DFX Intelligence

This allocator's name and 21 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 Massachusetts

Corporate pension· North Adams, Massachusetts

Corporate pension, based in North Adams, Massachusetts, reporting $24.0M in assets, for 126 participants.

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

As of 2024-11-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $24.0M
Funded ratio: 117.3%
Fund commitments: 8

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (8)Allocation policy Consultants

As of 2024-11-01 · 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: 1 Nov 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Massachusetts

Funds committed to

Principal U.S. Property Sa-Z3 commitments
Prin Diversified Intl Sa-Z3 commitments
Prin Lgcp S&p 500 Index Sa-Z3 commitments

All 8

Managers

Principal24 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$24.0M

Total assets, Oct 31, 2025 reported

Funded

117.3%

Nov 1, 2024

Private markets target

no policy read

policy Oct 31, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Oct 31, 2025

Actual allocation lines without a target (as filed)

Pooled separate accounts 100.0%

Consultants and advisers

3 firms

RPA Financial LLC Investment adviser (plan)through Oct 31, 2024 Form 5500
Principal Global Investors LLC Investment adviser (plan)through Oct 31, 2023 Form 5500
Principal Financial Group Actuarythrough Oct 31, 2023 Form 5500

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

Principal24 rows, latest Oct 31, 2025

What changed

5 events

Nov 1, 2024Funded status changed
20 pointsaskebsa.dol.gov
Nov 1, 2024Assets changed
$4.3Maskebsa.dol.gov
Oct 31, 2024Assets changed
$4.3Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with RPA Financial LLCaskebsa.dol.gov
Nov 1, 2023Funded status changed
down 11 pointsaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

24 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Oct 31, 2025	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$978,470 held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov

+21 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.

Size and funding

33 readings

Total assets

$24.0M Oct 31, 2025 reported Form 5500

$23.8M (2024-10) · $19.6M (2023-10)

Plan assets

$23.8M Nov 1, 2024 reported Form 5500

$19.6M (2023-11) · $20.2M (2022-11)

Net assets

$24.0M Oct 31, 2025 reported Form 5500

$23.8M (2024-10) · $19.6M (2023-10)

Funded ratio

117.3% Nov 1, 2024 reported Form 5500

97.1% (2023-11) · 107.8% (2022-11)

Funding target

$20.3M Nov 1, 2024 reported Form 5500

$20.2M (2023-11) · $18.8M (2022-11)

Discount rate

5.38% Nov 1, 2024 reported Form 5500

5.32% (2023-11) · 5.50% (2022-11)

Participants

126 Nov 1, 2024 reported Form 5500

129 (2023-11) · 132 (2022-11)

Contributions

$220,000 Oct 31, 2025 reported Form 5500

$1.0M (2024-10) · $0 (2023-10)

Benefits paid

$2.1M Oct 31, 2025 reported Form 5500

$1.1M (2024-10) · $845,798 (2023-10)

Net investment income

$134,551 Oct 31, 2025 reported Form 5500

$4.3M (2024-10) · -$667,114 (2023-10)

Investment management fees

$23,907 Oct 31, 2025 reported Form 5500

$26,785 (2024-10) · $22,591 (2023-10)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Oct 31, 2025	126	$23.8M	$20.3M	117.3%	$24.0M	Not disclosed	Not disclosed	Not disclosed
2023 to Oct 31, 2024	129	$19.6M	$20.2M	97.1%	$23.8M	Not disclosed	Not disclosed	Not disclosed
2022 to Oct 31, 2023	132	$20.2M	$18.8M	107.8%	$19.6M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Principal Life Insurance Company codes 13 50 64 $83,894 PY2024
Principal Global Investors, LLC codes 27 50 $13,907 PY2024
RPA Financial LLC codes 27 50 $10,000 PY2024

+32 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

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.

Not yet on record: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator 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

5 dated events on the change ledger, latest first

Funded status changed
2023-11-01source
Funded status changed
2024-11-01source
Consultant changed
2023-12-31source

+2 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+4 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.