DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Retirement Plan for Employees of St. Mary's Medical Center
Corporate pensionHuntington, WV
Assets
$158M
Total assets, Mar 31, 2025 reported
Funded
76.9%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: ST. Marys Medical Center
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.5%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 7.8%
- U.S. Government securities 16.1%
- Other investments 13.6%
- Registered investment companies 28.0%
- Common stock 29.6%
Consultants and advisers
4 firms
- John Hancock Life Insurance Co Actuarythrough Mar 31, 2025 Form 5500
- Manulife John Hancock Actuarythrough Mar 31, 2025 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Mar 31, 2023 Form 5500
- John Hancock Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$412,688 (2024-03) · $425,348 (2023-03)
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 Mar 31, 2025 | 2,869 | $154M | $196M | 76.9% | $158M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 2,902 | $138M | $201M | 75.5% | $154M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 2,936 | $151M | $196M | 74.7% | $138M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney codes 19 27 33 49 50 71 72 99 $459,381 PY2024
- John Hancock codes 11 15 $184,553 PY2024
- Manulife John Hancock codes 11 PY2024
- Morgan Stanley Smith Barney codes 19 27 33 49 50 71 72 99 $412,688 PY2023
- John Hancock codes 11 15 $194,247 PY2023
- John Hancock codes 11 PY2023
- Morgan Stanley Smith Barney codes 19 27 33 49 50 71 72 99 $425,348 PY2022
- John Hancock codes 11 15 $178,504 PY2022
- John Hancock codes 11 PY2022
What changed
2 events
- Apr 1, 2024Assets changedRetirement Plan for Employees of St. Mary's Medical Center plan assets $138M -> $154M (+11.6%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedRetirement Plan for Employees of St. Mary's Medical Center total assets $138M -> $154M (+11.6%, 2023-03-31 to 2024-03-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 550357050-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.