This allocator's name and 24 more commitments

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Corporate pension in Massachusetts

Corporate pension· Boston, Massachusetts

Corporate pension, based in Boston, Massachusetts, reporting $866M in assets, for 9,413 participants.

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

Assets
$866M
Funded ratio
91.5%
Fund commitments
9
Managers
1
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Commitments (9)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 Ropes & Gray LLP.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Massachusetts
Funds committed to
All 9
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$866M
Total assets, Dec 31, 2024 reported
Funded
91.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
9
1 manager 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 0.3%
  • Non-interest-bearing cash 0.2%
  • Insurance company general account 0.3%
  • Other investments 5.4%
  • Common/collective trusts 93.2%
Consultants and advisers
3 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)
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
27 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Global Managed Volatility Nlcollective trustthis allocatorPooled vehicles$33.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SS US Tips Index Sl Fundcollective trustthis allocatorFixed income$43.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Diversified US Bond Sl Fundcollective trustthis allocatorHedge / diversifiers$163M heldDisclosed holdingaskebsa.dol.gov

+24 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
33 readings
Total assets
$866M Dec 31, 2024 reported Form 5500
$889M (2023-12) · $850M (2022-12)
Plan assets
$887M Jan 1, 2024 reported Form 5500
$851M (2023-01) · $1.1B (2022-01)
Net assets
$861M Dec 31, 2024 reported Form 5500
$887M (2023-12) · $850M (2022-12)
Funded ratio
91.5% Jan 1, 2024 reported Form 5500
92.8% (2023-01) · 97.7% (2022-01)
Funding target
$739M Jan 1, 2024 reported Form 5500
$730M (2023-01) · $868M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.08% (2023-01) · 2.81% (2022-01)
Participants
9,413 Jan 1, 2024 reported Form 5500
9,659 (2023-01) · 9,904 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$38.7M Dec 31, 2024 reported Form 5500
$32.1M (2023-12) · $33.7M (2022-12)
Net investment income
-$26.1M Dec 31, 2024 reported Form 5500
$36.5M (2023-12) · -$215M (2022-12)
Investment management fees
$1.4M Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $1.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20249,413$887M$739M91.5%$866MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20239,659$851M$730M92.8%$889MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20229,904$1.1B$868M97.7%$850MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • this allocator codes 18 19 51 52 56 68 99 $1.4M PY2024
  • FID Inv Inst Ops Co codes 50 64 65 $498,498 PY2024
  • Mercer codes 11 50 $216,206 PY2024

+44 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.
Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2024-12-31source

+1 more change 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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+5 connections on the graph

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