This allocator's name, 6 more advisers, 3 more managers, 14 more commitments and 18 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in Massachusetts
Corporate pension, based in Framingham, Massachusetts, reporting $866M in assets, for 5,459 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $866M
- Funded ratio
- 101.4%
- Fund commitments
- 9
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- S&p 500 Flagship Nl Fund3 commitments
- State Street 20 Year U.S. Treasury3 commitments
- Msci Acwi Ex USA Imi Non-Lending Fd3 commitments
- State Street Global Advisors Trust Company7 commitments
- State Street Global Advisors Trust6 commitments
- Manulife Asset Mgmt Tst Co LLC1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 57.2%
- Common/collective trusts 37.4%
- Registered investment companies 0.8%
- Common stock 4.6%
- Empower Pension consultantActuarythrough Dec 31, 2024 Form 5500
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- State Street Global Advisors Trust Company7 rows, latest Dec 31, 2024
- State Street Global Advisors Trust6 rows, latest Dec 31, 2024
- Manulife Asset Mgmt Tst Co LLC1 row, latest Dec 31, 2022
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- OCP Asia (singapore) Pte. Limitedplan years 2024
- CVC Capital Partners VII Limitedplan years 2024
- Blackrock Investment Managerplan years 2023
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship endedinferencewith Georgian Partners Growth LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith CVC Capital Partners VII Limitedaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Unicorn Partners Fund IV LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith OCP Asia (singapore) Pte. Limitedaskebsa.dol.gov
+18 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | S&p 500 Flagship Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $144M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street 20 Year U.S. Treasurycollective trust | State Street Global Advisors Trust | Fixed income | $77.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Msci Acwi Ex USA Imi Non-Lending Fdcollective trust | State Street Global Advisors Trust | Pooled vehicles | $63.1M held | Disclosed holding | askebsa.dol.gov |
+14 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 5,459 | $891M | $863M | 101.4% | $866M | $496M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 5,694 | $876M | $837M | 109.4% | $891M | $474M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 5,923 | $1.1B | $790M | 119.2% | $876M | $280M | Not disclosed | Not disclosed |
- Morgan Stanley Smith Barney LLC codes 27 33 50 71 72 $608,827 PY2024
- Empower codes 12 15 17 25 $507,349 PY2024
- Silchester International Investors codes 28 51 52 $430,470 PY2024
+78 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
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+20 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
+21 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.