DFX Intelligence

Allocator Intelligence

Defined Benefit Retirement Plan for Dartmouth College Staff

Corporate pension· Hanover, New Hampshire

Corporate pension, based in Hanover, New Hampshire, reporting $102M in assets, for 954 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$102M
Funded ratio
91.3%
Fund commitments
9
Managers
4
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (9)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date
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Nothing material in the last 90 days. Last change: Dec 31, 2024, Defined Benefit Retirement Plan for Dartmouth College Staff first reports an interest in Intermediate Duration Corp Nl Fund: $13M at 2024-12-31.

1 more manager, 14 more commitments and 3 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Capital path

who backs this record, through what, into what; each name opens its own path
Defined Benefit Retirement Plan for Dartmouth College Staff
Funds committed to
All 9
Managers
All 4

Relationship network

19 connected entities17 observed commitments7 repeat counterparties16 dated commitments shown here, 2022 to 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Fund or vehicle
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$102M
Total assets, Dec 31, 2024 reported
Funded
91.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
9
2 managers on Schedule C
Plan sponsor: Trustees of Dartmouth College

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
From the plan’s own commitment disclosures

+1 more manager received commitments

Every name, record and relationship behind this count, with the source on each.

From Schedule C (investment management, code 28)

What changed

8 events
  • Dec 31, 2024Holding started
    Defined Benefit Retirement Plan for Dartmouth College Staff first reports an interest in Intermediate Duration Corp Nl Fund: $13M at 2024-12-31
    with Intermediate Duration Corp Nl Fundaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Defined Benefit Retirement Plan for Dartmouth College Staff first reports an interest in Treasury US 10 Yr Key Rate Duration (Blackrock Institutional Trust): $1M at 2024-12-31
    with Blackrock Institutional Trustaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Defined Benefit Retirement Plan for Dartmouth College Staff first reports an interest in Treasury US 15 Yr Key Rate Duration (Blackrock Institutional Trust): $612,521 at 2024-12-31
    with Blackrock Institutional Trustaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Defined Benefit Retirement Plan for Dartmouth College Staff first reports an interest in Treasury U.S. 5 Year Key Rate Durat: $948,754 at 2024-12-31
    with Treasury U.S. 5 Year Key Rate Durataskebsa.dol.gov
  • Dec 31, 2024Holding started
    Defined Benefit Retirement Plan for Dartmouth College Staff first reports an interest in Long Term Govt Bond Index Fund (Blackrock Insti. Trust Company, N.A): $2M at 2024-12-31
    with Blackrock Insti. Trust Company, N.Aaskebsa.dol.gov

+3 more dated events

Every name, record and relationship behind this count, with the source on each.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

17 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Msci Acwi Equity Index Fdcollective trustBlackrock Institutional Trust Company, N.A.Public equity$24.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Duration Corporate Credit Screcollective trustBlackrock Institutional Trust Company, N.A.Private credit$55.9M heldDisclosed holdingaskebsa.dol.gov

+14 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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$386,648Not disclosedNot disclosed
2023 to Dec 31, 2023998$103M$92.0M86.7%$106M$495,910Not disclosedNot disclosed
2022 to Dec 31, 20221,055$154M$94.4M108.3%$103M$632,297Not disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+27 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: EIN-PN 020222111-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

8 dated events on the change ledger, latest event first
  • Holding in a pooled vehicle started
    2024-12-31source on record
  • Holding in a pooled vehicle started
    2024-12-31source on record
  • Holding in a pooled vehicle started
    2024-12-31source on record

+5 more changes on this record's ledger

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+6 connections on the graph