This allocator's name and 25 more commitments

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Corporate pension in Massachusetts

Corporate pension· Quincy, Massachusetts

Corporate pension, based in Quincy, Massachusetts, reporting $242M in assets, for 369 participants.

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

Assets
$242M
Funded ratio
100.3%
Fund commitments
10
Managers
1
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Commitments (10)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, 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
All 10
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$242M
Total assets, Jun 30, 2025 reported
Funded
100.3%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
10
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Common/collective trusts 96.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
3 events
  • Jun 30, 2025Holding endedinference
    with Mercer Global Low Volatility Equity$6.6Maskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    down 7 pointsaskebsa.dol.gov
  • Jun 30, 2024Holding started
    with State Street Global Advisors Trust$9.7Maskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
28 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Mercer Emerging Markets Equity Portcollective trustMercer Investments LLCPublic equity$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Passive Long Government Fixecollective trustMercer Investments LLCPooled vehicles$37.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer US Core Real Estate Portfolicollective trustMercer Investments LLCReal estate$9.6M heldDisclosed holdingaskebsa.dol.gov

+25 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
$242M Jun 30, 2025 reported Form 5500
$229M (2024-06) · $223M (2023-06)
Plan assets
$229M Jul 1, 2024 reported Form 5500
$223M (2023-07) · $219M (2022-07)
Net assets
$242M Jun 30, 2025 reported Form 5500
$228M (2024-06) · $223M (2023-06)
Funded ratio
100.3% Jul 1, 2024 reported Form 5500
107.0% (2023-07) · 107.3% (2022-07)
Funding target
$187M Jul 1, 2024 reported Form 5500
$189M (2023-07) · $188M (2022-07)
Discount rate
5.38% Jul 1, 2024 reported Form 5500
5.25% (2023-07) · 5.41% (2022-07)
Participants
369 Jul 1, 2024 reported Form 5500
365 (2023-07) · 348 (2022-07)
Contributions
$7.3M Jun 30, 2025 reported Form 5500
$7.4M (2024-06) · $7.6M (2023-06)
Benefits paid
$12.9M Jun 30, 2025 reported Form 5500
$12.2M (2024-06) · $12.6M (2023-06)
Net investment income
$13.2M Jun 30, 2025 reported Form 5500
$5.8M (2024-06) · $3.8M (2023-06)
Investment management fees
$890,869 Jun 30, 2025 reported Form 5500
$823,456 (2024-06) · $779,424 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025369$229M$187M100.3%$242MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024365$223M$189M107.0%$229MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023348$219M$188M107.3%$223MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+45 more service providers

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

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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.
Capital chain

This record sits on 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path 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

3 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-06-30source
  • Holding in a pooled vehicle ended
    2025-06-30source
  • Funded status changed
    2024-07-01source

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

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+5 connections on the graph

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