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
Retirement Plan for Employees of Concord Hospital
Corporate pensionConcord, NH
Assets
$413M
Total assets, Dec 31, 2024 reported
Funded
91.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Concord Hospital, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.5%
- Partnership/joint venture interests 23.2%
- 103-12 investment entities 8.8%
- Common/collective trusts 2.3%
- Registered investment companies 62.3%
Consultants and advisers
6 firms
- Prime Buchholz LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2023 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- The Vanguard Group Trusteethrough 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
4 managers on the commitment tape
From the plan’s own commitment disclosures
- Marathon-London International Inves2 rows, latest Dec 31, 2024
- Silchester International Investor2 rows, latest Dec 31, 2024
- Cape Ann Asset Management1 rows, latest Dec 31, 2024
- Brandywine Global Investment Mgmt.1 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Silchester International Investorplan years 2023
- Marathon Londonplan years 2022
- Brandywineplan years 2022
- Highclere International Investorsplan years 2022
- Silchester Tobacco Freeplan years 2022
- Wellington Trust Companyplan years 2022
- Cape Ann Asset Managementplan years 2022
Commitments
9 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 Dec 31, 2024 | Marathon-London Inter Invt Trust 1103 12 ie | Marathon-London International Inves | Pooled vehicles | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | The Highclere International Investo103 12 ie | Highclere International Investors | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $18.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Cape Ann Global Developing Marketscollective trust | Cape Ann Asset Management | Pooled vehicles | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wellington Trust Co Ctf Emerging Macollective trust | Wellington Trust Company, Na | Pooled vehicles | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Marathon-London Inter Invt Trust 1103 12 ie | Marathon-London International Inves | Pooled vehicles | $12.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | The Highclere International Investo103 12 ie | Highclere International Investors | Pooled vehicles | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $23.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Brandywine Global Investment Manage103 12 ie | Brandywine Global Investment Mgmt. | Pooled vehicles | $7.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$572,180 (2023-12) · $401,759 (2022-12)
Form 5500 filings
4 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 | 6,353 | $379M | $350M | 91.9% | $413M | $95.8M | n/a | n/a |
| 2023 to Dec 31, 2023 | 6,176 | $343M | $333M | 97.0% | $380M | $75.1M | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,109 | $336M | $257M | 101.2% | $0 | $0 | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,864 | $71.5M | $57.2M | 118.1% | $343M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Silchester International Investor I codes 28 51 $233,974 PY2024
- Cape Ann Global codes 28 51 $121,831 PY2024
- Marathon-London codes 28 51 $90,769 PY2024
- Northern Trust Company codes 19 21 50 $75,645 PY2024
- Highclere International Investors L codes 28 51 $52,678 PY2024
- Wellington Trust Company codes 28 51 $39,900 PY2024
- Brandywine codes 28 51 $12,783 PY2024
- Highclere Intl Inv Smaller Co Fd Sched. D E $5.1M PY2024
- Silchester Intl Inv Intl Val Equity Sched. D E $18.4M PY2024
- Brandywine Global Inv Mgmt Trust Sched. D E PY2024
- Cape Ann Global Developing Markets Sched. D C $9.7M PY2024
- Marathon-London Intl Inv Trust I Sched. D E $12.9M PY2024
- Wtc-Ctf Emerging Markets Local Eq Sched. D C PY2024
- Fidelity Investments codes 11 PY2024
- Silchester International Investor I codes 28 51 $209,894 PY2023
- Cape Ann Global codes 28 51 $106,780 PY2023
- Wellington Trust Company codes 28 51 $89,604 PY2023
- Marathon-London codes 28 51 $79,415 PY2023
- Highclere International Investors L codes 28 51 $55,492 PY2023
- Northern Trust Company codes 19 21 50 $43,016 PY2023
- Brandywine codes 28 51 $30,944 PY2023
- Silchester Intl Inv Intl Val Equity Sched. D E $23.2M PY2023
- Wtc-Ctf Emerging Markets Local Eq Sched. D C $9.5M PY2023
- Marathon-London Intl Inv Trust I Sched. D E $12.3M PY2023
- Highclere Intl Inv Smaller Co Fd Sched. D E $5.2M PY2023
- Brandywine Global Inv Mgmt Trust Sched. D E $7.3M PY2023
- Fidelity Investments codes 11 PY2023
- Willis Towers Watson codes 11 50 $374,734 PY2022
- Milliman codes 11 50 $342,071 PY2022
- Silchester International Investors codes 28 50 $210,226 PY2022
- Cape Ann Global codes 28 50 $102,074 PY2022
- Wellington Trust Company codes 28 50 $96,966 PY2022
- Marathon London codes 28 50 $96,773 PY2022
- Vanguard codes 21 50 $75,484 PY2022
- Prime Buchholz & Associates codes 27 50 $75,139 PY2022
- Highclere International Inv Ltd codes 28 50 $58,169 PY2022
- The Northern Trust codes 19 50 $51,677 PY2022
- Brandywine Global codes 28 50 $42,991 PY2022
- Baker Newman and Noyes LLC codes 10 50 $11,000 PY2022
- Silchester Intl Tobacco Free Val Eq Sched. D C PY2022
- Brandywine Global Opp Fixed Income Sched. D E PY2022
- Highclere Intl Invstr Smaller Co Fd Sched. D E PY2022
- Marathon-London Intl Invest Tr I Fd Sched. D E PY2022
- Willis Towers Watson US LLC codes 11 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
11 events
- Dec 31, 2024Holding endedinferenceRetirement Plan for Employees of Concord Hospital no longer reports Brandywine Global Investment Manage (Brandywine Global Investment Mgmt.) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with Brandywine Global Investment Mgmt.askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Plan for Employees of Concord Hospital no longer reports Wellington Trust Co Ctf Emerging Ma (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)with Wellington Trust Co Ctf Emerging Maaskebsa.dol.gov
- Dec 31, 2024Holding startedRetirement Plan for Employees of Concord Hospital first reports an interest in Cape Ann Global Developing Markets (Cape Ann Asset Management): $10M at 2024-12-31with Cape Ann Asset Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Plan for Employees of Concord Hospital funded ratio 97.0% -> 91.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedRetirement Plan for Employees of Concord Hospital plan assets $343M -> $379M (+10.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferencePrime Buchholz & Associates no longer appears on Retirement Plan for Employees of Concord Hospital's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Prime Buchholz LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceSilchester International Investors no longer appears on Retirement Plan for Employees of Concord Hospital's Schedule C as investment manager (plan year 2023 vs 2022)with Silchester Tobacco Freeaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSilchester International Investor I appears on Retirement Plan for Employees of Concord Hospital's Schedule C as investment manager (plan year 2023 vs 2022)with Silchester International Investoraskebsa.dol.gov
- Dec 31, 2023Assets changedRetirement Plan for Employees of Concord Hospital total assets $343M -> $380M (+10.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Concord Hospital funded ratio 118.1% -> 97.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Concord Hospital plan assets $72M -> $343M (+380.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222594672-001
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.