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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
G••••• M••••••• G•••• C•••• P•••••• P•••
Corporate pensionWaltham, MA
Assets
$557,535
Total assets, Dec 31, 2024 reported
Funded
120.5%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: G••••• M••••••• G•••• C••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 98.7%
Consultants and advisers
4 firms
- H•• I••••••••• Pension consultantthrough Dec 31, 2024 Form 5500
- M••••• S•••••• S•••• B•••••• L•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- G••• I••••••••• M••••••••• L•• Investment adviser (plan)through Dec 31, 2023 Form 5500
- R•••• • G••• L•• 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
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
29 readings
Investment management fees
$10,922 (2023-12) · $18,563 (2022-12)
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 | 173 | n/a | n/a | n/a | $557,535 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 181 | $3.5M | $3.2M | 120.5% | $4.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 185 | $4.4M | $3.0M | 132.4% | $3.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- R•••• • G••• L•• codes 11 17 $323,653 PY2024
- BCG Pension Risk Consultants codes 17 $51,850 PY2024
- Ernst & Young LLP codes 10 $40,000 PY2024
- Verrill Dana, LLP codes 29 $17,714 PY2024
- G•••stone Consulting codes 27 $5,772 PY2024
- G••• Investment Management codes 27 28 $10,922 PY2023
- R•••• • G••• L•• codes 11 PY2023
- G••• Investment Management codes 27 28 $18,563 PY2022
- R•••• • G••• L•• codes 11 PY2022
What changed
8 events
- Dec 31, 2024Manager relationship endedinferenceG••• Investment Management no longer appears on G••••• M••••••• G•••• C•••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with G••• I••••••••• M••••••••• L••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBCG Pension Risk Consultants appears on G••••• M••••••• G•••• C•••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with H•• I•••••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceR•••• • G••• L•• appears on G••••• M••••••• G•••• C•••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with R•••• • G••• L••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceG•••stone Consulting appears on G••••• M••••••• G•••• C•••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M••••• S•••••• S•••• B•••••• L••askebsa.dol.gov
- Dec 31, 2024Assets changedG••••• M••••••• G•••• C•••• P•••••• P••• total assets $4M -> $557,535 (-86.9%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedG••••• M••••••• G•••• C•••• P•••••• P••• total assets $3M -> $4M (+22.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedG••••• M••••••• G•••• C•••• P•••••• P••• funded ratio 132.4% -> 120.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedG••••• M••••••• G•••• C•••• P•••••• P••• plan assets $4M -> $4M (-20.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 043443028-001
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.