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
Q••••• M••••• F••• I•••••••• C•••••• R••••••••• P•••
Corporate pensionQ•••••, MA
Assets
$149M
Total assets, Dec 31, 2024 reported
Funded
189.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Q••••• M••••• F••• I•••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- U.S. Government securities 1.2%
- Other investments 17.5%
- Partnership/joint venture interests 2.4%
- Registered investment companies 38.5%
- Common stock 38.4%
- Preferred stock 0.0%
Consultants and advisers
2 firms
- T•• A••••• P•••••• G••••• I••• Actuarythrough Dec 31, 2024 Form 5500
- A••••• P••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- H•••••• P••••••• F••• V• L•••plan years 2023
- H•••••• P••••••• F••• I•• L•••plan years 2022, 2023
- H•••••• P••••••• F••• I••• L•••plan years 2022
- H•••••• P••••••• F••• I•• L•••plan years 2022
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
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 | 353 | $134M | $69.9M | 189.7% | $149M | $3.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 352 | $119M | $66.6M | 191.5% | $134M | $3.3M | n/a | n/a |
| 2022 to Dec 31, 2022 | 347 | $143M | $61.8M | 205.3% | $118M | $3.0M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- H•••••• P••••••• F••• I•• L••• codes 28 51 $22,708 PY2024
- H•••••• P••••••• F••• I••• L••• codes 28 51 $15,417 PY2024
- H•••••• P••••••• F••• V• L••• codes 28 51 $13,785 PY2024
- H•••••• P••••••• F••• I•• L••• codes 28 51 $3,436 PY2024
- T•• A••••• P•••••• G••••• I••• codes 11 PY2024
- H•••••• P••••••• F••• I•• L••• codes 28 51 $24,516 PY2023
- H•••••• P••••••• F••• I••• L••• codes 28 51 $17,917 PY2023
- H•••••• P••••••• F••• V• L••• codes 28 51 $17,148 PY2023
- H•••••• P••••••• F••• I•• L••• codes 28 51 $15,000 PY2023
- A••••• codes 11 PY2023
- H•••••• P••••••• F••• I•• L••• codes 28 51 $23,548 PY2022
- H•••••• P••••••• F••• I••• L••• codes 28 51 $20,417 PY2022
- H•••••• P••••••• F••• I•• L••• codes 28 51 $15,438 PY2022
- A••••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedQ••••• M••••• F••• I•••••••• C•••••• R••••••••• P••• total assets $134M -> $149M (+11.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedQ••••• M••••• F••• I•••••••• C•••••• R••••••••• P••• plan assets $119M -> $134M (+12.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedQ••••• M••••• F••• I•••••••• C•••••• R••••••••• P••• total assets $118M -> $134M (+13.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedQ••••• M••••• F••• I•••••••• C•••••• R••••••••• P••• funded ratio 205.3% -> 191.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedQ••••• M••••• F••• I•••••••• C•••••• R••••••••• P••• plan assets $143M -> $119M (-17.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041752900-001
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.