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

C• • J• C•••• C•••••• P•••••• P•••

Corporate pensionNeedham, MA
Assets
$94.6M
Total assets, Dec 31, 2024 reported
Funded
89.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
25
none on the tape
Plan sponsor: C••••• A•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Partnership/joint venture interests 13.8%
  • Common/collective trusts 86.2%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
Commitments
25 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024W•• L••••• D••••••••• F•••• L••103 12 ieT••••• W••••• I••••••••• S•••••••• IncHedge / diversifiers$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T•• U••• 2•• Y• K•• R••• D•• N• F•collective trustB••••••••Pooled vehicles$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U••• 2• Y••• K•• R••• D•••collective trustB••••••••Fixed income$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U••• 5• Y••• K•• R••• D••••collective trustB•••••••• I••••••••• T•••• CompanyFixed income$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U• 1• Y• K•• R••• D•••••••collective trustB•••••••• I••••••••• T••••Fixed income$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•• G• R••• A•••• F•••collective trustT••••• W••••• I••••••••• S••••••••Real assets$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•• G• L••• C••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Private credit$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•• G• D••••••••• C••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Private credit$16.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U• 1• Y• K•• R••• D•••••••collective trustB•••••••• I••••••••• T••••Fixed income$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S••• I••••••• U••• G••• B••• I•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$374,472 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L•• G••••• C••• I••••••••• N•collective trustL•••• • G•••••• I•• M••• A••••••Infrastructure$27.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• I•• C••••• B••collective trustB•• M•••••Private credit$865,021 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• I•• C••••• B••collective trustB•• M•••••Private credit$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023M••• A••• C••••••••• I••••••••• F••collective trustL•••• • G•••••• I•• M••• A••••••Pooled vehicles$25.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S••• I••••••• U••• G••• B••• I•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$365,254 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• G• D••••••••• C••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Private credit$14.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• G• L••• C••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Private credit$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• G• R••• A•••• F•••collective trustT••••• W••••• I••••••••• S••••••••Real assets$15.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• L••••• D••••••••• F•••• L••collective trustT••••• W••••• I••••••••• S•••••••• Inc.Hedge / diversifiers$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• I•• C••••• B••collective trustB•• M•••••Private credit$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022M••• A••• C••••••••• I••••••••• F••collective trustL•••• • G•••••• I•• M••• A••••••Pooled vehicles$30.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••• I••••••• U••• G••• B••• I•••collective trustS•••• S••••• • R•••••• 2•••Fixed income$349,959 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•• G• D••••••••• C••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Private credit$15.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•• G• L••• C••••• F•••collective trustT••••• W••••• I••••••••• S••••••••Private credit$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•• G• R••• A•••• F•••collective trustT••••• W••••• I••••••••• S••••••••Real assets$23.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$94.6M Dec 31, 2024 reported Form 5500
$100M (2023-12) · $110M (2022-12)
Plan assets
$100M Jan 1, 2024 reported Form 5500
$110M (2023-01) · $157M (2022-01)
Net assets
$94.5M Dec 31, 2024 reported Form 5500
$99.9M (2023-12) · $110M (2022-12)
Funded ratio
89.0% Jan 1, 2024 reported Form 5500
88.8% (2023-01) · 110.2% (2022-01)
Funding target
$114M Jan 1, 2024 reported Form 5500
$125M (2023-01) · $123M (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.44% (2022-01)
Participants
755 Jan 1, 2024 reported Form 5500
1,150 (2023-01) · 1,177 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$101,997 (2023-12) · $0 (2022-12)
Benefits paid
$6.3M Dec 31, 2024 reported Form 5500
$18.3M (2023-12) · $6.7M (2022-12)
Net investment income
$-5.4M Dec 31, 2024 reported Form 5500
$-10.3M (2023-12) · $-46.3M (2022-12)
Investment management fees
$13,100 Dec 31, 2024 reported Form 5500
$394,354 (2023-12) · $257,280 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024755$100M$114M89.0%$94.6M$13.1Mn/an/a
2023 to Dec 31, 20231,150$110M$125M88.8%$100M$0$0$0
2022 to Dec 31, 20221,177$157M$123M110.2%$110Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
14 events
  • Dec 31, 2024Holding started
    C• • J• C•••• C•••••• P•••••• P••• first reports an interest in T••••••• U• 1• Y• K•• R••• D••••••• (B•••••••• I••••••••• T••••): $3M at 2024-12-31
    with B•••••••• I••••••••• T••••askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    C• • J• C•••• C•••••• P•••••• P••• no longer reports M••• A••• C••••••••• I••••••••• F•• (L•••• • G•••••• I•• M••• A••••••) (last held $26M at 2023-12-31; absent from the 2024-12-31 filing)
    with L•••• • G•••••• I•• M••• A••••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    C• • J• C•••• C•••••• P•••••• P••• first reports an interest in T••••••• U• 1• Y• K•• R••• D••••••• (B•••••••• I••••••••• T••••): $3M at 2024-12-31
    with B•••••••• I••••••••• T••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    C• • J• C•••• C•••••• P•••••• P••• first reports an interest in L•• G••••• C••• I••••••••• N• (L•••• • G•••••• I•• M••• A••••••): $28M at 2024-12-31
    with L•••• • G•••••• I•• M••• A••••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    C• • J• C•••• C•••••• P•••••• P••• first reports an interest in T••••••• U••• 2• Y••• K•• R••• D••• (B••••••••): $3M at 2024-12-31
    with B••••••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    C• • J• C•••• C•••••• P•••••• P••• first reports an interest in T•• U••• 2•• Y• K•• R••• D•• N• F• (B••••••••): $6M at 2024-12-31
    with B••••••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    C• • J• C•••• C•••••• P•••••• P••• first reports an interest in T••••••• U••• 5• Y••• K•• R••• D••••: $2M at 2024-12-31
    with T••••••• U••• 5• Y••• K•• R••• D••••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Lgim A••••••,inc no longer appears on C• • J• C•••• C•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with L•••• • G•••••• I•• M••• A••••••askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    W••••• T••••• W••••• U• L•• no longer appears on C• • J• C•••• C•••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with W••••• T••••• W••••• U• L••askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    A••••• P••••••• L•• no longer appears on C• • J• C•••• C•••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)
    with A••••• P••••••• L••askebsa.dol.gov
  • Dec 31, 2023Holding started
    C• • J• C•••• C•••••• P•••••• P••• first reports an interest in W•• L••••• D••••••••• F•••• L••: $7M at 2023-12-31
    with W•• L••••• D••••••••• F•••• L•••askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    A••••• P••••••• L•• appears on C• • J• C•••• C•••••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)
    with A••••• P••••••• L••askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    C• • J• C•••• C•••••• P•••••• P••• funded ratio 110.2% -> 88.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    C• • J• C•••• C•••••• P•••••• P••• plan assets $157M -> $110M (-29.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232051236-001
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.