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
Employees' Retirement Plan of Green Mountain Power Corporation
Corporate pensionCochester, VT
Assets
$149M
Total assets, Dec 31, 2024 reported
Funded
80.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Green Mountain Power Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 38.6%
- U.S. Government securities 12.6%
- Other investments 0.2%
- Partnership/joint venture interests 9.8%
- Registered investment companies 4.8%
- Common stock 27.7%
- Preferred stock 0.0%
Consultants and advisers
5 firms
- Midwest Institutional Trust Company Custodianthrough Dec 31, 2024 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2022 Form 5500
- Towers Watson Delaware Inc Actuarythrough Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
32 readings
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 | 859 | $140M | $169M | 80.8% | $149M | $14.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 878 | $132M | $160M | 81.2% | $145M | $12.3M | n/a | n/a |
| 2022 to Dec 31, 2022 | 947 | $203M | $171M | 111.8% | $137M | $19.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson Delaware Inc codes 11 50 $480,094 PY2024
- Morgan Stanley Smith Barney codes 19 27 33 49 50 71 72 99 $404,342 PY2024
- Midwest Institutional Trust Company codes 19 21 50 62 $71,642 PY2024
- Mcsoley Mccoy & Co codes 10 50 $25,000 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Morgan Stanley Smith Barney codes 19 27 33 49 50 71 72 99 $409,652 PY2023
- Towers Watson Delaware Inc codes 11 50 $234,118 PY2023
- BMO Bank Na codes 19 21 50 62 $70,714 PY2023
- Mcsoley Mccoy & Co codes 10 50 $8,000 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Morgan Stanley Smith Barney codes 19 27 33 49 50 71 72 99 $519,411 PY2022
- Towers Watson Delaware Inc codes 11 50 $242,171 PY2022
- BMO Harris Bank Na codes 19 21 50 62 $77,402 PY2022
- Mcsoley Mccoy & Co codes 10 50 $15,000 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedEmployees' Retirement Plan of Green Mountain Power Corporation funded ratio 111.8% -> 81.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployees' Retirement Plan of Green Mountain Power Corporation plan assets $203M -> $132M (-35.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 030127430-001
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.