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
The Gillette Co. Ret. Plan for Collectively-Bargained Employees
Corporate pensionBoston, MA
Assets
$40.6M
Total assets, Jun 30, 2025 reported
Funded
80.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: The Gillette Company LLC
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
5 firms
- Iron Mountain Investment adviser (plan)through Jun 30, 2025 Form 5500
- Blackrock Investment adviser (plan)through Jun 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Jun 30, 2023 Form 5500
- Northern Trust Co. Directed trusteethrough Jun 30, 2023 Form 5500
- Willis Tower Watson US LLC Actuarythrough Jun 30, 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
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
32 readings
Investment management fees
$33,915 (2024-06) · $36,504 (2023-06)
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 Jun 30, 2025 | 794 | $41.4M | $41.8M | 80.0% | $40.6M | n/a | $40.6M | n/a |
| 2023 to Jun 30, 2024 | 819 | $43.6M | $43.9M | 80.2% | $41.4M | n/a | $41.4M | n/a |
| 2022 to Jun 30, 2023 | 841 | $46.3M | $43.8M | 83.3% | $43.6M | n/a | $43.6M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson Delaware Inc codes 11 50 $101,031 PY2024
- Blackrock codes 27 50 $23,862 PY2024
- Northern Trust codes 25 50 $14,382 PY2024
- Iron Mountain codes 27 50 $11,308 PY2024
- PG Retirement Master Trust Sched. D M $40.6M PY2024
- Willis Tower Watson US LLC codes 11 PY2024
- Towers Watson Delaware Inc codes 11 50 $115,627 PY2023
- Blackrock codes 27 50 $32,887 PY2023
- Northern Trust codes 25 50 $6,207 PY2023
- PG Retirement Master Trust Sched. D M $41.4M PY2023
- Willis Tower Watson US LLC codes 11 PY2023
- Towers Watson Delaware Inc codes 11 50 $85,032 PY2022
- Blackrock codes 27 50 $32,912 PY2022
- Northern Trust codes 25 50 $17,649 PY2022
- PG Retirement Master Trust Sched. D M $43.6M PY2022
- Willis Tower Watson US LLC codes 11 PY2022
What changed
2 events
- Dec 31, 2024Consultant changedinferenceIron Mountain appears on The Gillette Co. Ret. Plan for Collectively-Bargained Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Iron Mountainaskebsa.dol.gov
- Jul 1, 2023Funded status changedThe Gillette Co. Ret. Plan for Collectively-Bargained Employees funded ratio 83.3% -> 80.2% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 813268325-008
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.