DFX Intelligence

This allocator's name, 14 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.

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Corporate pension in Connecticut

Corporate pension· Stamford, Connecticut

Corporate pension, based in Stamford, Connecticut, reporting $267M in assets, for 1,164 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $267M
Funded ratio: 96.0%
Fund commitments: 7
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (7)Allocation policy Managers

As of 2024-12-31 · 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: 31 Dec 2024, Changed investment consultant to Mercer.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Connecticut

Funds committed to

Intermed Term Credit Bond Idx Nonsl3 commitments
Long Term Credit Bond Index Nl3 commitments
Ssga Intermed U.S. Govt Bond Indx3 commitments

All 7

Managers

Blackrock Institutional Trust Company, N.A.7 commitments
State Street Global Advisors Trust Company7 commitments
State Street Global Advisors Trust3 commitments

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

Corporate pension

Assets

$267M

Total assets, Dec 31, 2024 reported

Funded

96.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.2%
Other investments 0.0%
Common/collective trusts 99.8%

Consultants and advisers

3 firms

Mercer Pension consultantthrough Dec 31, 2023 Form 5500
Jpmorgan Chase Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500

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

Blackrock Institutional Trust Company, N.A.7 rows, latest Dec 31, 2024
State Street Global Advisors Trust Company7 rows, latest Dec 31, 2024
State Street Global Advisors Trust3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Blackrock Institutional Trust Company, N.A.plan years
Blackrock Insti. Trust Company, N.Aplan years
State Street Bank & Trust Companyplan years 2022

What changed

6 events

Dec 31, 2024Holding started
with State Street Global Advisors Trust Company$66.3Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Merceraskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Treas. Jpm Embi Global Diversified$25.9Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Merceraskebsa.dol.gov
Jan 1, 2023Funded status changed
down 10 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

17 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Intermed Term Credit Bond Idx Nonslcollective trust	Blackrock Institutional Trust Company, N.A.	Private credit	$26.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Long Term Credit Bond Index Nlcollective trust	Blackrock Institutional Trust Company, N.A.	Private credit	$57.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ssga Intermed U.S. Govt Bond Indxcollective trust	State Street Global Advisors Trust Company	Fixed income	$29.3M held	Disclosed holding	askebsa.dol.gov

+14 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

$267M Dec 31, 2024 reported Form 5500

$276M (2023-12) · $265M (2022-12)

Plan assets

$276M Jan 1, 2024 reported Form 5500

$265M (2023-01) · $326M (2022-01)

Net assets

$266M Dec 31, 2024 reported Form 5500

$275M (2023-12) · $265M (2022-12)

Funded ratio

96.0% Jan 1, 2024 reported Form 5500

95.9% (2023-01) · 105.6% (2022-01)

Funding target

$291M Jan 1, 2024 reported Form 5500

$296M (2023-01) · $290M (2022-01)

Discount rate

5.14% Jan 1, 2024 reported Form 5500

5.21% (2023-01) · 5.38% (2022-01)

Participants

1,164 Jan 1, 2024 reported Form 5500

1,179 (2023-01) · 1,225 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$20.0M Dec 31, 2024 reported Form 5500

$19.4M (2023-12) · $18.1M (2022-12)

Net investment income

-$9.1M Dec 31, 2024 reported Form 5500

$10.5M (2023-12) · -$60.9M (2022-12)

Investment management fees

$114,355 Dec 31, 2024 reported Form 5500

$135,692 (2023-12) · $131,332 (2022-12)

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 Dec 31, 2024	1,164	$276M	$291M	96.0%	$267M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,179	$265M	$296M	95.9%	$276M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,225	$326M	$290M	105.6%	$265M	Not disclosed	Not disclosed	Not disclosed

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

JP Morgan Chase Bank codes 21 50 $179,088 PY2024
State Street Global Advisors codes 28 51 $114,355 PY2024
Pricewaterhouse Coopers LLC codes 10 50 $75,700 PY2024

+28 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 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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

6 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2024-12-31source
Funded status changed
2023-01-01source

+3 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

+7 connections on the graph

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