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
Massachusetts Medical Society Pension Plan
Corporate pensionWaltham, MA
Assets
$141M
Total assets, Dec 31, 2024 reported
Funded
81.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Massachusetts Medical Society
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Partnership/joint venture interests 3.0%
- Common/collective trusts 10.3%
- Registered investment companies 85.4%
Consultants and advisers
4 firms
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Directed trusteethrough Dec 31, 2022 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC 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
- State Street - Russell 20003 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- First Eagle Investment Managementplan years 2022
- Meketa Investment Group Inc.plan years 2022
- Shenkman Capital Mgmt Incplan years 2022
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 | US Aggregate Bond Index Nl Fundcollective trust | State Street - Russell 2000 | Fixed income | $14.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | US Aggregate Bond Index Nl Fundcollective trust | State Street - Russell 2000 | Fixed income | $14.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | US Aggregate Bond Index Nl Fundcollective trust | State Street - Russell 2000 | Fixed income | $14.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 458 | $146M | $143M | 81.5% | $141M | $4.2M | n/a | n/a |
| 2023 to Dec 31, 2023 | 471 | $144M | $147M | 80.4% | $146M | $5.2M | n/a | n/a |
| 2022 to Dec 31, 2022 | 491 | $184M | $134M | 96.3% | $145M | $15.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Perrin codes 11 $262,490 PY2024
- BMO Harris Bank N.A. codes 25 $48,836 PY2024
- Meketa Investment Group Inc. codes 28 $46,000 PY2024
- First Eagle Investment Management L codes 51 $35,276 PY2024
- State Street Global Advisors Trust codes 18 19 51 56 $10,000 PY2024
- US Aggregate Bond Indx Nl Fund Sched. D C $14.5M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Towers Perrin codes 11 $239,880 PY2023
- Meketa Investment Group Inc. codes 28 $46,000 PY2023
- BMO Harris Bank N.A. codes 25 $43,736 PY2023
- First Eagle Investment Management L codes 51 $39,194 PY2023
- State Street Global Advisors Trust codes 18 19 51 56 $10,000 PY2023
- Shenkman Capital Mgmt Inc codes 28 $4,249 PY2023
- US Aggregate Bond Indx Nl Fund Sched. D C $14.8M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Towers Perrin codes 11 $235,223 PY2022
- First Eagle Investment Management L codes 51 $85,569 PY2022
- Meketa Investment Group Inc. codes 28 $44,833 PY2022
- Shenkman Capital Mgmt Inc codes 28 $44,303 PY2022
- BMO Harris Bank N.A. codes 25 $43,720 PY2022
- State Street Global Advisors Trust codes 18 19 51 56 $10,000 PY2022
- US Aggregate Bond Indx Nl Fund Sched. D C $14.0M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2024Manager relationship endedinferenceShenkman Capital Mgmt Inc no longer appears on Massachusetts Medical Society Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Shenkman Capital Mgmt Incaskebsa.dol.gov
- Jan 1, 2023Funded status changedMassachusetts Medical Society Pension Plan funded ratio 96.3% -> 80.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMassachusetts Medical Society Pension Plan plan assets $184M -> $144M (-21.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042050773-001
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.