This allocator's name, 30 more commitments and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Corporate pension in Massachusetts

Corporate pension· Wellesley, Massachusetts

Corporate pension, based in Wellesley, Massachusetts, reporting $69.4M in assets, for 416 participants.

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

Assets
$69.4M
Funded ratio
97.1%
Fund commitments
13
Managers
3
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (13)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 started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Massachusetts
Funds committed to
All 13
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$69.4M
Total assets, Jun 30, 2025 reported
Funded
97.1%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
13
3 managers 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 0.0%
  • Common/collective trusts 98.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
6 events
  • Jun 30, 2025Holding started
    with State Street Global Advisors Trust$2.8Maskebsa.dol.gov
  • Jun 30, 2025Holding started
    with 3-10 Treas Indx Fund$25Kaskebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    with State Street Global Advisors Trust Company$33Kaskebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    with State Street Global Advisors Trust$28Kaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    3 pointsaskebsa.dol.gov

+1 more dated event

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
33 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 20253-10 Treas Indx Fundcollective trustState Street Global Advisors Trust CompanyPooled vehicles$25,310 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025S&p 500 Flagship Nl Fundcollective trustState Street Global Advisors Trust CompanyPooled vehicles$22.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Emerging Markets Ctfcollective trustState Street Bank & Trust CompanyPublic equity$3.8M heldDisclosed holdingaskebsa.dol.gov

+30 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
$69.4M Jun 30, 2025 reported Form 5500
$67.0M (2024-06) · $61.5M (2023-06)
Plan assets
$66.9M Jul 1, 2024 reported Form 5500
$61.4M (2023-07) · $54.3M (2022-07)
Net assets
$69.4M Jun 30, 2025 reported Form 5500
$67.0M (2024-06) · $61.5M (2023-06)
Funded ratio
97.1% Jul 1, 2024 reported Form 5500
98.1% (2023-07) · 95.4% (2022-07)
Funding target
$60.2M Jul 1, 2024 reported Form 5500
$61.2M (2023-07) · $59.2M (2022-07)
Discount rate
5.28% Jul 1, 2024 reported Form 5500
5.26% (2023-07) · 5.43% (2022-07)
Participants
416 Jul 1, 2024 reported Form 5500
434 (2023-07) · 447 (2022-07)
Contributions
$2.9M Jun 30, 2025 reported Form 5500
$1.8M (2024-06) · $5.2M (2023-06)
Benefits paid
$4.4M Jun 30, 2025 reported Form 5500
$4.8M (2024-06) · $4.5M (2023-06)
Net investment income
$2.4M Jun 30, 2025 reported Form 5500
$5.5M (2024-06) · $7.2M (2023-06)
Investment management fees
$255,961 Jun 30, 2025 reported Form 5500
$168,164 (2024-06) · $212,272 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025416$66.9M$60.2M97.1%$69.4MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024434$61.4M$61.2M98.1%$67.0MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023447$54.3M$59.2M95.4%$61.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • State Street Bank codes 13 21 51 $231,444 PY2024
  • Mercer codes 11 $175,843 PY2024
  • Daily Msci Eafe Index Nl Fund Sched. D C $54,507 PY2024

+40 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.

Record history

6 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-06-30source
  • Holding in a pooled vehicle started
    2025-06-30source
  • Holding in a pooled vehicle ended
    2025-06-30source

+3 more changes on this record's ledger

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

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

+6 connections on the graph

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

Ask DFX