DFX Intelligence

This allocator's name, 1 more manager, 22 more commitments and 8 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 Connecticut

Corporate pension· Hartford, Connecticut

Corporate pension, based in Hartford, Connecticut, reporting $36.6M in assets, for 135 participants.

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

As of 2025-06-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $36.6M
Funded ratio: 96.7%
Fund commitments: 13
Managers: 4

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Commitments (13)Allocation policy Managers

As of 2025-06-30 · 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 Connecticut

Funds committed to

PRU Long Corporate Bond3 commitments
International Blend/wellington3 commitments
Mid Cap Value/integrity2 commitments

All 13

Managers

Empower Annuity Insurance Company14 commitments
Pgim, Inc.1 commitment
Dryden Capital, LLC1 commitment

All 4

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

Corporate pension

Assets

$36.6M

Total assets, Jun 30, 2025 reported

Funded

96.7%

Jul 1, 2024

Private markets target

no policy read

policy Jun 30, 2025

Commitments

4 managers on Schedule C

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Pooled separate accounts 57.6%
Registered investment companies 42.4%

Consultants and advisers

3 firms

Sageview Advisory Consulting Group Investment adviser (plan)through Jun 30, 2023 Form 5500
Prudential Retirement & Annuity Ins Trusteethrough Jun 30, 2023 Form 5500
USI Consulting Group Actuarythrough Jun 30, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Empower Annuity Insurance Company14 rows, latest Jun 30, 2025
Pgim, Inc.1 row, latest Jun 30, 2023
Dryden Capital, LLC1 row, latest Jun 30, 2023

+1 more manager received commitments

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

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From Schedule C (investment management, code 28)

Empower Annuity Insurance Companyplan years
Dryden Capital, LLCplan years
Prudentialplan years

+1 more Schedule C manager

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

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

What changed

13 events

Jun 30, 2025Holding endedinference
with Prudential Retirement & Annuity Ins$344Kaskebsa.dol.gov
Jun 30, 2025Holding started
with Prudential Retirement & Annuity Ins$1.9Maskebsa.dol.gov
Jun 30, 2025Holding endedinference
with Prudential Retirement & Annuity Ins$7.2Maskebsa.dol.gov
Jun 30, 2025Holding endedinference
with Prudential Retirement & Annuity Ins$5.3Maskebsa.dol.gov
Jun 30, 2025Holding endedinference
with Prudential Retirement & Annuity Ins$354Kaskebsa.dol.gov

+8 more dated events

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

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

Commitments

25 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2025	Intl Bld II Fd (mngd by Mfs)separate account	Empower Annuity Insurance Company	Pooled vehicles	$9.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	International Blend/lazardseparate account	Empower Annuity Insurance Company	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	PRU Long Corporate Bondseparate account	Empower Annuity Insurance Company	Fixed income	$9.4M held	Disclosed holding	askebsa.dol.gov

+22 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

$36.6M Jun 30, 2025 reported Form 5500

$35.8M (2024-06) · $35.1M (2023-06)

Plan assets

$35.8M Jul 1, 2024 reported Form 5500

$35.1M (2023-07) · $34.8M (2022-07)

Net assets

$36.6M Jun 30, 2025 reported Form 5500

$35.8M (2024-06) · $35.1M (2023-06)

Funded ratio

96.7% Jul 1, 2024 reported Form 5500

103.5% (2023-07) · 106.3% (2022-07)

Funding target

$32.3M Jul 1, 2024 reported Form 5500

$32.5M (2023-07) · $32.1M (2022-07)

Discount rate

5.23% Jul 1, 2024 reported Form 5500

5.21% (2023-07) · 5.39% (2022-07)

Participants

135 Jul 1, 2024 reported Form 5500

135 (2023-07) · 139 (2022-07)

Contributions

$0 Jun 30, 2025 reported Form 5500

$0 (2024-06) · $0 (2023-06)

Benefits paid

$1.9M Jun 30, 2025 reported Form 5500

$2.0M (2024-06) · $1.8M (2023-06)

Net investment income

$827,486 Jun 30, 2025 reported Form 5500

$646,516 (2024-06) · $321,558 (2023-06)

Investment management fees

$76,560 Jun 30, 2025 reported Form 5500

$78,929 (2024-06) · $62,372 (2023-06)

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 Jun 30, 2025	135	$35.8M	$32.3M	96.7%	$36.6M	Not disclosed	Not disclosed	Not disclosed
2023 to Jun 30, 2024	135	$35.1M	$32.5M	103.5%	$35.8M	Not disclosed	Not disclosed	Not disclosed
2022 to Jun 30, 2023	139	$34.8M	$32.1M	106.3%	$35.1M	Not disclosed	Not disclosed	Not disclosed

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

USI Consulting Group codes 11 $41,200 PY2024
Empower Annuity Insurance Company codes 21 28 $40,517 PY2024
Sageview Advisory Group codes 27 $22,709 PY2024

+34 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.

Capital chain

This record sits on 8 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to managerAllocator to credit manager to facility to borrower

DFX traced 8 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

13 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2025-06-30source
Holding in a pooled vehicle ended
2025-06-30source
Holding in a pooled vehicle started
2025-06-30source

+10 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

+8 connections on the graph

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