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
National Amusements Pension Plan
Corporate pensionNorwood, MA
Assets
$132M
Total assets, Nov 30, 2024 reported
Funded
114.5%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: National Amusements, Inc.
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Partnership/joint venture interests 4.9%
- Registered investment companies 79.7%
- Common stock 14.3%
Consultants and advisers
2 firms
- Morgan Stanley Smith Barney Investment adviser (plan)through Nov 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Nov 30, 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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 1,396 | $121M | $106M | 114.5% | $132M | $6.5M | n/a | n/a |
| 2022 to Nov 30, 2023 | 1,341 | $121M | $101M | 119.0% | $121M | $7.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney codes 27 50 72 $324,350 PY2023
- First State Trust Company codes 59 60 63 $89,211 PY2023
- USI Consulting Group codes 11 PY2023
- Morgan Stanley Smith Barney LLC codes 27 50 72 $252,172 PY2022
- First State Trust Company codes 59 60 63 $81,699 PY2022
- USI Consulting Group codes 11 PY2022
What changed
1 events
- Dec 1, 2023Funded status changedNational Amusements Pension Plan funded ratio 119.0% -> 114.5% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042261332-001
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.