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

Data General Corporation Retirement Plan

Corporate pensionHopkinton, MA

Assets

$6.0M

Total assets, Sep 30, 2025 reported

Funded

89.4%

Oct 1, 2023

Private markets target

n/a

policy Sep 30, 2025

Commitments

none on the tape

Plan sponsor: EMC Corporation

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.0%
Common/collective trusts 98.6%

Consultants and advisers

3 firms

North Pier Fiduciary General consultantthrough Sep 30, 2024 Form 5500
Bank of New York Mellon Custodianthrough Sep 30, 2023 Form 5500
Mercer Actuarythrough Sep 30, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

BNY Mellon10 rows, latest Sep 30, 2025
Wellington Fd1 rows, latest Sep 30, 2023
Fidelity Institutional Asset Mgmt1 rows, latest Sep 30, 2023

Commitments

12 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$6.0M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$87.5M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Bnym-M Db Sl Lt Govt Bifcollective trust	BNY Mellon	Pooled vehicles	$57.0M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Bnym Mellon Db Sl Stock Index Fundcollective trust	BNY Mellon	Public equity	$60.0M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Wellington Fd	Pooled vehicles	$47.3M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Fiam Long Corporate a Or Bettercollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$44.8M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	EB Dv Small Cap Stock Index Fundcollective trust	BNY Mellon	Public equity	$15.4M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Bnym-M Db Sl Intl Sifcollective trust	BNY Mellon	Pooled vehicles	$15.8M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Bnym-M Db Sl Lc Growth Sifcollective trust	BNY Mellon	Pooled vehicles	$11.0M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Bnym-M Db Sl Lc Value Sifcollective trust	BNY Mellon	Pooled vehicles	$10.9M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Bnym Mellon Db Sl Emerging Marketscollective trust	BNY Mellon	Public equity	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$3.7M held	Disclosed holding	askebsa.dol.gov

Size and funding

26 readings

Total assets

$6.0M Sep 30, 2025 reported Form 5500

$447M (2024-09) · $409M (2023-09)

Plan assets

$407M Oct 1, 2023 reported Form 5500

$401M (2022-10)

Net assets

$6.0M Sep 30, 2025 reported Form 5500

$447M (2024-09) · $408M (2023-09)

Funded ratio

89.4% Oct 1, 2023 reported Form 5500

90.2% (2022-10)

Funding target

$463M Oct 1, 2023 reported Form 5500

$464M (2022-10)

Discount rate

5.13% Oct 1, 2023 reported Form 5500

5.30% (2022-10)

Participants

4,725 Oct 1, 2024 reported Form 5500

4,780 (2023-10) · 4,865 (2022-10)

Contributions

$0 Sep 30, 2025 reported Form 5500

$0 (2024-09) · $20.0M (2023-09)

Benefits paid

$453M Sep 30, 2025 reported Form 5500

$33.9M (2024-09) · $32.4M (2023-09)

Net investment income

$-441M Sep 30, 2025 reported Form 5500

$38.6M (2024-09) · $7.1M (2023-09)

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 Sep 30, 2025	4,725	n/a	n/a	n/a	$6.0M	n/a	n/a	n/a
2023 to Sep 30, 2024	4,780	$407M	$463M	89.4%	$447M	n/a	n/a	n/a
2022 to Sep 30, 2023	4,865	$401M	$464M	90.2%	$409M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Mercer codes 11 $2.1M PY2024
The Bank of New York Mellon codes 19 21 $907,312 PY2024
North Pier Fiduciary codes 16 $32,500 PY2024
EB Temporary Investment Fund Sched. D C $6.0M PY2024
The Bank of New York Mellon codes 19 21 $893,725 PY2023
Mercer codes 11 $556,994 PY2023
North Pier Fiduciary codes 16 $32,500 PY2023
EB Temporary Investment Fund Sched. D C $87.5M PY2023
Mercer codes 11 PY2023
The Bank of New York Mellon codes 19 21 $921,409 PY2022
Mercer codes 11 $412,266 PY2022
EB Temporary Investment Fund Sched. D C $3.7M PY2022
EB Long Term Government Bond Index Sched. D C $57.0M PY2022
EB Dv Stock Index Fund Sched. D C $60.0M PY2022
CIF II US Inv Grade Corp Long Bond Sched. D C $47.3M PY2022
Fiam Long Corporate a Or Better Fun Sched. D C $44.8M PY2022
EB Dv Small Cap Stock Index Fund Sched. D C $15.4M PY2022
EB Dv International Stock Index Fun Sched. D C $15.8M PY2022
EB Dv Large Cap Growth Stock Index Sched. D C $11.0M PY2022
EB Dv Large Cap Value Stock Index F Sched. D C $10.9M PY2022
EB Dv Emerging Markets Stock Index Sched. D C $4.0M PY2022
Mercer codes 11 PY2022

What changed

11 events

Sep 30, 2025Assets changed
Data General Corporation Retirement Plan total assets $447M -> $6M (-98.6%, 2024-09-30 to 2025-09-30)
askebsa.dol.gov
Sep 30, 2024Holding endedinference
Data General Corporation Retirement Plan no longer reports Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt) (last held $45M at 2023-09-30; absent from the 2024-09-30 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Sep 30, 2024Holding endedinference
Data General Corporation Retirement Plan no longer reports Bnym-M Db Sl Lc Growth Sif (BNY Mellon) (last held $11M at 2023-09-30; absent from the 2024-09-30 filing)
with BNY Mellonaskebsa.dol.gov
Sep 30, 2024Holding endedinference
Data General Corporation Retirement Plan no longer reports Bnym Mellon Db Sl Emerging Markets (BNY Mellon) (last held $4M at 2023-09-30; absent from the 2024-09-30 filing)
with BNY Mellonaskebsa.dol.gov
Sep 30, 2024Holding endedinference
Data General Corporation Retirement Plan no longer reports Wtc-Cif II US Inv Grade Corp Long B (Wellington Fd) (last held $47M at 2023-09-30; absent from the 2024-09-30 filing)
with Wellington Fdaskebsa.dol.gov
Sep 30, 2024Holding endedinference
Data General Corporation Retirement Plan no longer reports Bnym-M Db Sl Lt Govt Bif (BNY Mellon) (last held $57M at 2023-09-30; absent from the 2024-09-30 filing)
with BNY Mellonaskebsa.dol.gov
Sep 30, 2024Holding endedinference
Data General Corporation Retirement Plan no longer reports Bnym-M Db Sl Lc Value Sif (BNY Mellon) (last held $11M at 2023-09-30; absent from the 2024-09-30 filing)
with BNY Mellonaskebsa.dol.gov
Sep 30, 2024Holding endedinference
Data General Corporation Retirement Plan no longer reports EB Dv Small Cap Stock Index Fund (BNY Mellon) (last held $15M at 2023-09-30; absent from the 2024-09-30 filing)
with BNY Mellonaskebsa.dol.gov
Sep 30, 2024Holding endedinference
Data General Corporation Retirement Plan no longer reports Bnym Mellon Db Sl Stock Index Fund (BNY Mellon) (last held $60M at 2023-09-30; absent from the 2024-09-30 filing)
with BNY Mellonaskebsa.dol.gov
Sep 30, 2024Holding endedinference
Data General Corporation Retirement Plan no longer reports Bnym-M Db Sl Intl Sif (BNY Mellon) (last held $16M at 2023-09-30; absent from the 2024-09-30 filing)
with BNY Mellonaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
North Pier Fiduciary appears on Data General Corporation Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)
with North Pier Fiduciaryaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 042680009-003

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.