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
Global Partners LP Pension Plan
Corporate pensionWaltham, MA
Assets
$3.4M
Total assets, Dec 31, 2024 reported
Funded
138.5%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Global GP LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 98.9%
Consultants and advisers
4 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- HUB International Pension consultantthrough Dec 31, 2024 Form 5500
- Gw&k Investment Management, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Ropes & Gray LLP Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Sage Advisory Services Ltd. Co.plan years 2024
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
28 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 | 123 | n/a | n/a | n/a | $3.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 135 | $14.9M | $11.8M | 138.5% | $15.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 142 | $18.4M | $12.8M | 130.9% | $14.9M | $594,232 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Ropes & Gray LLP codes 11 17 $238,820 PY2024
- BCG Pension Risk Consultants codes 17 $51,850 PY2024
- Verrill Dana, LLP codes 29 $51,434 PY2024
- Ernst & Young LLP codes 10 $40,000 PY2024
- Graystone Consulting codes 27 $26,894 PY2024
- Sage Advisory Services codes 28 $15,859 PY2024
- Gw&k Investment Management codes 27 28 $62,853 PY2023
- Ropes & Gray LLP codes 11 PY2023
- Gw&k Investment Management codes 27 28 $77,370 PY2022
- Ropes & Gray LLP codes 11 PY2022
What changed
8 events
- Dec 31, 2024Manager relationship startedSage Advisory Services appears on Global Partners LP Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Sage Advisory Services Ltd. Co.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBCG Pension Risk Consultants appears on Global Partners LP Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with HUB Internationalaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceRopes & Gray LLP appears on Global Partners LP Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Ropes & Gray LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceGw&k Investment Management no longer appears on Global Partners LP Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Gw&k Investment Management, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceGraystone Consulting appears on Global Partners LP Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedGlobal Partners LP Pension Plan total assets $15M -> $3M (-78.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedGlobal Partners LP Pension Plan funded ratio 130.9% -> 138.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGlobal Partners LP Pension Plan plan assets $18M -> $15M (-19.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 141924242-001
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.