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
Pension Plan of Justice Resource Institute, Inc.
Corporate pensionNeedham, MA
Assets
$168M
Total assets, Dec 31, 2024 reported
Funded
108.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Justice Resource Institute, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 5.5%
- U.S. Government securities 0.1%
- Other investments 49.8%
- Registered investment companies 34.0%
Consultants and advisers
1 firms
- Charles Schwab Corporate Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- MG Trust Company DBA Matrix Trustplan years 2022
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
$405,079 (2023-12) · $398,641 (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 | 3,005 | $138M | $126M | 108.5% | $168M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,968 | $117M | $118M | 105.5% | $139M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,908 | $127M | $106M | 109.3% | $117M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Matrix Trust Company codes 28 49 50 $505,361 PY2024
- Charles Schwab Corporate Services codes 11 PY2024
- Matrix Trust Company codes 28 49 50 $427,865 PY2023
- Charles Schwab Corporate Services codes 11 PY2023
- Matrix Trust Company codes 28 49 50 $433,476 PY2022
- Charles Schwab Corporate Services codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedPension Plan of Justice Resource Institute, Inc. total assets $139M -> $168M (+21.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPension Plan of Justice Resource Institute, Inc. funded ratio 105.5% -> 108.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPension Plan of Justice Resource Institute, Inc. plan assets $117M -> $138M (+18.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPension Plan of Justice Resource Institute, Inc. total assets $117M -> $139M (+18.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan of Justice Resource Institute, Inc. funded ratio 109.3% -> 105.5% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042526357-004
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.