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••••• M••••••• H••••••• I•• R••••••••• P•••
Corporate pensionAttleboro, MA
Assets
$410M
Total assets, Dec 31, 2024 reported
Funded
119.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
2 managers on Schedule C
Plan sponsor: S••••• M••••••• H••••••• I••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.2%
- Corporate debt instruments (other) 6.6%
- Corporate debt instruments (preferred) 6.7%
- U.S. Government securities 16.5%
- Other investments 3.4%
- Partnership/joint venture interests 15.4%
- Common/collective trusts 9.5%
- Registered investment companies 40.2%
Consultants and advisers
2 firms
- B••• o• A•••••• Trusteethrough Dec 31, 2024 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
12 managers on Schedule C
From Schedule C (investment management, code 28)
- V••••••• T•••• I••• S•••• I•••• I•plan years 2024
- U•• R••••• I•••••••• L••plan years 2024
- F•••••••• I••••••••• M••••••••• C••plan years 2023
- L••••• G••••• L••••• I•••••••••plan years 2023
- J••••••• D••••••••• M•••• R•plan years 2023
- V••••••• T•••• S•••• M••••• I•• I•plan years 2022
- D•••• • C•• S•••• I•plan years 2022
- W••••••plan years 2022
- I••••• R••••••• • M•••• I•••plan years 2022
- U••plan years 2022
- C••••••• C•••••• H••• I•••••plan years 2022
- V••••••• T•••• B••• M••••• I•••• I•plan years 2022
Commitments
3 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 | M••••••••• G••••• E• U• C•••••collective trust | Northern Trust | Pooled vehicles | $39.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••••••• G••••• E• U• C•••••collective trust | Northern Trust | Pooled vehicles | $37.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••••••• G••••• E• U• C•••••collective trust | Northern Trust | Pooled vehicles | $74.8M held | Disclosed holding | askebsa.dol.gov |
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 | 2,860 | $387M | $248M | 119.2% | $410M | $63.3M | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,779 | $349M | $239M | 132.3% | $387M | $44.4M | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,689 | $437M | $218M | 157.0% | $349M | $17.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• codes 11 14 $228,664 PY2024
- I••••• R••••••• and Management Inve codes 51 $203,648 PY2024
- Prime Buchholz codes 70 $159,392 PY2024
- B••• o• A•••••• Fees codes 21 $94,604 PY2024
- U•• R••••• I•••••••• L•• codes 51 $29,119 PY2024
- V••••••• T•••• S•••• M••••• I•• I• codes 52 PY2024
- D•••• • C•• S•••• I• codes 52 PY2024
- J••••••• D••••••••• M•••• R• codes 52 PY2024
- V••••••• T•••• I••• S•••• I•••• I• codes 52 PY2024
- L••••• G••••• L••••• I••••••••• codes 52 PY2024
- M••••••••• G••••• E• U• C••••• Sched. D C $39.0M PY2024
- M••••• codes 11 PY2024
- I••••• R••••••• & Management codes 51 $124,770 PY2023
- W•••••• Advisors codes 51 $87,942 PY2023
- UBS R••••• Investors codes 51 $55,480 PY2023
- J••••••• D••••••••• M•••• R• codes 52 PY2023
- L••••• G••••• L••••• I••••••••• codes 52 PY2023
- V••••••• T•••• S•••• M••••• Idx 1 codes 52 PY2023
- V••••••• T•••• S•••• M••••• I•••• I codes 52 PY2023
- Federal Hermes Govt Obl Premier codes 52 PY2023
- D•••• & Cox codes 52 PY2023
- V••••••• T•••• B••• M••••• I•••• I• codes 52 PY2023
- M••••••••• G••••• E• U• C••••• Sched. D C $37.3M PY2023
- M••••• codes 11 PY2023
- W•••••• Advisors codes 51 $273,189 PY2022
- I••••• R••••••• & Management codes 51 $142,669 PY2022
- UBS R••••• Investors codes 51 $50,210 PY2022
- C••••••• C•••••• H••• I••••• codes 52 PY2022
- D•••• & Cox codes 52 PY2022
- V••••••• T•••• B••• M••••• I•••• I• codes 52 PY2022
- V••••••• T•••• S•••• M••••• I•••• I codes 52 PY2022
- M••••••••• G••••• E• U• C••••• Sched. D C $74.8M PY2022
- M••••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedS••••• M••••••• H••••••• I•• R••••••••• P••• funded ratio 132.3% -> 119.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedS••••• M••••••• H••••••• I•• R••••••••• P••• plan assets $349M -> $387M (+10.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedS••••• M••••••• H••••••• I•• R••••••••• P••• total assets $349M -> $387M (+10.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedS••••• M••••••• H••••••• I•• R••••••••• P••• funded ratio 157.0% -> 132.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS••••• M••••••• H••••••• I•• R••••••••• P••• plan assets $437M -> $349M (-20.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042768252-001
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.