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 Employees of the Charles Stark Draper Laboratory, Inc.

Corporate pensionCambridge, MA
Assets
$93.8M
Total assets, Jun 30, 2025 reported
Funded
96.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
33
none on the tape
Plan sponsor: The Charles Stark Draper Laboratory, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Insurance company general account 0.8%
  • Common/collective trusts 99.2%
Consultants and advisers
1 firms
  • Mercer Actuarythrough Jun 30, 2023 Form 5500
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
From Schedule C (investment management, code 28)
Commitments
33 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Real Asset Nl Series - Class acollective trustState Street Global Advisors TrustReal assets$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer US Small/mid Cap Equity Portcollective trustMercer Trust Company, LLCPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer US Large Cap Core Passive Eqcollective trustMercer Trust Company, LLCPublic equity$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust Company, LLCPublic equity$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Emerging Markets Equity Portcollective trustMercer Trust Company, LLCPublic equity$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Long Strips Fixed Incomecollective trustMercer Trust Company, LLCFixed income$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Opportunistic Fixed Incomecollective trustMercer Trust Company, LLCHedge / diversifiers$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Active Long Corporate Fixedcollective trustMercer Trust Company, LLCFixed income$30.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Passive Long Government Fixecollective trustMercer Trust Company, LLCPooled vehicles$14.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mercer Active Intermediate Credit Fcollective trustMercer Trust Company, LLCPrivate credit$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Real Asset Nl Series - Class acollective trustState Street Global Advisors TrustReal assets$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer US Small/mid Cap Equity Portcollective trustMercer Trust Company, LLCPublic equity$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer US Large Cap Core Passive Eqcollective trustMercer Trust Company, LLCPublic equity$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust Company, LLCPublic equity$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Emerging Markets Equity Portcollective trustMercer Trust Company, LLCPublic equity$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Global Low Volatility Equitycollective trustMercer Trust Company, LLCPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Long Strips Fixed Incomecollective trustMercer Trust Company, LLCFixed income$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Opportunistic Fixed Incomecollective trustMercer Trust Company, LLCHedge / diversifiers$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Active Long Corporate Fixedcollective trustMercer Trust Company, LLCFixed income$31.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Passive Long Government Fixecollective trustMercer Trust Company, LLCPooled vehicles$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mercer Active Intermediate Credit Fcollective trustMercer Trust Company, LLCPrivate credit$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Real Asset Nl Series - Class acollective trustState Street Global Advisors TrustReal assets$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer US Small/mid Cap Equity Portcollective trustMercer Trust Company, LLCPublic equity$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer US Large Cap Core Passive Eqcollective trustMercer Trust Company, LLCPublic equity$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust Company, LLCPublic equity$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Emerging Markets Equity Portcollective trustMercer Trust Company, LLCPublic equity$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Global Low Volatility Equitycollective trustMercer Trust Company, LLCPublic equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Long Strips Fixed Incomecollective trustMercer Trust Company, LLCFixed income$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Opportunistic Fixed Incomecollective trustMercer Trust Company, LLCHedge / diversifiers$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Active Long Corporate Fixedcollective trustMercer Trust Company, LLCFixed income$31.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Ultra Long Duration Portfolicollective trustMercer Trust Company, LLCFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Active Intermediate Credit Fcollective trustMercer Trust Company, LLCPrivate credit$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mercer Passive Long Government Fixecollective trustMercer Trust Company, LLCPooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$93.8M Jun 30, 2025 reported Form 5500
