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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
R••••••• I••• E•••••••• R••••••••• P•••
Corporate pensionWaltham, MA
Assets
$112M
Total assets, Dec 31, 2024 reported
Funded
93.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: R••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Other investments 18.4%
- Master trust investment accounts 81.6%
Consultants and advisers
2 firms
- F••••••• I••••••••• Actuarythrough Dec 31, 2023 Form 5500
- F••••••• I••••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
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 | 4,609 | $202M | $201M | 93.8% | $112M | n/a | $91.8M | n/a |
| 2023 to Dec 31, 2023 | 5,154 | $227M | $231M | 93.2% | $223M | n/a | $202M | n/a |
| 2022 to Dec 31, 2022 | 5,281 | $290M | $231M | 108.1% | $246M | n/a | $217M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inv Inst Ops Co codes 11 50 $456,202 PY2024
- Deloitte & Touche LLP codes 10 50 $185,818 PY2024
- Wilmerhale codes 29 50 $8,088 PY2024
- R••••••• I••• Master Trust Sched. D M $91.8M PY2024
- F••••••• I••••••••• codes 11 PY2024
- FID Inv Inst Ops Co codes 11 50 $725,672 PY2023
- Deloitte & Touche LLP codes 10 50 $86,995 PY2023
- R••••••• I••• Master Trust Sched. D M $202M PY2023
- F••••••• I••••••••• codes 11 PY2023
- Deloitte & Touche LLP codes 10 50 $86,995 PY2022
- P••••••••• I••• Master Trust Sched. D M $217M PY2022
- F••••••• I••••••••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedR••••••• I••• E•••••••• R••••••••• P••• total assets $223M -> $112M (-49.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedR••••••• I••• E•••••••• R••••••••• P••• plan assets $227M -> $202M (-10.8%, 2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedR••••••• I••• E•••••••• R••••••••• P••• funded ratio 108.1% -> 93.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••• I••• E•••••••• R••••••••• P••• plan assets $290M -> $227M (-21.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042052042-002
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.