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
South County Hospital Retirement Plan
Corporate pensionWakefield, RI
Assets
$54.4M
Total assets, Sep 30, 2025 reported
Funded
80.1%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: South County Hospital, Inc.
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.2%
- Corporate debt instruments (other) 0.0%
- Other investments 26.7%
- Registered investment companies 71.0%
Consultants and advisers
3 firms
- Fiduciary Investment Advisors Investment adviser (plan)through Sep 30, 2023 Form 5500
- Citizens Bank Custodianthrough Sep 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Sep 30, 2023 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)
- Income Research & Mgmt. Inc.plan years 2025
- Silchester International Investorplan years 2023
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
33 readings
Investment management fees
$74,592 (2024-09) · $71,526 (2023-09)
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 | 823 | $53.8M | $60.8M | 80.1% | $54.4M | $0 | $0 | $0 |
| 2023 to Sep 30, 2024 | 827 | $47.1M | $63.5M | 80.4% | $53.7M | $0 | $0 | $0 |
| 2022 to Sep 30, 2023 | 833 | $46.2M | $63.0M | 80.0% | $47.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Silchester Intl Investors codes 28 50 51 $51,991 PY2024
- Citizens Bank codes 19 62 $44,369 PY2024
- Income Research + Management codes 28 50 51 $15,675 PY2024
- Fiduciary Investment Advisors, LLC codes 27 50 $7,401 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Citizens Bank codes 19 62 $47,483 PY2023
- The Silchester Intl Investors codes 28 51 $42,489 PY2023
- Fiduciary Investment Advisors, LLC codes 27 50 $29,605 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Citizens Bank codes 19 62 $47,083 PY2022
- The Silchester Intl Investors codes 28 51 $40,673 PY2022
- Fiduciary Investment Advisors, LLC codes 27 50 $30,853 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2024Manager relationship startedIncome Research + Management appears on South County Hospital Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Income Research & Mgmt. Inc.askebsa.dol.gov
- Oct 1, 2024Assets changedSouth County Hospital Retirement Plan plan assets $47M -> $54M (+14.2%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedSouth County Hospital Retirement Plan total assets $47M -> $54M (+14.0%, 2023-09-30 to 2024-09-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 050445136-001
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.