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
East Cambridge Savings Bank Pension Plan
Corporate pensionCambridge, MA
Assets
$22.0M
Total assets, Oct 31, 2025 reported
Funded
102.5%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
15
none on the tape
Plan sponsor: East Cambridge Savings Bank
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
2 firms
- Capfinancial Partners, LLC Investment adviser (plan)through Oct 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Oct 31, 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
15 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 Oct 31, 2025 | Invesco Small Cap Value Yseparate account | Invesco | Public equity | $677,795 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Massmutual Mid Cap Growth Iseparate account | Mfs | Pooled vehicles | $853,336 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Long Duration Bond (empower)separate account | Mass Mutual Funds | Fixed income | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Fidelity 500 Indexseparate account | Pimco | Pooled vehicles | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Invesco Small Cap Value Yseparate account | Invesco | Public equity | $678,805 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Fidelity 500 Indexseparate account | Pimco | Pooled vehicles | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Massmutual Mid Cap Growth Iseparate account | Mfs | Pooled vehicles | $920,162 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Long Duration Bond (empower)separate account | Mass Mutual Funds | Fixed income | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Fidelity 500 Indexseparate account | Allspring Global Investments | Pooled vehicles | $335,034 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $347,590 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Invesco Small Cap Value Yseparate account | Invesco | Public equity | $494,842 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Massmutual Mid Cap Growth Iseparate account | Mfs | Pooled vehicles | $747,894 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Long Duration Bond (empower)separate account | Empower | Fixed income | $8.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 Oct 31, 2025 | 218 | $23.5M | $21.1M | 102.5% | $22.0M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 225 | $19.7M | $23.1M | 87.5% | $23.5M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 232 | $21.3M | $21.4M | 102.6% | $19.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Ins Co of America codes 64 $69,519 PY2024
- Capfinancial Partners LLC codes 27 $54,857 PY2024
- MM S&p 500 Index Adm Sched. D P $1.4M PY2024
- Allspring Special Mid Cap Value a Sched. D P $409,383 PY2024
- Massmutual Small Cap Gr Eq Adm Sched. D P $560,788 PY2024
- Massmutual Mid Cap Growth Adm Sched. D P $404,258 PY2024
- Pimco Extended Duration 12 Sched. D P $5.2M PY2024
- Massmutual Core Bond Adm Sched. D P $923,081 PY2024
- Massmutual Bluechip Growth Adm Sched. D P $1.3M PY2024
- MFS Value R2 Sched. D P $853,336 PY2024
- Long Duration Bond (empower) Sched. D P $10.3M PY2024
- Invesco Small Cap Value Y Sched. D P $677,795 PY2024
- Milliman, Inc. codes 11 PY2024
- Empower Annuity Ins Co of America codes 64 $93,832 PY2023
- Capfinancial Partners LLC codes 27 $57,115 PY2023
- Wells Fargo Special Mid Cap Value a Sched. D P $455,633 PY2023
- Wells Fargo Special Mid Cap Value a Sched. D P PY2023
- MFS Value R2 Sched. D P $920,162 PY2023
- Long Duration Bond (empower) Sched. D P $10.2M PY2023
- MM S&p 500 Index Adm Sched. D P $1.3M PY2023
- Massmutual Small Cap Gr Eq Adm Sched. D P $577,909 PY2023
- Massmutual Mid Cap Growth Adm Sched. D P $436,853 PY2023
- Pimco Extended Duration 12 Sched. D P $5.9M PY2023
- American Funds Europacific Growth R Sched. D P $879,594 PY2023
- Massmutual Core Bond Adm Sched. D P $984,972 PY2023
- Massmutual Bluechip Growth Adm Sched. D P $1.1M PY2023
- Invesco Small Cap Value Y Sched. D P $678,805 PY2023
- Milliman, Inc. codes 11 PY2023
- Capfinancial Partners LLC codes 27 $58,452 PY2022
- Empower Annuity Ins Co of America codes 64 $56,431 PY2022
- LPL Financial codes 99 $-2,931 PY2022
- Massmutual Bluechip Growth Adm Sched. D P $815,859 PY2022
- Invesco Small Cap Value Y Sched. D P $494,842 PY2022
- Wells Fargo Special Mid Cap Value a Sched. D P $335,034 PY2022
- Wells Fargo Special Mid Cap Value a Sched. D P $30,169 PY2022
- MFS Value R2 Sched. D P $747,894 PY2022
- Northern Small Cap Value Sched. D P PY2022
- Long Duration Bond Sched. D P $8.8M PY2022
- MM S&p 500 Index Adm Sched. D P $1.0M PY2022
- Massmutual Small Cap Gr Eq Adm Sched. D P $438,180 PY2022
- Massmutual Mid Cap Growth Adm Sched. D P $347,590 PY2022
- Pimco Extended Duration 12 Sched. D P $5.0M PY2022
- American Funds Europacific Growth R Sched. D P $736,382 PY2022
- Massmutual Core Bond Adm Sched. D P $900,732 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
4 events
- Nov 1, 2024Funded status changedEast Cambridge Savings Bank Pension Plan funded ratio 87.5% -> 102.5% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedEast Cambridge Savings Bank Pension Plan plan assets $20M -> $24M (+19.2%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedEast Cambridge Savings Bank Pension Plan total assets $20M -> $24M (+19.2%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Funded status changedEast Cambridge Savings Bank Pension Plan funded ratio 102.6% -> 87.5% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041269550-001
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.