This allocator's name, 1 more adviser, 3 more managers and 5 more commitments

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Corporate pension in Massachusetts

Corporate pension· Lowell, Massachusetts

Corporate pension, based in Lowell, Massachusetts, reporting $59.9M in assets, for 740 participants.

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

Assets
$59.9M
Funded ratio
85.8%
Fund commitments
8
Managers
3
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Commitments (8)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. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Massachusetts
Funds committed to
All 8
Managers
All 6
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$59.9M
Total assets, Dec 31, 2022 reported
Funded
85.8%
Jan 1, 2022
Private markets target
no policy read
policy Dec 31, 2022
Commitments
8
3 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Other investments 3.6%
  • Partnership/joint venture interests 41.4%
  • Common/collective trusts 41.3%
  • Registered investment companies 13.6%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures

+3 more managers 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)

+2 more Schedule C managers

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

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What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
8 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 202220+ Year U.S. Treasury Strips Indexcollective trustState Street Global Advisors Trust CompanyFixed income$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Ctf Opportunistic Fixed Incomecollective trustWellington Trust Company, NaHedge / diversifiers$721,360 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ftse Rafi US 1000 Indx Nl Ctf Cm9mcollective trustBlackrock Investments, LLCPooled vehicles$4.7M heldDisclosed holdingaskebsa.dol.gov

+5 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
11 readings
Total assets
$59.9M Dec 31, 2022 reported Form 5500
Plan assets
$75.0M Jan 1, 2022 reported Form 5500
Net assets
$59.9M Dec 31, 2022 reported Form 5500
Funded ratio
85.8% Jan 1, 2022 reported Form 5500
Funding target
$78.3M Jan 1, 2022 reported Form 5500
Discount rate
5.33% Jan 1, 2022 reported Form 5500
Participants
740 Jan 1, 2022 reported Form 5500
Contributions
$0 Dec 31, 2022 reported Form 5500
Benefits paid
$4.3M Dec 31, 2022 reported Form 5500
Net investment income
-$15.1M Dec 31, 2022 reported Form 5500
Investment management fees
$122,679 Dec 31, 2022 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Dec 31, 2022740$75.0M$78.3M85.8%$59.9M$24.8MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+14 more service providers

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

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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 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 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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›Connections

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+10 connections on the graph

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