This allocator's name and 7 more commitments
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, based in Danbury, Connecticut, reporting $2.1B in assets, for 17,768 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.1B
- Funded ratio
- 103.4%
- Fund commitments
- 5
- Managers
- 1
Nothing material in the last 90 days. No dated change on record yet.
Capital path
who backs this record, through what, into what; each name opens its own path- Boyd Watterson Asset Management2 commitments
- NT Collective S&p 500 Index Fund2 commitments
- Russell 1000 Growth Index Fund2 commitments
- Northern Trust Investments, Inc.8 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.2%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 12.3%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 4.0%
- Other investments 0.9%
- Partnership/joint venture interests 6.1%
- Common/collective trusts 66.2%
- Registered investment companies 8.2%
- Common stock 0.0%
- Preferred stock 0.0%
- Towers Watson Investment Services, Investment adviser (plan)through Dec 31, 2023 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2023 Form 5500
- Northern Trust Investments, Inc.8 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years 2024
- Global Trust Companyplan years 2023
- Shenkman Capital Management Incplan years 2023
+4 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Boyd Watterson Asset Managementcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $142M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $133M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Growth Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $513M held | Disclosed holding | askebsa.dol.gov |
+7 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 17,768 | $2.0B | $1.9B | 103.4% | $2.1B | $126M | $0 | $0 |
| 2023 to Dec 31, 2023 | 17,449 | $1.8B | $1.9B | 103.3% | $2.0B | $147M | $0 | $0 |
- Morgan Stanley Real Estate Advisor codes 28 51 $1.6M PY2024
- Mawer Investment Management Ltd. codes 28 51 $1.1M PY2024
- Aon codes 15 50 $1.0M PY2024
+44 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
This record sits on 1 traced path of capital across the graphs.
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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›Connections
every published relationship on the graph
+11 connections on the graph
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