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
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations
Corporate pensionSomerville, MA
Assets
$12B
Total assets, Sep 30, 2025 reported
Funded
95.7%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Mass General Brigham Incorporated
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Actuarythrough Sep 30, 2023 Form 5500
- State Street Bank & Trust Company Trusteethrough Sep 30, 2023 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
30 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 Sep 30, 2025 | 92,406 | $10B | $8.5B | 95.7% | $12B | n/a | $12B | n/a |
| 2023 to Sep 30, 2024 | 92,814 | $9.1B | $8.1B | 104.6% | $10B | n/a | $10B | n/a |
| 2022 to Sep 30, 2023 | 88,299 | $8.6B | $7.3B | 115.1% | $9.1B | n/a | $9.1B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 15 38 50 $2.6M PY2024
- State Street Corporation codes 21 50 $421,753 PY2024
- Willis Towers Watson LLC codes 11 50 $376,666 PY2024
- Conduent codes 15 50 $107,939 PY2024
- Morgan Lewis and Bochius LLP codes 29 50 $45,521 PY2024
- MGB Erisa Master Trust Sched. D M $12B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Alight Solutions LLC codes 15 38 50 $2.6M PY2023
- Willis Towers Watson LLC codes 11 50 $434,428 PY2023
- Pricewaterhousecoopers codes 10 50 $200,000 PY2023
- Conduent codes 15 50 $103,971 PY2023
- State Street Corporation codes 21 50 $93,364 PY2023
- Morgan Lewis and Bochius LLP codes 29 50 $30,240 PY2023
- MGB Erisa Master Trust Sched. D M $10B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Alight Solutions LLC codes 15 38 50 $2.6M PY2022
- Willis Towers Watson LLC codes 11 50 $355,880 PY2022
- State Street Corporation codes 21 50 $233,724 PY2022
- Conduent codes 15 50 $106,032 PY2022
- Partners Hc Master Trust for Erisa Sched. D M $9.1B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Sep 30, 2025Assets changedConsolidated Cash Balance Program of Mass General Brigham and Member Organizations total assets $10.3B -> $11.6B (+12.2%, 2024-09-30 to 2025-09-30)
- Oct 1, 2024Funded status changedConsolidated Cash Balance Program of Mass General Brigham and Member Organizations funded ratio 104.6% -> 95.7% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedConsolidated Cash Balance Program of Mass General Brigham and Member Organizations plan assets $9.1B -> $10.3B (+13.8%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedConsolidated Cash Balance Program of Mass General Brigham and Member Organizations total assets $9.1B -> $10.3B (+13.8%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedConsolidated Cash Balance Program of Mass General Brigham and Member Organizations funded ratio 115.1% -> 104.6% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 043230035-499
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.