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 Draper Employees
Corporate pensionCambridge, MA
Assets
$1.3B
Total assets, Dec 31, 2024 reported
Funded
420.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: The Charles Stark Draper Laboratory, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 22.8%
- Other investments 0.1%
- Pooled separate accounts 1.7%
- Registered investment companies 75.1%
Consultants and advisers
2 firms
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
- Tiaa3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan 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 | Tiaa Real Estateseparate account | Tiaa | Real estate | $22.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Tiaa Real Estateseparate account | Tiaa | Real estate | $29.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Tiaa Real Estateseparate account | Tiaa | Real estate | $41.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$120,125 (2023-12) · $98,550 (2022-12)
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 | 4,401 | $39.3M | $8.6M | 420.5% | $1.3B | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,152 | $35.2M | $8.6M | 379.8% | $1.2B | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,899 | $38.0M | $9.3M | 376.5% | $1.0B | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Tiaa codes 15 17 27 28 38 50 52 54 64 66 $333,886 PY2024
- Mercer Investments LLC codes 28 50 52 $96,374 PY2024
- Groom Law Group, Chartered codes 29 50 $59,797 PY2024
- Tiaa Real Estate Sched. D P $22.6M PY2024
- Tiaa-Cref codes 11 PY2024
- Tiaa codes 15 17 27 28 38 50 52 54 64 66 $242,508 PY2023
- Mercer Investments LLC codes 28 50 52 $120,125 PY2023
- Groom Law Group, Chartered codes 29 50 $80,329 PY2023
- Tiaa Real Estate Sched. D P $29.1M PY2023
- Tiaa-Cref codes 11 PY2023
- Mercer Investments LLC codes 28 50 52 $98,550 PY2022
- Groom Law Group, Chartered codes 29 50 $14,435 PY2022
- Tiaa codes 15 17 27 28 38 50 52 54 64 66 $1,064 PY2022
- Tiaa Real Estate Sched. D P $41.7M PY2022
- Tiaa-Cref codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedRetirement Plan for Draper Employees funded ratio 379.8% -> 420.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedRetirement Plan for Draper Employees plan assets $35M -> $39M (+11.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedRetirement Plan for Draper Employees total assets $1.0B -> $1.2B (+14.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Draper Employees funded ratio 376.5% -> 379.8% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042505372-001
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.