1 more adviser, 3 more managers, 30 more commitments and 15 more dated events

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Investors Bank Pension Plan

Corporate pension· Johnston, Rhode Island

Corporate pension, based in Johnston, Rhode Island, reporting $146M in assets, for 1,264 participants.

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

Assets
$146M
Funded ratio
134.0%
Fund commitments
19
Managers
3
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Commitments (19)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, Investors Bank Pension Plan no longer reports Principal U.S. Property Sa-Z (Principal) (last held $432,847 at 2024-06-30; absent from the 2025-06-30 filing).

Capital path

who backs this record, through what, into what; each name opens its own path
Investors Bank Pension Plan
Funds committed to
All 19
Managers
All 6
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$146M
Total assets, Jun 30, 2025 reported
Funded
134.0%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
19
3 managers on Schedule C
Plan sponsor: Citizens Financial Group, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Common/collective trusts 79.8%
  • Registered investment companies 19.8%
Consultants and advisers
4 firms

+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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People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures

+3 more managers received commitments

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

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From Schedule C (investment management, code 28)

+3 more Schedule C managers

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What changed
20 events
  • Jun 30, 2025Holding endedinference
    Investors Bank Pension Plan no longer reports Principal U.S. Property Sa-Z (Principal) (last held $432,847 at 2024-06-30; absent from the 2025-06-30 filing)
    with Principalaskebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    Investors Bank Pension Plan no longer reports Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt) (last held $12M at 2024-06-30; absent from the 2025-06-30 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Principal Global Investors no longer appears on Investors Bank Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Investors Bank Pension Plan funded ratio 127.1% -> 134.0% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Holding endedinference
    Investors Bank Pension Plan no longer reports Prin Core Fix Inc Sep Acct-Z (Principal) (last held $279,679 at 2023-06-30; absent from the 2024-06-30 filing)
    with Principalaskebsa.dol.gov

+15 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
33 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Equity Index Non-Lendable Fundcollective trustBlackrock Investments, LLCPublic equity$25.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Blackrock Long Corporate Index Fundcollective trustBlackrock Investments, LLCPooled vehicles$37.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Jennison Small/mid Cap Equity Fundcollective trustPrudential Trust Co.Public equity$7.1M 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
$146M Jun 30, 2025 reported Form 5500
$140M (2024-06) · $134M (2023-06)
Plan assets
$140M Jul 1, 2024 reported Form 5500
$134M (2023-07) · $131M (2022-07)
Net assets
$146M Jun 30, 2025 reported Form 5500
$140M (2024-06) · $134M (2023-06)
Funded ratio
134.0% Jul 1, 2024 reported Form 5500
127.1% (2023-07) · 131.2% (2022-07)
Funding target
$104M Jul 1, 2024 reported Form 5500
$105M (2023-07) · $99.2M (2022-07)
Discount rate
5.29% Jul 1, 2024 reported Form 5500
5.28% (2023-07) · 5.46% (2022-07)
Participants
1,264 Jul 1, 2024 reported Form 5500
1,329 (2023-07) · 1,335 (2022-07)
Contributions
$0 Jun 30, 2025 reported Form 5500
$0 (2024-06) · $0 (2023-06)
Benefits paid
$7.6M Jun 30, 2025 reported Form 5500
$5.4M (2024-06) · $4.7M (2023-06)
Net investment income
$6.5M Jun 30, 2025 reported Form 5500
$5.9M (2024-06) · $731,945 (2023-06)
Investment management fees
$169,096 Jun 30, 2025 reported Form 5500
$199,595 (2024-06) · $14,795 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20251,264$140M$104M134.0%$146MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 20241,329$134M$105M127.1%$140MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 20231,335$131M$99.2M131.2%$134MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+61 more service providers

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

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Provenance
Identifiers: EIN-PN 050412693-014
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

Investors Bank Pension Plan sits on 10 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 10 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

20 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-06-30source
  • Holding in a pooled vehicle ended
    2024-06-30source
  • Holding in a pooled vehicle ended
    2024-06-30source

+17 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

+11 connections on the graph

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