3 more advisers, 3 more managers, 16 more commitments and 9 more dated events
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The Defined Benefit Plan of the Institution for Savings in Newburyport
Corporate pension, based in Newburyport, Massachusetts, reporting $71.7M in assets, for 258 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $71.7M
- Funded ratio
- 201.3%
- Fund commitments
- 10
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Oct 2025, The Defined Benefit Plan of the Institution for Savings in Newburyport first reports an interest in Acadian Emrg Mkts Sm Cap Eq Fd (Acadian Asset Management): $6M at 2025-10-31.
Capital path
who backs this record, through what, into what; each name opens its own path- Spartan 500 Index Pool3 commitments
- EB Temporary Investment3 commitments
- Ir&m Long Corporate Collective Fund3 commitments
- Geode Capital Management Trust Company, LLC4 commitments
- Blackrock Institutional Trust Company, N.A.4 commitments
- BNY Mellon3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- U.S. Government securities 8.9%
- Partnership/joint venture interests 7.3%
- 103-12 investment entities 16.5%
- Common/collective trusts 57.9%
- Common stock 9.3%
- Nepc, LLC Investment adviser (plan)through Oct 31, 2023 Form 5500
- Gallagher Fiduciary Advisors Actuarythrough Oct 31, 2025 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Oct 31, 2024 Form 5500
+3 more consultants and advisers advise this allocator
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- Geode Capital Management Trust Company, LLC4 rows, latest Oct 31, 2025
- Blackrock Institutional Trust Company, N.A.4 rows, latest Oct 31, 2025
- BNY Mellon3 rows, latest Oct 31, 2025
+3 more managers received commitments
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- Hardman Johnston Global Advisorsplan years 2023
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
+7 more Schedule C managers
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- Oct 31, 2025Holding startedThe Defined Benefit Plan of the Institution for Savings in Newburyport first reports an interest in Acadian Emrg Mkts Sm Cap Eq Fd (Acadian Asset Management): $6M at 2025-10-31with Acadian Asset Managementaskebsa.dol.gov
- Oct 31, 2025Holding startedThe Defined Benefit Plan of the Institution for Savings in Newburyport first reports an interest in US Long Corporate Bond Fund: $4M at 2025-10-31with US Long Corporate Bond Fundaskebsa.dol.gov
- Oct 31, 2025Holding endedinferenceThe Defined Benefit Plan of the Institution for Savings in Newburyport no longer reports Long Term Credit Bond Index Fund (last held $3M at 2024-10-31; absent from the 2025-10-31 filing)with Long Term Credit Bond Index Fundaskebsa.dol.gov
- Oct 31, 2025Holding startedThe Defined Benefit Plan of the Institution for Savings in Newburyport first reports an interest in Spartan Large Cap Value Index Pool: $7M at 2025-10-31with Spartan Large Cap Value Index Poolaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceHardman Johnston Global Advisors no longer appears on The Defined Benefit Plan of the Institution for Savings in Newburyport's Schedule C as investment manager (plan year 2024 vs 2023)with Hardman Johnston Global Advisorsaskebsa.dol.gov
+9 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Spartan Large Cap Value Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Public equity | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Spartan 500 Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $27.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | US Long Corporate Bond Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $3.6M held | Disclosed holding | askebsa.dol.gov |
+16 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 258 | $65.2M | $32.4M | 201.3% | $71.7M | $5.3M | $0 | $0 |
| 2023 to Oct 31, 2024 | 243 | $49.5M | $27.0M | 183.2% | $65.3M | $14.6M | $0 | $0 |
| 2022 to Oct 31, 2023 | 238 | $46.0M | $23.4M | 197.0% | $49.6M | $11.1M | $0 | $0 |
- Coop. Banks Employees Ret Assn. codes 14 50 $203,883 PY2024
- Nepc, LLC codes 27 50 $87,713 PY2024
- Select Equity Group, L.P. codes 28 50 $79,981 PY2024
+54 more service providers
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Provenance
The Defined Benefit Plan of the Institution for Savings in Newburyport sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle ended2024-10-31source
- Holding in a pooled vehicle ended2024-10-31source
- Holding in a pooled vehicle started2025-10-31source
+11 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
every published relationship on the graph
+19 connections on the graph
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