$93.4M (2024-06) · $92.9M (2023-06)
Plan assets
$93.3M Jul 1, 2024 reported Form 5500
$92.9M (2023-07) · $93.7M (2022-07)
Net assets
$93.8M Jun 30, 2025 reported Form 5500
$93.4M (2024-06) · $92.9M (2023-06)
Funded ratio
96.8% Jul 1, 2024 reported Form 5500
103.1% (2023-07) · 108.6% (2022-07)
Funding target
$93.1M Jul 1, 2024 reported Form 5500
$93.3M (2023-07) · $89.5M (2022-07)
Discount rate
5.39% Jul 1, 2024 reported Form 5500
5.27% (2023-07) · 5.44% (2022-07)
Participants
689 Jul 1, 2024 reported Form 5500
695 (2023-07) · 705 (2022-07)
Contributions
$0 Jun 30, 2025 reported Form 5500
$3.6M (2024-06) · $3.0M (2023-06)
Benefits paid
$4.9M Jun 30, 2025 reported Form 5500
$4.6M (2024-06) · $4.4M (2023-06)
Net investment income
$413,323 Jun 30, 2025 reported Form 5500
$421,758 (2024-06) · $-774,911 (2023-06)
Investment management fees
$185,567 Jun 30, 2025 reported Form 5500
$278,533 (2024-06) · $241,493 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025689$93.3M$93.1M96.8%$93.8Mn/an/an/a
2023 to Jun 30, 2024695$92.9M$93.3M103.1%$93.4Mn/an/an/a
2022 to Jun 30, 2023705$93.7M$89.5M108.6%$92.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer Investments LLC codes 50 51 52 $185,567 PY2024
  • Tiaa codes 12 38 50 $60,500 PY2024
  • Mercer US Small/mid Cap Equity Port Sched. D C $1.5M PY2024
  • Mercer US Large Cap Core Passive Eq Sched. D C $10.5M PY2024
  • Mercer Non-Us Core Equity Portfolio Sched. D C $5.0M PY2024
  • Mercer Emerging Markets Equity Port Sched. D C $2.0M PY2024
  • Mercer Global Low Volatility Equity Sched. D C PY2024
  • Mercer Long Strips Fixed Income Por Sched. D C $7.5M PY2024
  • Mercer Opportunistic Fixed Income P Sched. D C $6.9M PY2024
  • Mercer Active Long Corporate Fixed Sched. D C $30.3M PY2024
  • Mercer Passive Long Fixed Income Sched. D C $14.7M PY2024
  • Mercer Active Intermediate Credit Sched. D C $11.5M PY2024
  • Real Asset Nl Series - Class A(cmgv Sched. D C $2.9M PY2024
  • Mercer codes 11 PY2024
  • Mercer Investments LLC codes 50 51 52 $278,533 PY2023
  • Tiaa codes 12 38 50 $60,500 PY2023
  • Mercer Ultra Long Duration Portfoli Sched. D C PY2023
  • Real Asset Nl Series - Class A(cmgv Sched. D C $2.6M PY2023
  • Mercer US Small/mid Cap Equity Port Sched. D C $1.6M PY2023
  • Mercer US Large Cap Core Passive Eq Sched. D C $8.0M PY2023
  • Mercer Non-Us Core Equity Portfolio Sched. D C $4.3M PY2023
  • Mercer Emerging Markets Equity Port Sched. D C $1.8M PY2023
  • Mercer Global Low Volatility Equity Sched. D C $1.4M PY2023
  • Mercer Long Strips Fixed Income Por Sched. D C $10.6M PY2023
  • Mercer Opportunistic Fixed Income P Sched. D C $6.6M PY2023
  • Mercer Active Long Corporate Fixed Sched. D C $31.2M PY2023
  • Mercer Passive Long Fixed Income Sched. D C $11.3M PY2023
  • Mercer Active Intermediate Credit Sched. D C $9.5M PY2023
  • Mercer codes 11 PY2023
  • Mercer Investments LLC codes 50 51 52 $187,848 PY2022
  • Tiaa codes 12 38 50 $68,500 PY2022
  • Real Asset Nl Series - Class A(cmgv Sched. D C $2.6M PY2022
  • Mercer US Small/mid Cap Equity Port Sched. D C $2.2M PY2022
  • Mercer US Large Cap Core Passive Eq Sched. D C $7.7M PY2022
  • Mercer Non-Us Core Equity Portfolio Sched. D C $6.0M PY2022
  • Mercer Emerging Markets Equity Port Sched. D C $3.3M PY2022
  • Mercer Global Low Volatility Equity Sched. D C $2.8M PY2022
  • Mercer Opportunistic Fixed Income P Sched. D C $2.7M PY2022
  • Mercer Active Long Corporate Fixed Sched. D C $31.2M PY2022
  • Mercer Ultra Long Duration Portfoli Sched. D C $1.2M PY2022
  • Mercer Active Intermediate Credit Sched. D C $9.5M PY2022
  • Mercer Passive Long Fixed Income Sched. D C $7.0M PY2022
  • Mercer Long Strips Fixed Income Por Sched. D C $13.0M PY2022
  • Mercer codes 11 PY2022
What changed
4 events
  • Jun 30, 2025Holding endedinference
    Retirement Plan for Employees of the Charles Stark Draper Laboratory, Inc. no longer reports Mercer Global Low Volatility Equity (last held $1M at 2024-06-30; absent from the 2025-06-30 filing)
    with Mercer Global Low Volatility Equityaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Retirement Plan for Employees of the Charles Stark Draper Laboratory, Inc. funded ratio 103.1% -> 96.8% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Holding endedinference
    Retirement Plan for Employees of the Charles Stark Draper Laboratory, Inc. no longer reports Mercer Ultra Long Duration Portfoli (last held $1M at 2023-06-30; absent from the 2024-06-30 filing)
    with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Retirement Plan for Employees of the Charles Stark Draper Laboratory, Inc. funded ratio 108.6% -> 103.1% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042505372-002
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.