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.
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Corporate pension
I••••••••• C•••••••• B••• E•••••••• R••••••••• P•••
Corporate pensionBoston, MA
Assets
$60.5M
Total assets, Dec 31, 2024 reported
Funded
85.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: I••••••••• C•••••••• B••• C•• S•••••••• H••••••• U••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- U.S. Government securities 18.4%
- Registered investment companies 81.2%
Consultants and advisers
2 firms
- S•• Custodianthrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 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
$151,875 (2023-12) · $188,964 (2022-12)
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 Dec 31, 2024 | 1,522 | $79.4M | $78.6M | 85.9% | $60.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,567 | $79.8M | $80.3M | 86.3% | $79.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,612 | $108M | $81.5M | 104.8% | $79.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 50 $712,705 PY2024
- SEI Private Trust Co codes 15 19 21 25 28 33 49 51 52 62 $151,550 PY2024
- Ballard Spahr LLP codes 29 50 $26,428 PY2024
- Herbein + Company, Inc. codes 10 50 $13,725 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- SEI Private Trust Co codes 15 19 21 25 28 33 49 51 52 62 $175,792 PY2023
- W••••• T••••• W••••• U• L•• codes 11 50 $41,350 PY2023
- Conrad Siegel codes 49 50 $25,298 PY2023
- Herbein + Company, Inc. codes 10 50 $17,500 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- SEI Private Trust Co codes 15 19 21 25 28 33 49 51 52 62 $218,093 PY2022
- W••••• T••••• W••••• U• L•• codes 11 50 $127,290 PY2022
- Conrad Siegel codes 49 50 $54,890 PY2022
- Herbein + Company, Inc. codes 10 50 $15,500 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedI••••••••• C•••••••• B••• E•••••••• R••••••••• P••• total assets $79M -> $60M (-23.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedI••••••••• C•••••••• B••• E•••••••• R••••••••• P••• funded ratio 104.8% -> 86.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedI••••••••• C•••••••• B••• E•••••••• R••••••••• P••• plan assets $108M -> $80M (-26.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 111350490-001
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.