This allocator's name, 3 more advisers, 3 more managers, 29 more commitments and 21 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 Charlestown, Massachusetts, reporting $703M in assets, for 14,200 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $703M
- Funded ratio
- 84.4%
- Fund commitments
- 19
- Managers
- 5
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Msci Eafe 100% Hedged to Usd2 commitments
- Ftse Rafi US 1000 Index Nl Ctf2 commitments
- State Street Msci Eafe Index Ctf2 commitments
- State Street Global Advisors Trust Company17 commitments
- Nepc, LLC7 commitments
- State Street Global Advisors Trust4 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.0%
- Partnership/joint venture interests 2.0%
- Common/collective trusts 94.5%
- Riverwood Capital Management LP Investment adviser (plan)through Jun 30, 2023 Form 5500
- Nepc, LLC Pension consultantthrough Jun 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Jun 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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- State Street Global Advisors Trust Company17 rows, latest Jun 30, 2025
- Nepc, LLC7 rows, latest Jun 30, 2025
- State Street Global Advisors Trust4 rows, latest Jun 30, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Metis Global Partners, LLCplan years
- Metlifeplan years
- Nepc, LLCplan years
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jun 30, 2025Holding started
- Jun 30, 2025Holding started
- Jun 30, 2025Holding endedinference
- Jun 30, 2025Holding endedinference
- Jun 30, 2025Holding started
+21 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 Jun 30, 2025 | Metis Real Assets Index Portfolio103 12 ie | Metis Global Partners, LLC | Real assets | $32.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Msci Eafe 100% Hedged to Usdcollective trust | State Street Global Advisors Trust Company | Hedge / diversifiers | $13.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ftse Rafi US 1000 Index Nl Ctfcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $19.4M 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 14,200 | $690M | $800M | 84.4% | $703M | $14.3M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 14,146 | $671M | $803M | 88.6% | $688M | $47.6M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 14,516 | $709M | $790M | 92.1% | $671M | $46.0M | Not disclosed | Not disclosed |
- Willis Towers Watson LLC codes 11 14 17 50 $742,292 PY2024
- Nepc, LLC codes 17 50 $375,392 PY2024
- State Street Global Advisors codes 18 19 50 51 $182,845 PY2024
+66 more service providers
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Provenance
This record sits on 11 traced paths of capital across the graphs.
DFX traced 11 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 started2024-06-30source
- Holding in a pooled vehicle ended2025-06-30source
- Holding in a pooled vehicle started2025-06-30source
+25 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
+19 connections on the graph
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