DFX Intelligence

This allocator's name, 1 more adviser and 3 more dated events

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Corporate pension in Connecticut

Corporate pension· Stamford, Connecticut

Corporate pension, based in Stamford, Connecticut, reporting $78.7M in assets, for 1,660 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: $78.7M
Funded ratio: 88.2%
Fund commitments: 2
Managers: 2

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Commitments (2)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, Holding started.

Capital path

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

Corporate pension in Connecticut

Funds committed to

West Asset Long Dur Credit R12 commitments
Wtc-Cif II US Inv Grade Corp Long B1 commitment

Managers

Western Asset Mgmt Company, LLC2 commitments
Wellington Trust Company, Na1 commitment

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

Corporate pension

Assets

$78.7M

Total assets, Dec 31, 2024 reported

Funded

88.2%

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 0.9%
Partnership/joint venture interests 17.1%
Common/collective trusts 20.0%
Registered investment companies 61.9%

Consultants and advisers

4 firms

Rocaton Investment Advisors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Buck Consultants Actuarythrough Dec 31, 2024 Form 5500
Principal Custody Solutions Trusteethrough Dec 31, 2022 Form 5500

+1 more consultant or adviser advise this allocator

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

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

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

Western Asset Mgmt Company, LLC2 rows, latest Dec 31, 2023
Wellington Trust Company, Na1 row, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Western Asset Mgmt Company, LLCplan years
Wellington Trust Company, Naplan years 2024
Acadian Intl Small Capplan years 2022

+2 more Schedule C managers

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

8 events

Dec 31, 2024Holding started
with Wellington Trust Company, Na$15.7Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with West Asset Long Dur Credit R1$16.3Maskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Wellington Trust Company, Naaskebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Rocaton Investment Advisors LLCaskebsa.dol.gov

+3 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

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Wellington Trust Company, Na	Pooled vehicles	$15.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	West Asset Long Dur Credit R1collective trust	Western Asset Mgmt Company, LLC	Private credit	$16.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	West Asset Long Dur Credit R1collective trust	Western Asset Mgmt Company, LLC	Private credit	$15.3M held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$78.7M Dec 31, 2024 reported Form 5500

$80.3M (2023-12) · $77.8M (2022-12)

Plan assets

$80.2M Jan 1, 2024 reported Form 5500

$77.8M (2023-01) · $107M (2022-01)

Net assets

$78.7M Dec 31, 2024 reported Form 5500

$80.3M (2023-12) · $77.8M (2022-12)

Funded ratio

88.2% Jan 1, 2024 reported Form 5500

84.7% (2023-01) · 99.4% (2022-01)

Funding target

$97.8M Jan 1, 2024 reported Form 5500

$99.9M (2023-01) · $99.6M (2022-01)

Discount rate

5.06% Jan 1, 2024 reported Form 5500

5.19% (2023-01) · 5.37% (2022-01)

Participants

1,660 Jan 1, 2024 reported Form 5500

1,689 (2023-01) · 1,717 (2022-01)

Contributions

$3.0M Dec 31, 2024 reported Form 5500

$2.5M (2023-12) · $0 (2022-12)

Benefits paid

$7.2M Dec 31, 2024 reported Form 5500

$7.0M (2023-12) · $6.8M (2022-12)

Net investment income

-$1.6M Dec 31, 2024 reported Form 5500

$2.5M (2023-12) · -$29.5M (2022-12)

Investment management fees

$175,553 Dec 31, 2024 reported Form 5500

$145,030 (2023-12) · $186,817 (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	1,660	$80.2M	$97.8M	88.2%	$78.7M	$13.4M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,689	$77.8M	$99.9M	84.7%	$80.3M	$14.9M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,717	$107M	$99.6M	99.4%	$77.8M	$15.6M	Not disclosed	Not disclosed

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

Nepc codes 28 51 $135,144 PY2024
Principal codes 21 25 28 50 51 59 63 $65,001 PY2024
Buck Consultants codes 11 50 $39,484 PY2024

+23 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 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

8 dated events on the change ledger, latest first

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

+5 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

+10 connections on the graph

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