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
V••••• P•••••• P•••
Corporate pensionManchester, NH
Assets
$53.0M
Total assets, Dec 31, 2024 reported
Funded
84.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: V••••• U•• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- C•••on/collective trusts 87.8%
- Registered investment companies 11.8%
Consultants and advisers
1 firms
- J••• H•••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- F••••••• I••••••••• A•••• M•••3 rows, latest Dec 31, 2024
Commitments
4 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, 2024 | S•••••• W•••• M•••••• V••••••••• i•collective trust | Geode Capital Management Trust | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• I••••••••• D••••••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $19.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $17.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 913 | $56.5M | $51.5M | 84.5% | $53.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 929 | $55.4M | $53.0M | 81.6% | $56.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 953 | $75.0M | $53.2M | 111.8% | $55.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- J••• H•••••• Retirement P••• Srvcs codes 15 37 62 64 $183,683 PY2024
- S•••••• W•••• M•••••• V••••••••• i• Sched. D C $3.9M PY2024
- F••• I••••••••• D••••••• Pool Sched. D C $6.2M PY2024
- F••• L••• C•••••••• C•••ingled Pool Sched. D C $19.2M PY2024
- F••• 8••• Y••• C•••••••• B••• C•••i Sched. D C $17.1M PY2024
- J••• H•••••• codes 11 PY2024
- J••• H•••••• Retirement P••• Srvcs codes 15 37 62 64 $150,962 PY2023
- J••• H•••••• codes 11 PY2023
- J••• H•••••• Retirement P••• Srvcs codes 15 37 62 64 $189,275 PY2022
- J••• H•••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedV••••• P•••••• P••• funded ratio 81.6% -> 84.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedV••••• P•••••• P••• funded ratio 111.8% -> 81.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedV••••• P•••••• P••• plan assets $75M -> $55M (-26.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132597668-001
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.