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.
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Corporate pension
S••••••••• I••• B••••••••• U••• P•••••• P•••
Corporate pensionMilford, MA
Assets
$6.0M
Total assets, Sep 30, 2025 reported
Funded
99.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
6
none on the tape
Plan sponsor: S••••••••• I•••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.9%
- Common/collective trusts 96.9%
Consultants and advisers
2 firms
- P•••••••• C•••••• S•••••••• Trusteethrough Sep 30, 2024 Form 5500
- P•••••••• F•••••••• G•••• Actuarythrough Sep 30, 2024 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
- W•••• F••••2 rows, latest Sep 30, 2025
Commitments
6 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 Sep 30, 2025 | L•••••••• D••••• S••••••• C•• I•collective trust | W•••• F•••• | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | L•••••••• D••••• S••••••• C•• I•collective trust | P•••••••• Trust Company | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | L•••••••• D••••• S••••••• C•• I•• N•collective trust | P•••••••• Trust Company | Pooled vehicles | $118,170 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | L•••••••• D••••• S••••••• C•• I•collective trust | W•••• F•••• | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | L•••••••• D••••• S••••••• C•• I•collective trust | P•••••••• Trust Company | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | L•••••••• D••••• S••••••• C•• I•• N•collective trust | P•••••••• Trust Company | Pooled vehicles | $117,579 held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 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 | 176 | $6.3M | $5.7M | 99.0% | $6.0M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 174 | $5.6M | $5.9M | 99.4% | $6.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Bank codes 21 50 $112,417 PY2024
- P••••••••/multi-Mgr Lds Cit I Sched. D C $3.7M PY2024
- P••••••••/multi-Mgr Lds Cit II Sched. D C $2.0M PY2024
- P••••••••/multi-Mgr Lds Citiii Sched. D C $118,170 PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Bank codes 21 50 $28,852 PY2023
- P•••••••• Fed Ttl Return Bond Sched. D P PY2023
- P•••••••• Dodge & Cox Intermed Sched. D P PY2023
- P•••••••• Causeway Intl Value Sched. D P PY2023
- P•••••••• Blackrock S&p Midcap Sched. D P PY2023
- P•••••••• Blackrock S&p 500 Sched. D P PY2023
- P•••••••• Blackrock Intl Eq Sched. D P PY2023
- Allspring Core Bond Cit Sched. D P PY2023
- P••••••••/multi-Manager Cit I Sched. D P PY2023
- P••••••••/multi-Manager Cit II Sched. D P PY2023
- P••••••••/multi-Mgr Cit III Sched. D P PY2023
- P••••••••/multi-Mgr Lds Cit I Sched. D C $3.9M PY2023
- P••••••••/multi-Mgr Lds Cit II Sched. D C $2.1M PY2023
- P••••••••/multi-Mgr Lds Citiii Sched. D C $117,579 PY2023
- Acadian Emerging Markets Port Sched. D C PY2023
- Allspring Core Bond Cit Sched. D C PY2023
- P•••••••• Blackrock Intl Eq Sched. D C PY2023
- P•••••••• Blackrock S&p Midcap Sched. D C PY2023
- P•••••••• Blackrock S&p 500 Sched. D C PY2023
- P•••••••• Causeway Intl Value Sched. D C PY2023
- P•••••••• Dodge & Cox Intermed Sched. D C PY2023
- P•••••••• Fed Ttl Return Bond Sched. D C PY2023
- P•••••••• Multi-Manager Sm Cap Sched. D C PY2023
- P•••••••• Mfs Value Cit Sched. D C PY2023
- P•••••••• T. Rowe Inst Lrg C Sched. D C PY2023
- T. Rowe Price Inst Eq Income M Sched. D C PY2023
- Voya Large Cap Growth Cit Sched. D C PY2023
- T. Rowe Price Inst Eq Income M Sched. D P PY2023
- Voya Large Cap Growth Cit Sched. D P PY2023
- P•••••••• T. Rowe Inst Lrg C Sched. D P PY2023
- P•••••••• Multi-Manager Sm Cap Sched. D P PY2023
- P•••••••• Mfs Value Cit Sched. D P PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
What changed
1 events
- Oct 1, 2024Assets changedS••••••••• I••• B••••••••• U••• P•••••• P••• plan assets $6M -> $6M (+12.2%, 2023-10-01 to 2024-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 020258444-004
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.