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

D•••••• B•••••• R••••••••• P••• f•• D•••••••• C•••••• S••••

Corporate pensionHanover, NH
Assets
$102M
Total assets, Dec 31, 2024 reported
Funded
91.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
17
none on the tape
Plan sponsor: T••••••• o• D•••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.9%
  • Partnership/joint venture interests 0.4%
  • Common/collective trusts 96.7%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
Commitments
17 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024S••••••••• I••••••••• F•••collective trustBGI B•••••••• Money Market FundCash$289,579 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••• D••••••• C•••••••• C••••• S•••collective trustB•••••••• L••• D••••••• C••••••••Private credit$55.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T•• U••• 2•• Y• K•• R••• D•• N• F•collective trustB••••••••Pooled vehicles$688,179 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B•••••••• M••• A••• E••••• I•••• F•collective trustB•••••••• M••• A••• Equity IndPublic equity$24.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U• 1• Y• K•• R••• D•••••••collective trustB•••••••• I••••••••• T••••Fixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••• T••• G••• B••• I•••• F•••collective trustB•••••••• I••••• T•••• C••••••• N••Fixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U••• 5• Y••• K•• R••• D••••collective trustB•••••••• T••••••• US 5 Y••• Key R••• D••••••• FundFixed income$948,754 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••••• U• 1• Y• K•• R••• D•••••••collective trustB•••••••• I••••••••• T••••Fixed income$612,521 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024I••••••••• D••••••• C••• N• F•••collective trustB•••••••• I••••••••• D••••••• CorPooled vehicles$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S••••••••• I••••••••• F•••collective trustBGI B•••••••• Money Market FundCash$3 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L••• D••••••• C•••••••• C••••• S•••collective trustB•••••••• L••• D••••••• C••••••••Private credit$65.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T•• U••• 2•• Y• K•• R••• D•• N• F•collective trustB••••••••Pooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B•••••••• M••• A••• E••••• I•••• F•collective trustB•••••••• M••• A••• Equity IndPublic equity$30.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••••••••• I••••••••• F•••collective trustBGI B•••••••• Money Market FundCash$3 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L••• D••••••• C•••••••• C••••• S•••collective trustB•••••••• L••• D••••••• C••••••••Private credit$62.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T•• U••• 2•• Y• K•• R••• D•• N• F•collective trustB••••••••Pooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B•••••••• M••• A••• E••••• I•••• F•collective trustB•••••••• M••• A••• Equity IndPublic equity$29.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$102M Dec 31, 2024 reported Form 5500
$106M (2023-12) · $103M (2022-12)
Plan assets
$106M Jan 1, 2024 reported Form 5500
$103M (2023-01) · $154M (2022-01)
Net assets
$102M Dec 31, 2024 reported Form 5500
$106M (2023-12) · $103M (2022-12)
Funded ratio
91.3% Jan 1, 2024 reported Form 5500
86.7% (2023-01) · 108.3% (2022-01)
Funding target
$88.8M Jan 1, 2024 reported Form 5500
$92.0M (2023-01) · $94.4M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.42% (2022-01)
Participants
954 Jan 1, 2024 reported Form 5500
998 (2023-01) · 1,055 (2022-01)
Benefits paid
$7.1M Dec 31, 2024 reported Form 5500
$8.8M (2023-12) · $12.5M (2022-12)
Net investment income
$-4.0M Dec 31, 2024 reported Form 5500
$3.4M (2023-12) · $-51.2M (2022-12)
Investment management fees
$212,703 Dec 31, 2024 reported Form 5500
$209,157 (2023-12) · $270,513 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024954$106M$88.8M91.3%$102M$386,648n/an/a
2023 to Dec 31, 2023998$103M$92.0M86.7%$106M$495,910n/an/a
2022 to Dec 31, 20221,055$154M$94.4M108.3%$103M$632,297n/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Holding started
    D•••••• B•••••• R••••••••• P••• f•• D•••••••• C•••••• S•••• first reports an interest in I••••••••• D••••••• C••• N• F•••: $13M at 2024-12-31
    with I••••••••• D••••••• C••• N• F•••askebsa.dol.gov
  • Dec 31, 2024Holding started
    D•••••• B•••••• R••••••••• P••• f•• D•••••••• C•••••• S•••• first reports an interest in T••••••• U• 1• Y• K•• R••• D••••••• (B•••••••• I••••••••• T••••): $1M at 2024-12-31
    with B•••••••• I••••••••• T••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    D•••••• B•••••• R••••••••• P••• f•• D•••••••• C•••••• S•••• first reports an interest in T••••••• U• 1• Y• K•• R••• D••••••• (B•••••••• I••••••••• T••••): $612,521 at 2024-12-31
    with B•••••••• I••••••••• T••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    D•••••• B•••••• R••••••••• P••• f•• D•••••••• C•••••• S•••• first reports an interest in T••••••• U••• 5• Y••• K•• R••• D••••: $948,754 at 2024-12-31
    with T••••••• U••• 5• Y••• K•• R••• D••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    D•••••• B•••••• R••••••••• P••• f•• D•••••••• C•••••• S•••• first reports an interest in L••• T••• G••• B••• I•••• F••• (B•••••••• I••••• T•••• C••••••• N••): $2M at 2024-12-31
    with B•••••••• I••••• T•••• C••••••• N••askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    D•••••• B•••••• R••••••••• P••• f•• D•••••••• C•••••• S•••• funded ratio 86.7% -> 91.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    D•••••• B•••••• R••••••••• P••• f•• D•••••••• C•••••• S•••• funded ratio 108.3% -> 86.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    D•••••• B•••••• R••••••••• P••• f•• D•••••••• C•••••• S•••• plan assets $154M -> $103M (-33.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 020222111-002
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.