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
Southwestern Vermont Health Care Corporation Pension Plan
Corporate pensionBennington, VT
Assets
$16
Total assets, Dec 31, 2022 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Southwestern Vermont Health Care Corporation
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
4 firms
- Nepc, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- The Angell Pension Group, Inc. Pension consultantthrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Custodianthrough Dec 31, 2022 Form 5500
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Fiam Group Trustplan years 2022
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
7 readings
Total assets
Net assets
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 340 | n/a | n/a | n/a | $16 | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nepc, LLC codes 17 50 $57,410 PY2022
- Wells Fargo Bank, N.A. codes 15 19 21 25 $31,011 PY2022
- Fidelity Instl Asset Mgmnt Trust Co codes 28 50 $11,619 PY2022
- Principal Trust Company codes 15 19 21 25 $9,686 PY2022
- The Angell Pension Group, Inc. codes 17 50 $6,000 PY2022
- Fiam Global Advisors Trust Sched. D C PY2022
- State Street Long US Trsry Nl Fund Sched. D C PY2022
- State Street Msci Acwi Imi Index Nl Sched. D C PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 030179435-001
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.