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

L••••••••• F••••• P•••••• P•••

Corporate pensionBoston, MA
Assets
$126M
Total assets, Dec 31, 2024 reported
Funded
97.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: L••••• S•••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • Other investments 18.7%
  • Common/collective trusts 48.8%
  • Registered investment companies 29.8%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024N••• L••• D••••••• C••• B••• T••••collective trustL••••• S••••• T•••• C••••••Fixed income$27.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N••• C••• D••••••••• A•••• T••••collective trustL••••• S••••• T•••• C••••••Pooled vehicles$28.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N••• U• H••• Y•••• B•••collective trustL••••• S••••• T•••• C••••••Fixed income$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N••• L••• D••••••• C••• B••• T••••collective trustL••••• S••••• T•••• C••••••Fixed income$28.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N••• C••• D••••••••• A•••• T••••collective trustL••••• S••••• T•••• C••••••Pooled vehicles$28.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N••• U• H••• Y•••• B•••collective trustL••••• S••••• T•••• C••••••Fixed income$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N••• L••• D••••••• C••• B••• T••••collective trustL••••• S••••• T•••• C••••••Fixed income$30.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N••• C••• D••••••••• A•••• T••••collective trustL••••• S••••• T•••• C••••••Pooled vehicles$28.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N••• U• H••• Y•••• B•••collective trustL••••• S••••• T•••• C••••••Fixed income$3.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$126M Dec 31, 2024 reported Form 5500
$136M (2023-12) · $127M (2022-12)
Net assets
$126M Dec 31, 2024 reported Form 5500
$136M (2023-12) · $127M (2022-12)
Funding target
$138M Jan 1, 2024 reported Form 5500
$137M (2023-01) · $133M (2022-01)
Discount rate
5.18% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.45% (2022-01)
Participants
430 Jan 1, 2024 reported Form 5500
433 (2023-01) · 435 (2022-01)
Contributions
$1.0M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $0 (2022-12)
Benefits paid
$13.9M Dec 31, 2024 reported Form 5500
$7.9M (2023-12) · $14.9M (2022-12)
Net investment income
$-10.5M Dec 31, 2024 reported Form 5500
$9.2M (2023-12) · $-65.6M (2022-12)
Investment management fees
$58,555 Dec 31, 2024 reported Form 5500
$122,465 (2023-12)
What changed
3 events
  • Jan 1, 2024f••••• status changed
    L••••••••• F••••• P•••••• P••• f••••• ratio 92.9% -> 97.9% (2023-01-01 to 2024-01-01)
  • Jan 1, 2023f••••• status changed
    L••••••••• F••••• P•••••• P••• f••••• ratio 145.2% -> 92.9% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    L••••••••• F••••• P•••••• P••• p••• assets $193M -> $127M (-34.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 043200030-001
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.