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
C•••••• G•••••• M••••• I•••••••• C•••••• E•••••••• P•••••• P•••
Corporate pensionBedford, NH
Assets
$106M
Total assets, Dec 31, 2025 reported
Funded
109.1%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: C•••••• G•••••• M••••• I•••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Corporate debt instruments (other) 13.8%
- U.S. Government securities 20.6%
- Registered investment companies 10.0%
- Common stock 53.8%
- Real estate (other than employer real property) 0.6%
Consultants and advisers
6 firms
- T• P•••••• C••••• W••••• L•• Trusteethrough Dec 31, 2025 Form 5500
- H•• I••••••••• G•••• P••••• Actuarythrough Dec 31, 2025 Form 5500
- M••••••••• T•••• C•••••• Custodianthrough Dec 31, 2025 Form 5500
- T• B•••••••• Trusteethrough Dec 31, 2022 Form 5500
- N•• B•••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- E••• R••••••••• P••• S••••••• 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
44 readings
Total assets
$99.4M (2024-12) · $93.2M (2023-12) · $84.6M (2022-12)
Plan assets
$93.2M (2024-01) · $84.6M (2023-01) · $103M (2022-01)
Net assets
$99.4M (2024-12) · $93.2M (2023-12) · $84.6M (2022-12)
Funded ratio
100.3% (2024-01) · 88.8% (2023-01) · 118.7% (2022-01)
Funding target
$79.8M (2024-01) · $79.4M (2023-01) · $73.3M (2022-01)
Discount rate
5.17% (2024-01) · 5.26% (2023-01) · 5.43% (2022-01)
Benefits paid
$5.2M (2024-12) · $4.3M (2023-12) · $4.0M (2022-12)
Net investment income
$6.2M (2024-12) · $8.6M (2023-12) · $-18.8M (2022-12)
Investment management fees
$194,563 (2024-12) · $357,815 (2023-12) · $425,514 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 432 | $99.4M | $79.1M | 109.1% | $106M | n/a | n/a | $630,869 |
| 2024 to Dec 31, 2024 | 439 | $93.2M | $79.8M | 100.3% | $99.4M | n/a | n/a | $534,476 |
| 2023 to Dec 31, 2023 | 453 | $84.6M | $79.4M | 88.8% | $93.2M | n/a | n/a | $845,010 |
| 2022 to Dec 31, 2022 | 457 | $103M | $73.3M | 118.7% | $84.6M | n/a | n/a | $740,897 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T• P•••••• C••••• W••••• L•• codes 21 50 $390,190 PY2025
- H•• I••••••••• G•••• P••••• codes 11 $37,275 PY2025
- Mid Atlantic Trust Co codes 19 $13,219 PY2025
- H•• I••••••••• G•••• P••••• codes 11 PY2025
- T• B•••••••• codes 21 50 $311,725 PY2024
- E••• R••••••••• P••• S••••••• codes 11 50 $10,789 PY2024
- H•• I••••••••• G•••• P••••• codes 11 PY2024
- T• B•••••••• codes 21 50 $375,715 PY2023
- E••• R••••••••• P••• S••••••• codes 11 50 $33,521 PY2023
- E••• R••••••••• P••• S••••••• codes 11 PY2023
- T• B•••••••• codes 21 50 $425,514 PY2022
- E••• R••••••••• P••• S••••••• codes 11 50 $30,366 PY2022
- E••• R••••••••• P••• S••••••• codes 11 PY2022
What changed
6 events
- Jan 1, 2025Funded status changedC•••••• G•••••• M••••• I•••••••• C•••••• E•••••••• P•••••• P••• funded ratio 100.3% -> 109.1% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Funded status changedC•••••• G•••••• M••••• I•••••••• C•••••• E•••••••• P•••••• P••• funded ratio 88.8% -> 100.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedC•••••• G•••••• M••••• I•••••••• C•••••• E•••••••• P•••••• P••• plan assets $85M -> $93M (+10.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedC•••••• G•••••• M••••• I•••••••• C•••••• E•••••••• P•••••• P••• total assets $85M -> $93M (+10.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedC•••••• G•••••• M••••• I•••••••• C•••••• E•••••••• P•••••• P••• funded ratio 118.7% -> 88.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC•••••• G•••••• M••••• I•••••••• C•••••• E•••••••• P•••••• P••• plan assets $103M -> $85M (-18.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 020131910-001
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.