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
The Barton Group Pension Plan
Corporate pensionGlens Falls, NY
Assets
$25.4M
Total assets, Dec 31, 2024 reported
Funded
87.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
10
none on the tape
Plan sponsor: The Barton Group
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 0.2%
- Registered investment companies 98.3%
Consultants and advisers
2 firms
- Fiducient Advisors LLC Investment adviser (plan)through 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
No manager relationship is on the tape for this allocator.
Commitments
10 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 | Fidelity 500 Indexseparate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Massmutual Mid Cap Growth Iseparate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Massmutual US Govt Mny Mkt R5separate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fidelity 500 Indexseparate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Massmutual Mid Cap Growth Iseparate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $36,659 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Sia-Wrseparate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $942,399 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fidelity 500 Indexseparate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Massmutual Mid Cap Growth Iseparate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $35,726 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Sia-Wrseparate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Massmutual US Govt Mny Mkt R5separate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 247 | $24.5M | $28.0M | 87.5% | $25.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 251 | $21.6M | $27.3M | 79.3% | $24.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 259 | $28.0M | $25.8M | 108.4% | $21.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Ins Co of America codes 64 $79,649 PY2024
- Fiducient Advisors LLC codes 27 $49,244 PY2024
- Hartford Int'l Opportunities R4 Sched. D P $1.8M PY2024
- American Fds Europacific Growth R5 Sched. D P $2.8M PY2024
- Sagic Diversified Bond 1 Sched. D P $38,650 PY2024
- MFS International New Discovery a Sched. D P $755,020 PY2024
- Wells Fargo Special Sm Cap Value Sched. D P $1.0M PY2024
- Massmutual US Govt Mny Mkt R5 Sched. D P PY2024
- Principal Real Estate Securities Sched. D P $1.5M PY2024
- Principal Diversified Real Asset a Sched. D P $762,379 PY2024
- Franklin Small Cap Growth R6 Sched. D P $1.0M PY2024
- Vanguard Total Bond Market Index Sched. D P $2.2M PY2024
- Massmutual Total Return Bond I Sched. D P PY2024
- Blackrock Strategic Income Opps Sched. D P PY2024
- Dodge & Cox Income - 1 Sched. D P $2.0M PY2024
- Vanguard Lt Investment-Grade Adm Sched. D P $4.5M PY2024
- Vanguard 500 Index Admiral Sched. D P $6.7M PY2024
- Milliman codes 11 PY2024
- Empower Annuity Ins Co of America codes 64 $46,443 PY2023
- Fiducient Advisors LLC codes 27 $30,825 PY2023
- Sia-Cmm Sched. D P PY2023
- Sia-Cnd Sched. D P $5.5M PY2023
- Sia-Jbz Sched. D P PY2023
- Sia-Jku Sched. D P $1.4M PY2023
- Sia-Mm Sched. D P $2.8M PY2023
- Sia-P3 Sched. D P $36,659 PY2023
- Sia-Wr Sched. D P $942,399 PY2023
- Sia-Cfp Sched. D P PY2023
- Sia-Jnm Sched. D P $1.2M PY2023
- Sia-Jdn Sched. D P $466,663 PY2023
- Sia-Cnl Sched. D P $700,604 PY2023
- Sia-Crp Sched. D P $1.4M PY2023
- Franklin Small Cap Growth R6 Sched. D P $1.2M PY2023
- Vanguard Total Bond Market Index Sched. D P $3.0M PY2023
- Massmutual Total Return Bond I Sched. D P $3.0M PY2023
- Blackrock Strategic Income Opps Sched. D P $1.6M PY2023
- Milliman codes 11 PY2023
- Empower Annuity Ins Co of America codes 13 $51,219 PY2022
- Fiducient Advisors LLC codes 27 PY2022
- Barton Mines Company LLC codes 29 PY2022
- Sia-Jbz Sched. D P $2.7M PY2022
- Sia-Jku Sched. D P $1.6M PY2022
- Sia-Mm Sched. D P $3.0M PY2022
- Sia-P3 Sched. D P $35,726 PY2022
- Sia-Wr Sched. D P $1.2M PY2022
- Sia-Cfp Sched. D P $1.0M PY2022
- Sia-Jnm Sched. D P $1.1M PY2022
- Sia-Jdn Sched. D P $1.1M PY2022
- Sia-Cnl Sched. D P $1.1M PY2022
- Sia-Crp Sched. D P $1.1M PY2022
- Sia-Cmm Sched. D P $2.7M PY2022
- Sia-Cnd Sched. D P $5.1M PY2022
- Milliman codes 11 PY2022
What changed
6 events
- Dec 31, 2024Holding endedinferenceThe Barton Group Pension Plan no longer reports Sia-Wr (last held $942,399 at 2023-12-31; absent from the 2024-12-31 filing)with Sia-Wraskebsa.dol.gov
- Jan 1, 2024Funded status changedThe Barton Group Pension Plan funded ratio 79.3% -> 87.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Barton Group Pension Plan plan assets $22M -> $25M (+13.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedThe Barton Group Pension Plan total assets $22M -> $25M (+13.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Barton Group Pension Plan funded ratio 108.4% -> 79.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Barton Group Pension Plan plan assets $28M -> $22M (-22.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231624372-003
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.