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
Copyright Clearance Center, Inc. Defined Benefit Plan
Corporate pensionDanvers, MA
Assets
$56.6M
Total assets, Dec 31, 2024 reported
Funded
84.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: Copyright Clearance Center Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 99.7%
Consultants and advisers
2 firms
- FID Mgmt Trust Co Actuarythrough Dec 31, 2022 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2022 Form 5500
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
- Fidelity Institutional Asset Mgmt5 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Mgmtplan years 2023
- Fidelity Institutional Asset Manageplan years 2022
Commitments
5 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 Dec 31, 2024 | Fiam Long Corporate a Or Bettercollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $20.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Grp Trst Core Plus Commingledcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $19.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam 8-10 Year Corporate Bondcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $17.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Pension Journey 20/80 Comm Poocollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $55.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Pension Journey 20/80 Comm Poocollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $50.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$169,413 (2023-12) · $178,827 (2022-12)
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 | 221 | $58.4M | $56.3M | 84.1% | $56.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 223 | $53.2M | $54.4M | 80.0% | $55.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 224 | $69.3M | $50.9M | 105.7% | $50.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inst Asset Mgmt Trust Company codes 28 50 $171,169 PY2024
- FID Mgmt Trust Co codes 11 15 21 25 50 $20,000 PY2024
- Fiam Long Duration Cit Sched. D C $19.0M PY2024
- Fiam 8-10 Year Corporate Bond Commi Sched. D C $17.2M PY2024
- Fiam Long Corporate Commingled Pool Sched. D C $20.2M PY2024
- Fiam Pension Journey 20/80 Comm Poo Sched. D C PY2024
- Fidelity Investments codes 11 PY2024
- FID Inst Asset Mgmt Trust Company codes 28 50 $169,413 PY2023
- FID Mgmt Trust Co codes 11 15 21 25 50 $20,000 PY2023
- Fiam Pension Journey 20/80 Comm Poo Sched. D C $55.7M PY2023
- Fidelity Investments codes 11 PY2023
- FID Inst Asset Mgmt Trust Company codes 28 50 $178,827 PY2022
- FID Mgmt Trust Co codes 11 15 21 25 50 $20,000 PY2022
- Fiam Pension Journey 30/70 Comm Poo Sched. D C PY2022
- Fiam Pension Journey 20/80 Comm Poo Sched. D C $50.1M PY2022
- Fidelity Investments codes 11 PY2022
What changed
8 events
- Dec 31, 2024Holding startedCopyright Clearance Center, Inc. Defined Benefit Plan first reports an interest in Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt): $20M at 2024-12-31with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding startedCopyright Clearance Center, Inc. Defined Benefit Plan first reports an interest in Fiam Grp Trst Core Plus Commingled (Fidelity Institutional Asset Mgmt): $19M at 2024-12-31with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCopyright Clearance Center, Inc. Defined Benefit Plan no longer reports Fiam Pension Journey 20/80 Comm Poo (Fidelity Institutional Asset Mgmt) (last held $56M at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding startedCopyright Clearance Center, Inc. Defined Benefit Plan first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $17M at 2024-12-31with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jan 1, 2024Funded status changedCopyright Clearance Center, Inc. Defined Benefit Plan funded ratio 80.0% -> 84.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedCopyright Clearance Center, Inc. Defined Benefit Plan total assets $50M -> $56M (+11.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCopyright Clearance Center, Inc. Defined Benefit Plan funded ratio 105.7% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCopyright Clearance Center, Inc. Defined Benefit Plan plan assets $69M -> $53M (-23.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132922432-001
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.