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

B••• C•••• a•• B••• S••••• o• M••••••••• I••• R••••••••• I••••• T••••

Corporate pensionBoston, MA
Assets
$867M
Total assets, Dec 31, 2024 reported
Funded
110.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
25
2 managers on Schedule C
Plan sponsor: B••• C•••• B••• S••••• o• M••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Corporate debt instruments (other) 40.2%
  • U.S. G••••••••• securities 2.9%
  • Other investments 1.8%
  • Partnership/joint venture interests 10.9%
  • Common/collective trusts 41.7%
  • Registered investment companies 1.6%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From Schedule C (investment management, code 28)
Commitments
25 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024C••••••••• T•••• G••••••••• S•••collective trustB•• M•••••Pooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•••••• B•••• I•••• G••••• C••• I••collective trustW•••••• B•••• I••••••••• M•••••••••Pooled vehicles$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S••••••••• I••••••••• C•• F•••collective trustSEI Trust CompanyPooled vehicles$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20243••• Y••• U••• T••••••• I••• N• F•collective trustS•••• S••••• • R•••••• 2•••Fixed income$119M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S••• L••• U• T••••••• I•••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$154M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•••••• R••••••• E••••• P••••••••collective trustW••••••••• T•••• C••••••• N•Public equity$31.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B•• M••••• D• S• S• G••••• S••collective trustB•• M•••••Pooled vehicles$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S•• 5•• F••••••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$17.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023C••••••••• T•••• G••••••••• S•••collective trustB•• M•••••Pooled vehicles$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•••••• B•••• I•••• G••••• C••• I••collective trustW•••••• B•••• I••••••••• M•••••••••Pooled vehicles$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S••••••••• I••••••••• C•• F•••collective trustSEI Trust CompanyPooled vehicles$18.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20233••• Y••• U••• T••••••• I••• N• F•collective trustS•••• S••••• • R•••••• 2•••Fixed income$87.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S••• L••• U• T••••••• I•••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$164M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•••••• R••••••• E••••• P••••••••collective trustW••••••••• T•••• C••••••• N•Public equity$27.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B•• M••••• D• S• S• G••••• S••collective trustB•• M•••••Pooled vehicles$19.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S•• 5•• F••••••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•••••• B•••• I•••• G••••• C••• I••collective trustW•••••• B•••• I••••••••• M•••••••••Pooled vehicles$15.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••••••••• I••••••••• C•• F•••collective trustSEI Trust CompanyPooled vehicles$16.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20223••• Y••• U••• T••••••• I••• N• F•collective trustS•••• S••••• • R•••••• 2•••Fixed income$83.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••• L••• U• T••••••• I•••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$172M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•••••• R••••••• E••••• P••••••••collective trustW••••••••• T•••• C••••••• N•Public equity$22.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••••••• E••••••• M•••••• F•••collective trustS•••••••Public equity$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S•• 5•• F••••••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022C••••••••• T•••• G••••••••• S•••collective trustB•• M•••••Pooled vehicles$23.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B•• M••••• D• S• S• G••••• S••collective trustB•• M•••••Pooled vehicles$8.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$867M Dec 31, 2024 reported Form 5500
$907M (2023-12) · $911M (2022-12)
Plan assets
$802M Jan 1, 2024 reported Form 5500
$811M (2023-01) · $1.1B (2022-01)
Net assets
$867M Dec 31, 2024 reported Form 5500
$904M (2023-12) · $909M (2022-12)
Funded ratio
110.8% Jan 1, 2024 reported Form 5500
109.7% (2023-01) · 130.9% (2022-01)
Funding target
$726M Jan 1, 2024 reported Form 5500
$747M (2023-01) · $760M (2022-01)
Discount rate
5.21% Jan 1, 2024 reported Form 5500
5.31% (2023-01) · 5.48% (2022-01)
Participants
5,410 Jan 1, 2024 reported Form 5500
5,601 (2023-01) · 5,843 (2022-01)
Contributions
$3.6M Dec 31, 2024 reported Form 5500
$4.1M (2023-12) · $219,170 (2022-12)
Benefits paid
$46.4M Dec 31, 2024 reported Form 5500
$65.6M (2023-12) · $100M (2022-12)
Net investment income
$-37.4M Dec 31, 2024 reported Form 5500
$-4.8M (2023-12) · $-345M (2022-12)
Investment management fees
$1.9M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $2.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,410$802M$726M110.8%$867M$94.1M$0$0
2023 to Dec 31, 20235,601$811M$747M109.7%$907M$99.6M$0$0
2022 to Dec 31, 20225,843$1.1B$760M130.9%$911M$106M$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2024Manager relationship endedinference
    S•••••••s no longer appears on B••• C•••• a•• B••• S••••• o• M••••••••• I••• R••••••••• I••••• T••••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with S••••••• I••••••••• M••••••••• N•••askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    B••• C•••• a•• B••• S••••• o• M••••••••• I••• R••••••••• I••••• T•••• no longer reports S••••••• E••••••• M•••••• F••• (S•••••••) (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)
    with S•••••••askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    S•••••••s appears on B••• C•••• a•• B••• S••••• o• M••••••••• I••• R••••••••• I••••• T••••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with S••••••• I••••••••• M••••••••• N•••askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    I••••• R•••••••+mgmt, L••• Duration no longer appears on B••• C•••• a•• B••• S••••• o• M••••••••• I••• R••••••••• I••••• T••••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with I••••• R••••••• • M•••• I•••askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    B••• C•••• a•• B••• S••••• o• M••••••••• I••• R••••••••• I••••• T•••• funded ratio 130.9% -> 109.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    B••• C•••• a•• B••• S••••• o• M••••••••• I••• R••••••••• I••••• T•••• plan assets $1.1B -> $811M (-28.3%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041045815-001
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.