 | 328 | $60.4M | $47.6M | 103.0% | $70.9M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $157,409 PY2025
- Kestra Advisory Services, LLC codes 27 99 PY2025
- Principal Global Investors LLC codes 27 99 PY2025
+41 more service providers
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Provenance
Not yet on record: managers.
This record sits on 3 traced paths of capital across the graphs.
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
- Holding in a pooled vehicle started2025-10-08source
- Holding in a pooled vehicle started2024-10-08source
- Holding in a pooled vehicle ended2025-10-08source
+7 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
+5 connections on the graph
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