This allocator's name, 26 more commitments and 10 more dated events

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Corporate pension in Connecticut

Corporate pension· Shelton, Connecticut

Corporate pension, based in Shelton, Connecticut, reporting $37.7M in assets, for 444 participants.

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

Assets
$37.7M
Funded ratio
77.4%
Fund commitments
15
Managers
1
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Commitments (15)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. Last change: 30 Apr 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
All 15
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$37.7M
Total assets, Apr 30, 2025 reported
Funded
77.4%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
15
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Employer securities 12.1%
  • Registered investment companies 85.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
15 events

+10 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
29 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 202514 Year Ldi Fixed Income Fundcollective trustRussell Trust CompanyFixed income$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Russell International Fundcollective trustRussell Trust CompanyPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Russell Multi-Manager Bond Fundcollective trustRussell Trust CompanyFixed income$729,248 heldDisclosed holdingaskebsa.dol.gov

+26 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
$37.7M Apr 30, 2025 reported Form 5500
$39.6M (2024-04) · $38.8M (2023-04)
Plan assets
$39.5M May 1, 2024 reported Form 5500
$38.8M (2023-05) · $44.0M (2022-05)
Net assets
$37.6M Apr 30, 2025 reported Form 5500
$39.5M (2024-04) · $38.7M (2023-04)
Funded ratio
77.4% May 1, 2024 reported Form 5500
79.0% (2023-05) · 86.2% (2022-05)
Funding target
$52.0M May 1, 2024 reported Form 5500
$53.9M (2023-05) · $53.3M (2022-05)
Discount rate
5.32% May 1, 2024 reported Form 5500
5.22% (2023-05) · 5.39% (2022-05)
Participants
444 May 1, 2024 reported Form 5500
450 (2023-05) · 463 (2022-05)
Contributions
$1.7M Apr 30, 2025 reported Form 5500
$1.6M (2024-04) · $0 (2023-04)
Benefits paid
$3.6M Apr 30, 2025 reported Form 5500
$3.5M (2024-04) · $3.4M (2023-04)
Net investment income
-$1.9M Apr 30, 2025 reported Form 5500
$787,594 (2024-04) · -$5.2M (2023-04)
Investment management fees
$48,960 Apr 30, 2025 reported Form 5500
$167,827 (2024-04) · $190,357 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025444$39.5M$52.0M77.4%$37.7MNot disclosedNot disclosed$0
2023 to Apr 30, 2024450$38.8M$53.9M79.0%$39.6MNot disclosedNot disclosed$0
2022 to Apr 30, 2023463$44.0M$53.3M86.2%$38.8MNot disclosedNot disclosed$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+38 more service providers

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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 2 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to real estate vehicle 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

15 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-04-30source
  • Holding in a pooled vehicle started
    2024-04-30source
  • Holding in a pooled vehicle ended
    2024-04-30source

+12 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

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+5 connections on the graph

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