This allocator's name, 1 more commitment and 6 more dated events

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Corporate pension in New Jersey

Corporate pension· Lawrence, New Jersey

Corporate pension, based in Lawrence, New Jersey, reporting $418M in assets, for 7,093 participants.

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

Assets
$418M
Funded ratio
93.6%
Fund commitments
4
Managers
3
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (4)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, Holding ended.

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 4
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$418M
Total assets, Dec 31, 2024 reported
Funded
93.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
4
3 managers on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.2%
  • Non-interest-bearing cash 1.2%
  • Corporate debt instruments (preferred) 22.5%
  • U.S. Government securities 11.3%
  • Insurance company general account 0.1%
  • Other investments 6.4%
  • Pooled separate accounts 0.1%
  • Registered investment companies 49.1%
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)

+3 more Schedule C managers

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What changed
11 events
  • Dec 31, 2024Holding endedinference
    with Western Asset US Core Bond, LLC$297Maskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    with Western Asset US Long Duration LLC$64.3Maskebsa.dol.gov
  • Dec 31, 2024Holding started
    with Principal$247Kaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    with BNY Mellon$2.7Maskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Western Asset Managementaskebsa.dol.gov

+6 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal Bond & Mortgage Sep Acctseparate accountPrincipalFixed income$247,255 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western Asset US Long Duration LLC103 12 ieWestern Asset Mgmt Company, LLCFixed income$64.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western Asset US Core Bond, LLC103 12 ieWestern Asset Mgmt Company, LLCFixed income$297M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

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
$418M Dec 31, 2024 reported Form 5500
$969M (2023-12) · $1.1B (2022-12)
Plan assets
$832M Jan 1, 2024 reported Form 5500
$818M (2023-01) · $614M (2022-01)
Net assets
$333M Dec 31, 2024 reported Form 5500
$832M (2023-12) · $1.0B (2022-12)
Funded ratio
93.6% Jan 1, 2024 reported Form 5500
86.5% (2023-01) · 104.7% (2022-01)
Funding target
$781M Jan 1, 2024 reported Form 5500
$812M (2023-01) · $443M (2022-01)
Discount rate
5.03% Jan 1, 2024 reported Form 5500
5.14% (2023-01) · 5.33% (2022-01)
Participants
7,093 Jan 1, 2024 reported Form 5500
9,049 (2023-01) · 3,747 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$520M Dec 31, 2024 reported Form 5500
$90.3M (2023-12) · $46.4M (2022-12)
Net investment income
-$499M Dec 31, 2024 reported Form 5500
-$4.0M (2023-12) · -$155M (2022-12)
Investment management fees
$1.6M Dec 31, 2024 reported Form 5500
$2.0M (2023-12) · $1.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20247,093$832M$781M93.6%$418MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20239,049$818M$812M86.5%$969MNot disclosed$0Not disclosed
2022 to Dec 31, 20223,747$614M$443M104.7%$1.1BNot disclosed$0Not disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Aon codes 11 13 50 $2.4M PY2024
  • Pimco codes 28 50 $1.4M PY2024
  • Curcio-Webb codes 28 50 $133,542 PY2024

+26 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.

Record history

11 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source

+8 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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+9 connections on the graph

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