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
H•••• P•••• C•••••• R••••••••• P••••••
Corporate pensionHolyoke, MA
Assets
$12.0M
Total assets, Dec 31, 2024 reported
Funded
94.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: H•••• P•••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 3.0%
- Registered investment companies 96.3%
Consultants and advisers
3 firms
- U•• A•••••••• I•• Investment adviser (plan)through Dec 31, 2023 Form 5500
- H••••• • H••••••• I•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- P•••••••• F•••••••• G•••• Actuarythrough Dec 31, 2022 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
- P••••••••3 rows, latest Dec 31, 2024
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 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $358,653 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $332,238 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $646,979 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 190 | $11.7M | $12.8M | 94.7% | $12.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 193 | $11.2M | $13.2M | 93.3% | $11.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 195 | $14.3M | $13.2M | 108.7% | $11.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $88,200 PY2024
- U•• A•••••••• I••. codes 27 99 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P $358,653 PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $89,147 PY2023
- U•• A•••••••• I••. codes 27 99 PY2023
- H & H Investment Advisors codes 27 99 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $332,238 PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $223,343 PY2022
- H & H Investment Advisors codes 27 99 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $646,979 PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceH & H Investment Advisors no longer appears on H•••• P•••• C•••••• R••••••••• P••••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with H••••• • H••••••• I••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceU•• A•••••••• I••. appears on H•••• P•••• C•••••• R••••••••• P••••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with U•• A•••••••• I••askebsa.dol.gov
- Jan 1, 2023Funded status changedH•••• P•••• C•••••• R••••••••• P•••••• funded ratio 108.7% -> 93.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedH•••• P•••• C•••••• R••••••••• P•••••• plan assets $14M -> $11M (-22.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041429900-001
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.