This allocator's name and 11 more commitments

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Corporate pension in New Jersey

Corporate pension· Roseland, New Jersey

Corporate pension, based in Roseland, New Jersey, reporting $1.8B in assets, for 41,544 participants.

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

Assets
$1.8B
Funded ratio
93.7%
Fund commitments
5
Managers
4
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Commitments (5)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: 31 Dec 2024, Changed investment consultant to Mercer.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in New Jersey
Funds committed to
All 5
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$1.8B
Total assets, Dec 31, 2024 reported
Funded
93.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
5
4 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 0.5%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 36.7%
  • Corporate debt instruments (preferred) 2.4%
  • U.S. Government securities 1.9%
  • Other investments 0.4%
  • Common/collective trusts 57.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+9 more Schedule C managers

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

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What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
14 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective S&p 500 Index Nlcollective trustNorthern Trust Investments, Inc.Pooled vehicles$172M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Select International Pluscollective trustFidelity Institutional Asset MgmtPooled vehicles$171M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Extended Equity Indexcollective trustNorthern Trust Investments, Inc.Public equity$44.0M heldDisclosed holdingaskebsa.dol.gov

+11 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
30 readings
Total assets
$1.8B Dec 31, 2024 reported Form 5500
$1.7B (2023-12) · $1.6B (2022-12)
Plan assets
$1.7B Jan 1, 2024 reported Form 5500
$1.6B (2023-01) · $2.1B (2022-01)
Net assets
$1.7B Dec 31, 2024 reported Form 5500
$1.7B (2023-12) · $1.6B (2022-12)
Funded ratio
93.7% Jan 1, 2024 reported Form 5500
90.9% (2023-01) · 104.3% (2022-01)
Funding target
$1.5B Jan 1, 2024 reported Form 5500
$1.5B (2023-01) · $1.5B (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.19% (2023-01) · 5.37% (2022-01)
Participants
41,544 Jan 1, 2024 reported Form 5500
42,338 (2023-01) · 43,439 (2022-01)
Benefits paid
$82.8M Dec 31, 2024 reported Form 5500
$75.4M (2023-12) · $74.1M (2022-12)
Net investment income
$6.7M Dec 31, 2024 reported Form 5500
$154M (2023-12) · -$553M (2022-12)
Investment management fees
$3.6M Dec 31, 2024 reported Form 5500
$10.9M (2023-12) · $11.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202441,544$1.7B$1.5B93.7%$1.8BNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 202342,338$1.6B$1.5B90.9%$1.7BNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 202243,439$2.1B$1.5B104.3%$1.6BNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+46 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.

Record history

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2023-12-31source
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source

+2 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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+15 connections on the graph

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