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••••••• P•••• C••••••• I•• D•••••• B•••••• P•••••• P••• a•• T••••

Corporate pensionWest Springfield, MA
Assets
n/a
Total assets, Jan 31, 2024 reported
Funded
79.1%
Mar 15, 2023
Private markets target
n/a
policy Mar 14, 2023
Commitments
0
none on the tape
Plan sponsor: S••••••• P•••• C••••••• I•••
Allocation policy
Form 5500, as of Mar 14, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 0.0%
  • U.S. Government securities 2.6%
  • Registered investment companies 95.4%
Consultants and advisers
2 firms
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
20 readings
Total assets
$0 Jan 31, 2024 reported Form 5500
$19.2M (2023-03)
Plan assets
$19.2M Mar 15, 2023 reported Form 5500
$23.4M (2022-03)
Net assets
$0 Jan 31, 2024 reported Form 5500
$19.2M (2023-03)
Funded ratio
79.1% Mar 15, 2023 reported Form 5500
90.1% (2022-03)
Funding target
$24.2M Mar 15, 2023 reported Form 5500
$26.0M (2022-03)
Discount rate
5.24% Mar 15, 2023 reported Form 5500
5.43% (2022-03)
Participants
229 Mar 15, 2023 reported Form 5500
304 (2022-03)
Contributions
$6.2M Jan 31, 2024 reported Form 5500
$566,883 (2023-03)
Benefits paid
$26.3M Jan 31, 2024 reported Form 5500
$4.2M (2023-03)
Net investment income
$-19.2M Jan 31, 2024 reported Form 5500
$-4.3M (2023-03)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Jan 31, 2024229$19.2M$24.2M79.1%$0n/an/an/a
2022 to Mar 14, 2023304$23.4M$26.0M90.1%$19.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 31, 2024Assets changed
    S••••••• P•••• C••••••• I•• D•••••• B•••••• P•••••• P••• a•• T•••• total assets $19M -> $0 (-100.0%, 2023-03-14 to 2024-01-31)
  • Mar 15, 2023Funded status changed
    S••••••• P•••• C••••••• I•• D•••••• B•••••• P•••••• P••• a•• T•••• funded ratio 90.1% -> 79.1% (2022-03-15 to 2023-03-15)
  • Mar 15, 2023Assets changed
    S••••••• P•••• C••••••• I•• D•••••• B•••••• P•••••• P••• a•• T•••• plan assets $23M -> $19M (-18.2%, 2022-03-15 to 2023-03-15)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042143859-001
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.