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
Retirement Plan for Employees of Teradyne, Inc.
Corporate pensionNorth Reading, MA
Assets
$81.6M
Total assets, Dec 31, 2024 reported
Funded
101.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: Teradyne, Inc. & Subsidiaries
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Common/collective trusts 98.8%
Consultants and advisers
1 firms
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- State Street Global Advisors Trust9 rows, latest Dec 31, 2024
- State Street - Russell 20006 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- State Street Global Advisorsplan years 2022
Commitments
21 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 | State St Lng US Govt Bd Ind Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 3-10 Year U.S. Treasury Indx Nl Fdcollective trust | State Street - Russell 2000 | Fixed income | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | US High Yield Bond Indexcollective trust | State Street Global Advisors Trust Company | Fixed income | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street 20 Year U.S. Treasurycollective trust | State Street Global Advisors Trust | Fixed income | $67,332 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Global Defensive Equity Nl Ctfcollective trust | State Street Global Advisors Trust Company | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 5-20 Yr US High Quality Corp Bond Ncollective trust | State Street Global Advisors Trust | Fixed income | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 20 Yr US High Quality Corp Bond Nlcollective trust | State Street Global Advisors Trust | Fixed income | $54.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | State St Lng US Govt Bd Ind Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | 3-10 Year U.S. Treasury Indx Nl Fdcollective trust | State Street - Russell 2000 | Fixed income | $14.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | US High Yield Bond Indexcollective trust | State Street Global Advisors Trust Company | Fixed income | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | State Street 20 Year U.S. Treasurycollective trust | State Street Global Advisors Trust | Fixed income | $77,829 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | 20 Yr US High Quality Corp Bond Nlcollective trust | State Street Global Advisors Trust | Fixed income | $51.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | 5-20 Yr US High Quality Corp Bond Ncollective trust | State Street Global Advisors Trust | Fixed income | $32.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Global Defensive Equity Nl Ctfcollective trust | State Street Global Advisors Trust Company | Public equity | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | State St Lng US Govt Bd Ind Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 3-10 Year U.S. Treasury Indx Nl Fdcollective trust | State Street - Russell 2000 | Fixed income | $14.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | US High Yield Bond Indexcollective trust | State Street Bank and Trust Company | Fixed income | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | State Street 20 Year U.S. Treasurycollective trust | State Street Global Advisors Trust | Fixed income | $76,759 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 20 Yr US High Quality Corp Bond Nlcollective trust | State Street Global Advisors Trust | Fixed income | $50.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 5-20 Yr US High Quality Corp Bond Ncollective trust | State Street Global Advisors Trust | Fixed income | $32.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Global Defensive Equity Nl Ctfcollective trust | State Street Bank and Trust Company | Public equity | $5.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$125,000 (2023-12) · $130,917 (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 | 1,212 | $113M | $92.7M | 101.4% | $81.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,256 | $112M | $92.4M | 101.7% | $114M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,307 | $150M | $89.2M | 114.4% | $112M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Investments Institutional codes 15 50 64 $158,246 PY2024
- Ssga codes 50 51 $93,750 PY2024
- AON Consulting, Inc codes 11 50 $77,725 PY2024
- BDO USA, P.C. codes 10 50 $41,156 PY2024
- Brien D Ward Esq. codes 29 50 $18,275 PY2024
- 20 Yr US Treasury Strips Index Fund Sched. D C $67,332 PY2024
- Long US Govt Bond Index Nl Sched. D C $1.3M PY2024
- Ssga 3 10 Yr US Credit Index Fund Sched. D C $10.0M PY2024
- Ssga Hy Bond Index Sched. D C $4.1M PY2024
- Ssga 20 Yr US High Qual Crp Nl Sched. D C PY2024
- Ssga 5 20 Yr US High Qual Corp Nl Sched. D C PY2024
- Global Defensive Equity Nl Ctf Sched. D C $4.0M PY2024
- INT Corp Bond Nl Fund Sched. D C $7.1M PY2024
- Long Corp Bond Nl Fund Sched. D C $54.0M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Fidelity Investments Institutional codes 15 50 64 $164,884 PY2023
- Ssga codes 50 51 $125,000 PY2023
- AON Consulting, Inc codes 11 50 $79,884 PY2023
- BDO USA, P.C. codes 10 50 $37,634 PY2023
- Long US Govt Bond Index Nl Sched. D C $1.8M PY2023
- Ssga 3 10 Yr US Credit Index Fund Sched. D C $14.0M PY2023
- Ssga Hy Very Liquid Index Sched. D C $5.7M PY2023
- 20 Yr US Treasury Strips Index Fund Sched. D C $77,829 PY2023
- Ssga 20 Yr US High Qual Crp Nl Sched. D C $51.5M PY2023
- Ssga 5 20 Yr US High Qual Corp Nl Sched. D C $32.8M PY2023
- Global Defensive Equity Nl Ctf Sched. D C $5.7M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Fidelity Investments Institutional codes 15 50 64 $161,688 PY2022
- AON Consulting, Inc codes 11 50 $140,114 PY2022
- Ssga codes 50 51 $130,917 PY2022
- BDO USA LLP codes 10 50 $9,220 PY2022
- Axiom Global codes 29 50 $7,706 PY2022
- Ssga 5 20 Yr US High Qual Corp Nl Sched. D C $32.9M PY2022
- Long US Govt Bond Index Nl Sched. D C $1.2M PY2022
- Global Managed Volatility Fund Sched. D C $5.6M PY2022
- Ssga 3 10 Yr US Credit Index Fund Sched. D C $14.4M PY2022
- US High Yield Bond Nl Sched. D C $5.6M PY2022
- 20 Yr US Treasury Strips Index Fund Sched. D C $76,759 PY2022
- Ssga 20 Yr US High Qual Crp Nl Sched. D C $50.9M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedRetirement Plan for Employees of Teradyne, Inc. total assets $114M -> $82M (-28.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Teradyne, Inc. funded ratio 114.4% -> 101.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Teradyne, Inc. plan assets $150M -> $112M (-25.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042272148-002
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.