Data General Corporation Retirement Plan

Corporate pension· Hopkinton, Massachusetts

Corporate pension, based in Hopkinton, Massachusetts, reporting $6.0M in assets, for 4,725 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$6.0M
Funded ratio
89.4%
Fund commitments
10
Managers
3
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Sep 2025, Data General Corporation Retirement Plan total assets $447M -> $6M (-98.6%, 2024-09-30 to 2025-09-30).

9 more commitments and 6 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Capital path

who backs this record, through what, into what; each name opens its own path
Data General Corporation Retirement Plan
Funds committed to
All 10
Managers

Relationship network

27 connected entities12 observed commitments2 repeat counterpartiescommitments 2023 to 2025

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$6.0M
Total assets, Sep 30, 2025 reported
Funded
89.4%
Oct 1, 2023
Private markets target
no policy read
policy Sep 30, 2025
Commitments
10
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

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

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)
  • 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 Trust Company, Naaskebsa.dol.gov

+6 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

Commitments

12 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025EB Temporary Investmentcollective trustBNY MellonPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$87.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023EB Dv Small Cap Stock Index Fundcollective trustBNY MellonPublic equity$15.4M heldDisclosed holdingaskebsa.dol.gov

+9 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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 yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20254,725Not disclosedNot disclosedn/a$6.0MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 20244,780$407M$463M89.4%$447MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 20234,865$401M$464M90.2%$409MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+19 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 042680009-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

Data General Corporation Retirement Plan sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

11 dated events on the change ledger, latest event first
  • Total assets changed
    2025-09-30source on record
  • Holding in a pooled vehicle ended
    2024-09-30source on record
  • Holding in a pooled vehicle ended
    2024-09-30source on record

+8 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+4 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.