This allocator's name and 3 more commitments
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Corporate pension in Massachusetts
Corporate pension, based in Holyoke, Massachusetts, reporting $20.5M in assets, for 166 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $20.5M
- Funded ratio
- 151.7%
- Fund commitments
- 2
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Nov 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Fidelity 500 Index3 commitments
- Massmutual US Govt Mny Mkt R53 commitments
- Mfs3 commitments
- Capital Group1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Registered investment companies 100.0%
- Commonwealth Equity Svcs, LLC DBA Investment adviser (plan)through Oct 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Oct 31, 2023 Form 5500
- Mfs3 rows, latest Oct 31, 2025
- Capital Group1 row, latest Oct 31, 2025
- Mfsplan years
- Capital Groupplan years
- Nov 1, 2024Funded status changed33 pointsaskebsa.dol.gov
- Nov 1, 2024Assets changed$3.6Maskebsa.dol.gov
- Oct 31, 2024Assets changed$3.6Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Fidelity 500 Indexseparate account | Mfs | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Massmutual US Govt Mny Mkt R5separate account | Capital Group | Pooled vehicles | $875,020 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Massmutual US Govt Mny Mkt R5separate account | American Funds | Pooled vehicles | $782,186 held | Disclosed holding | askebsa.dol.gov |
+3 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 Oct 31, 2025 | 166 | $19.8M | $13.1M | 151.7% | $20.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 168 | $16.3M | $13.6M | 119.2% | $19.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 171 | $16.9M | $14.0M | 120.7% | $16.3M | Not disclosed | Not disclosed | Not disclosed |
- Commonwealth Equity Svcs, LLC DBA codes 27 $2,972 PY2024
- Empower Annuity Insurance Company codes 64 PY2024
- Massmutual Mid Cap Growth R5 Sched. D P $470,197 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-11-01source
- Total assets changed2024-11-01source
- Total assets changed2024-10-31source
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
+5 connections on the graph
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