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
Massmutual Pension Plan
Corporate pensionSpringfield, MA
Assets
$2.5B
Total assets, Dec 31, 2024 reported
Funded
100.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Massachusetts Mutual Life Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 14.9%
- U.S. Government securities 18.3%
- Insurance company general account 5.7%
- Other investments 1.5%
- Partnership/joint venture interests 34.1%
- Registered investment companies 20.5%
- Real estate (other than employer real property) 1.9%
Consultants and advisers
4 firms
- AON Investments USA Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Curcio Webb Discretionary trusteethrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)
- Investcoplan years 2022
- Vanguardplan years 2022
- William Blair & Companyplan years 2022
- Morgan Stanley Smith Barney, LLCplan years 2022
- MFS Invest Managementplan years 2022
- Massachusetts Mutual Life Insurance Companyplan years 2022
- Neuberger Bermanplan years 2022
- Dodge & Coxplan years 2022
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Harris Associates Colltve Inv Trcollective trust | Harris Associates Collective Investment Trust | Pooled vehicles | $98.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 | 24,235 | $2.5B | $2.1B | 100.5% | $2.5B | $853M | n/a | $47.9M |
| 2023 to Dec 31, 2023 | 24,979 | $2.5B | $2.1B | 106.2% | $2.6B | $815M | n/a | $51.8M |
| 2022 to Dec 31, 2022 | 24,565 | $3.1B | $2.0B | 114.6% | $2.5B | $734M | n/a | $61.1M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inv Inst Ops Co codes 15 $1.2M PY2024
- AON Hewitt Invest Consulting Inc codes 27 $1.2M PY2024
- State Street Bank and Trust Company codes 19 29 $257,210 PY2024
- Milliman codes 11 $97,500 PY2024
- Milliman Inc. codes 11 PY2024
- FID Inv Inst Ops Co codes 15 $1.2M PY2023
- AON Hewitt Invest Consulting Inc codes 27 $1.1M PY2023
- State Street Bank and Trust Company codes 19 29 $216,313 PY2023
- Milliman codes 11 $86,312 PY2023
- Harris Oakmark Intl Coll Fd Cl 3 Sched. D C PY2023
- Milliman Inc. codes 11 PY2023
- Great West Life & Annuity Insurance codes 13 $1.5M PY2022
- AON Hewitt Invest Consulting Inc codes 27 $890,570 PY2022
- State Street Bank and Trust Company codes 19 29 $49,572 PY2022
- Curio Web LLC codes 24 $12,625 PY2022
- Investco codes 52 PY2022
- Vanguard codes 52 PY2022
- William Blair codes 52 PY2022
- Morgan Stanley codes 52 PY2022
- MFS Invest Management codes 52 PY2022
- Mass Mutual Life Insurance Co codes 52 PY2022
- Dodge & Cox codes 52 PY2022
- Neuberger Berman codes 52 PY2022
- Sia-Cnc Dodge and Cox Stock Fd Sched. D P PY2022
- Sia-J67 Morganstanley Int Growth Fd Sched. D P PY2022
- Sia-J66 Mfs Inst Intl Eqty Fd Sched. D P PY2022
- Harris Oakmark Intl Coll Fd Cl 3 Sched. D C $98.3M PY2022
- Sia-Chx Oppenheimer Intl Growth Fd Sched. D P PY2022
- Milliman Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedMassmutual Pension Plan funded ratio 106.2% -> 100.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedMassmutual Pension Plan funded ratio 114.6% -> 106.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMassmutual Pension Plan plan assets $3.1B -> $2.5B (-19.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041590850-001
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.