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
N••••••• A••••••••• o• G••••••••• E•••••••• a•• O• R••••••••• P•••
Corporate pensionQuincy, MA
Assets
$23.3M
Total assets, Dec 31, 2024 reported
Funded
95.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: N••••••• A••••••••• o• G••••••••• E••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Insurance company general account 49.1%
- Other investments 2.2%
- Pooled separate accounts 38.0%
- Registered investment companies 5.1%
- Common stock 5.2%
Consultants and advisers
2 firms
- T•• A••••• P•••••• G••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- L•• F•••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- L•• F••••••••plan years 2024
- V••• R••••••••• I•• • A••••••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 | V••• R••••••••• I•• • A••••••separate account | V••• Retirement Insurance and A•••••• Company | Pooled vehicles | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | V••• R••••••••• I•• • A••••••separate account | V••• Retirement Insurance and A•••••• Company | Pooled vehicles | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | V••• R••••••••• I•• • A••••••separate account | V••• Retirement Insurance and A•••••• Company | Pooled vehicles | $7.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$3,719 (2023-12) · $4,377 (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 | 266 | $20.6M | $22.2M | 95.4% | $23.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 253 | $18.6M | $20.8M | 97.0% | $20.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 258 | $19.6M | $19.6M | 98.4% | $18.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L•• F•••••••• codes 28 51 $14,114 PY2024
- V••• R••••••••• I•• • A•••••• codes 28 52 $4,300 PY2024
- A••••• Pension Group codes 11 49 PY2024
- V••• R••••••••• I•• • A•••••• Sched. D P $8.9M PY2024
- T•• A••••• P•••••• G••••• I••• codes 11 PY2024
- V••• R••••••••• I•• • A•••••• codes 28 52 $4,175 PY2023
- A••••• Pension Group codes 11 49 PY2023
- V••• R••••••••• I•• • A•••••• Sched. D P $7.6M PY2023
- T•• A••••• P•••••• G••••• I••• codes 11 PY2023
- V••• R••••••••• I•• • A•••••• codes 28 52 $3,925 PY2022
- A••••• Pension Group codes 11 49 PY2022
- V••• R••••••••• I•• • A•••••• Sched. D P $7.9M PY2022
- T•• A••••• P•••••• G••••• I••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedL•• F•••••••• appears on N••••••• A••••••••• o• G••••••••• E•••••••• a•• O• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with L•• F••••••••askebsa.dol.gov
- Dec 31, 2024Assets changedN••••••• A••••••••• o• G••••••••• E•••••••• a•• O• R••••••••• P••• total assets $21M -> $23M (+13.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedN••••••• A••••••••• o• G••••••••• E•••••••• a•• O• R••••••••• P••• plan assets $19M -> $21M (+10.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedN••••••• A••••••••• o• G••••••••• E•••••••• a•• O• R••••••••• P••• total assets $19M -> $21M (+10.6%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042209421-002
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.