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
R••••••••• I••••• P•••
Corporate pensionWellesley Hills, MA
Assets
$249M
Total assets, Dec 31, 2025 reported
Funded
82.7%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
4
none on the tape
Plan sponsor: S•• L••• F•••••••• U••• S••••••• C••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.1%
- Corporate debt instruments (other) 67.6%
- U.S. Government securities 15.8%
- Other loans 1.9%
- Partnership/joint venture interests 4.3%
- Registered investment companies 3.5%
Consultants and advisers
1 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2025 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
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, 2025 | G•••• P•••••• C•••••••separate account | Sun L••• Assurance Company of Canada | Pooled vehicles | $249M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | G•••• P•••••• C•••••••separate account | SUN L••• Assurance Company of Canada | Pooled vehicles | $252M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | G•••• P•••••• C•••••••separate account | Sun L••• Assurance Company of Canada | Pooled vehicles | $271M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | G•••• P•••••• C•••••••separate account | Sun L••• Assurance Company of Canada | Pooled vehicles | $274M held | Disclosed holding | askebsa.dol.gov |
Size and funding
44 readings
Total assets
$253M (2024-12) · $271M (2023-12) · $274M (2022-12)
Funded ratio
91.9% (2024-01) · 93.1% (2023-01) · 107.5% (2022-01)
Funding target
$248M (2024-01) · $253M (2023-01) · $253M (2022-01)
Discount rate
5.09% (2024-01) · 5.22% (2023-01) · 5.40% (2022-01)
Benefits paid
$18.2M (2024-12) · $17.0M (2023-12) · $20.3M (2022-12)
Net investment income
$-18.3M (2024-12) · $-3.2M (2023-12) · $-83.7M (2022-12)
Investment management fees
$446,166 (2024-12) · $448,717 (2023-12) · $520,859 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 2,121 | $252M | $238M | 82.7% | $249M | $10.6M | n/a | n/a |
| 2024 to Dec 31, 2024 | 2,171 | $271M | $248M | 91.9% | $253M | $10.4M | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,217 | $274M | $253M | 93.1% | $271M | $11.1M | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,284 | $358M | $253M | 107.5% | $274M | $12.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sun L••• Assurance Co. of Canada codes 23 50 $408,452 PY2025
- W••••• T••••• W•••••, LLC codes 11 17 50 $80,833 PY2025
- PWC US Tax LLP codes 15 50 $43,134 PY2025
- G•••• P•••••• C••••••• Sched. D P $249M PY2025
- W••••• T••••• W••••• U• L•• codes 11 PY2025
- SUN L••• Assurance Co. of Canada codes 23 50 $446,166 PY2024
- W••••• T••••• W•••••, LLC codes 11 17 50 $83,576 PY2024
- PWC US Tax LLP codes 15 50 $34,290 PY2024
- G•••• P•••••• C••••••• Sched. D P $252M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Sun L••• Assurance Co. of Canada codes 23 50 $448,718 PY2023
- W••••• T••••• W•••••, LLC codes 11 17 50 $76,732 PY2023
- Pricewaterhousecoopers Advisory Svc codes 15 50 $46,580 PY2023
- G•••• P•••••• C••••••• Sched. D P $271M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- Sun L••• Assurance Co. of Canada codes 23 50 $520,859 PY2022
- W••••• T••••• W•••••, LLC codes 11 17 50 $58,819 PY2022
- Pension & Benefits Live codes 15 50 $30,740 PY2022
- Massachusetts Mutual Insurance Comp codes 13 62 $1,251 PY2022
- G•••• P•••••• C••••••• Sched. D P $274M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Jan 1, 2025Funded status changedR••••••••• I••••• P••• funded ratio 91.9% -> 82.7% (2024-01-01 to 2025-01-01)
- Jan 1, 2023Funded status changedR••••••••• I••••• P••• funded ratio 107.5% -> 93.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• I••••• P••• plan assets $358M -> $274M (-23.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 263730703-001
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.