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
Goodwin Procter LLP Cash Balance Retirement Plan II
Corporate pensionBoston, MA
Assets
n/a
Total assets, Sep 30, 2025 reported
Funded
120.3%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2024
Commitments
0
none on the tape
Plan sponsor: Goodwin Procter LLP
Allocation policy
Form 5500, as of Sep 30, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 92.4%
Consultants and advisers
3 firms
- Vanguard Fiduciary Trust Company Trusteethrough Sep 30, 2025 Form 5500
- Vanguard Trusteethrough Sep 30, 2023 Form 5500
- October Three Consulting LLC Actuarythrough Sep 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
33 readings
Investment management fees
$82,022 (2024-09) · $57,783 (2023-09)
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 Sep 30, 2025 | 283 | $120M | $99.5M | 120.3% | $0 | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 308 | $97.5M | $83.8M | 116.4% | $120M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 300 | $82.7M | $70.3M | 117.6% | $97.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Vanguard Fiduciary Trust Company codes 21 27 50 $31,188 PY2024
- October Three Consulting LLC codes 11 PY2024
- Vanguard Fiduciary Trust Company codes 21 27 50 $103,715 PY2023
- October Three Consulting LLC codes 11 PY2023
- Vanguard Fiduciary Trust Company codes 21 27 50 $77,867 PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
5 events
- Sep 30, 2025Assets changedGoodwin Procter LLP Cash Balance Retirement Plan II total assets $120M -> $0 (-100.0%, 2024-09-30 to 2025-09-30)
- Oct 1, 2024Funded status changedGoodwin Procter LLP Cash Balance Retirement Plan II funded ratio 116.4% -> 120.3% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedGoodwin Procter LLP Cash Balance Retirement Plan II plan assets $98M -> $120M (+22.7%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedGoodwin Procter LLP Cash Balance Retirement Plan II total assets $98M -> $120M (+22.7%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Assets changedGoodwin Procter LLP Cash Balance Retirement Plan II plan assets $83M -> $98M (+18.0%, 2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041378465-009
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.