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
S•••• P•••••• P••• A• A•••••• b• E•••••• B•••
Corporate pensionBoston, MA
Assets
$583M
Total assets, Oct 31, 2025 reported
Funded
162.1%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
3
none on the tape
Plan sponsor: E•••••• B•••
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- C•••••/collective trusts 100.0%
Consultants and advisers
1 firms
- B••• A•••••••• a•• P•••••• S••••••• Actuarythrough Oct 31, 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
3 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 Oct 31, 2025 | S•••• C••••• a•• C••••••••• T••••collective trust | S•••• | Pooled vehicles | $583M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | S•••• C••••• a•• C••••••••• T••••collective trust | S•••• | Pooled vehicles | $490M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | S•••• C••••• a•• C••••••••• T••••collective trust | S•••• | Pooled vehicles | $422M held | Disclosed holding | askebsa.dol.gov |
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 Oct 31, 2025 | 3,615 | $489M | $302M | 162.1% | $583M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 3,423 | $421M | $299M | 140.9% | $490M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 3,248 | $413M | $261M | 158.0% | $422M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S•••• C••••• a•• C••••••••• T•••• Sched. D C $583M PY2024
- B••• A•••••••• & Pension Services codes 11 PY2024
- S•••• C••••• a•• C••••••••• T•••• Sched. D C $490M PY2023
- B••• A•••••••• & Pension Services codes 11 PY2023
- S•••• C••••• a•• C••••••••• T•••• Sched. D C $422M PY2022
- B••• A•••••••• & Pension Services codes 11 PY2022
What changed
5 events
- Oct 31, 2025Assets changedS•••• P•••••• P••• A• A•••••• b• E•••••• B••• total assets $490M -> $583M (+19.0%, 2024-10-31 to 2025-10-31)
- Nov 1, 2024Funded status changedS•••• P•••••• P••• A• A•••••• b• E•••••• B••• funded ratio 140.9% -> 162.1% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedS•••• P•••••• P••• A• A•••••• b• E•••••• B••• plan assets $421M -> $489M (+16.3%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedS•••• P•••••• P••• A• A•••••• b• E•••••• B••• total assets $422M -> $490M (+16.2%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Funded status changedS•••• P•••••• P••• A• A•••••• b• E•••••• B••• funded ratio 158.0% -> 140.9% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 043067724-001
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.