This allocator's name, 3 more advisers, 4 more managers, 20 more commitments and 10 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, based in Worcester, Massachusetts, reporting $1.3B in assets, for 13,636 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.3B
- Funded ratio
- 83.5%
- Fund commitments
- 9
- Managers
- 6
Nothing material in the last 90 days. Last change: 30 Sep 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- IR & M Long Govt Credit Fund3 commitments
- Bnym Mellon Db Bd Mkt Stk Index Fd3 commitments
- Ssga Long US Treasury Index Nl Fund3 commitments
- BNY Mellon3 commitments
- State Street Global Advisors Trust Company3 commitments
- State Street Global Advisors Trust3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.0%
- Corporate debt instruments (other) 1.1%
- Corporate debt instruments (preferred) 1.4%
- U.S. Government securities 0.2%
- Other investments 0.1%
- Partnership/joint venture interests 35.2%
- 103-12 investment entities 9.5%
- Common/collective trusts 33.9%
- Registered investment companies 11.3%
- Common stock 3.5%
- Nepc, LLC Investment adviser (plan)through Sep 30, 2023 Form 5500
- Mellon Capital Management Trusteethrough Sep 30, 2024 Form 5500
- Mellon Capital Mgmt Trusteethrough Sep 30, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- BNY Mellon3 rows, latest Sep 30, 2025
- State Street Global Advisors Trust Company3 rows, latest Sep 30, 2025
- State Street Global Advisors Trust3 rows, latest Sep 30, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Income Research & Mgmt. Inc.plan years
- Polen Capitalplan years
- Pacific Investmt Management Co LLCplan years 2025
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding endedinference
- Dec 31, 2024Consultant changedinferencewith Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Nepc, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Pacific Investmt Management Co LLCaskebsa.dol.gov
+10 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 Sep 30, 2025 | IR & M Long Govt Credit Fund103 12 ie | Income Research & Management | Private credit | $92.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Bnym Mellon Db Bd Mkt Stk Index Fdcollective trust | BNY Mellon | Pooled vehicles | $216M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Ssga Long US Treasury Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Fixed income | $162M held | Disclosed holding | askebsa.dol.gov |
+20 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 13,636 | $1.2B | $1.2B | 83.5% | $1.3B | $455M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 12,909 | $989M | $1.2B | 84.0% | $1.2B | $356M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 12,485 | $929M | $1.1B | 86.4% | $992M | $283M | $0 | Not disclosed |
- Willis Towers Watson US LLC codes 11 14 17 50 $1.3M PY2024
- Cambridge Associates LLC codes 28 51 $600,000 PY2024
- Boston Partners codes 28 51 72 $316,053 PY2024
+63 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 ended2024-09-30source
- Holding in a pooled vehicle ended2025-09-30source
- Holding in a pooled vehicle ended2025-09-30source
+12 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
+18 connections on the graph
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