DFX Intelligence

This allocator's name, 13 more commitments and 5 more dated events

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· Newton, Massachusetts

Corporate pension, based in Newton, Massachusetts, reporting $23.0M in assets, for 431 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $23.0M
Funded ratio: 94.1%
Fund commitments: 8

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (8)Allocation policy

As of 2024-12-31 · 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, 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

Prin Midcap S&p 400 Idx Sa-Z3 commitments
Prin Lgcp S&p 500 Index Sa-Z3 commitments
Prin Smcap S&p 600 Index Sa-Z3 commitments

All 8

Managers

Principal16 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$23.0M

Total assets, Dec 31, 2024 reported

Funded

94.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Pooled separate accounts 99.5%

Consultants and advisers

3 firms

Principal Global Investors LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
Regions Bank Investment adviser (plan)through Dec 31, 2022 Form 5500
Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500

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

Principal16 rows, latest Dec 31, 2024

What changed

10 events

Dec 31, 2024Holding endedinference
with Principal$3.6Maskebsa.dol.gov
Dec 31, 2024Holding started
with Principal$9.0Maskebsa.dol.gov
Jan 1, 2024Funded status changed
2 pointsaskebsa.dol.gov
Dec 31, 2023Holding started
with Principal$2.1Maskebsa.dol.gov
Dec 31, 2023Holding started
with Principal$12.9Maskebsa.dol.gov

+5 more dated events

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

16 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prin Midcap S&p 400 Idx Sa-Zseparate account	Principal	Pooled vehicles	$183,340 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Smcap S&p 600 Index Sa-Zseparate account	Principal	Pooled vehicles	$68,753 held	Disclosed holding	askebsa.dol.gov

+13 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

33 readings

Total assets

$23.0M Dec 31, 2024 reported Form 5500

$23.6M (2023-12) · $22.1M (2022-12)

Plan assets

$23.6M Jan 1, 2024 reported Form 5500

$22.1M (2023-01) · $28.7M (2022-01)

Net assets

$23.0M Dec 31, 2024 reported Form 5500

$23.6M (2023-12) · $22.1M (2022-12)

Funded ratio

94.1% Jan 1, 2024 reported Form 5500

92.0% (2023-01) · 109.4% (2022-01)

Funding target

$24.7M Jan 1, 2024 reported Form 5500

$25.2M (2023-01) · $25.0M (2022-01)

Discount rate

5.08% Jan 1, 2024 reported Form 5500

5.22% (2023-01) · 5.40% (2022-01)

Participants

431 Jan 1, 2024 reported Form 5500

452 (2023-01) · 486 (2022-01)

Contributions

$379,524 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$1.3M Dec 31, 2024 reported Form 5500

$1.8M (2023-12) · $1.8M (2022-12)

Net investment income

-$538,518 Dec 31, 2024 reported Form 5500

$1.5M (2023-12) · -$6.6M (2022-12)

Investment management fees

$18,945 Dec 31, 2024 reported Form 5500

$19,306 (2023-12) · $19,858 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	431	$23.6M	$24.7M	94.1%	$23.0M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	452	$22.1M	$25.2M	92.0%	$23.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	486	$28.7M	$25.0M	109.4%	$22.1M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Principal Life Insurance Company codes 13 50 64 $100,941 PY2024
Principal Global Investors, LLC codes 27 50 $13,972 PY2024
PFK O'Connor Davies LLP codes 10 50 $8,000 PY2024

+30 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths 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

10 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source

+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

+4 connections on the graph

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