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 Society for the Prevention of Cruelty to Animals Employees' Retirement Plan
Corporate pensionBoston, MA
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
94.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: Massachusetts Society for the Prevention of Cruelty to Animals
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Other investments 28.8%
- Pooled separate accounts 2.0%
- Registered investment companies 68.6%
Consultants and advisers
2 firms
- Kestra Advisory Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Angell Pension Group, Inc. 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
- Principal1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Massachusetts Mutual Life Insurance Companyplan years 2022
- Victoryplan years 2022
- Vanguard Total Stock Market Idx Iplan years 2022
- Capital Research and Management Complan years 2022
- Invescoplan years 2022
- T Rowe Priceplan years 2022
Commitments
1 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, 2022 | Prin Govt & Hq Bond Sa-R6separate account | Principal | Fixed income | $923,749 held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 469 | $46.4M | $47.3M | 94.3% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 473 | $58.7M | $46.7M | 121.1% | $46.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Angell Pension Group, Inc. codes 11 13 49 50 99 $236,853 PY2023
- Principal Life Insurance Company codes 13 50 64 $119,154 PY2023
- Caron & Bletzer, PLLC codes 10 50 $14,400 PY2023
- Prin Govt & Hg Bond Sa-Z Sched. D P PY2023
- The Angell Pension Group, Inc. codes 11 PY2023
- Great West Life & Annuity Insurance codes 13 $98,295 PY2022
- Principal Life Insurance Company codes 13 50 64 $50,786 PY2022
- Kestra Advisory Services, LLC codes 27 99 $31,934 PY2022
- The Angell Pension Group, Inc. codes 11 13 50 $23,092 PY2022
- Invesco codes 52 PY2022
- Mspca codes 10 PY2022
- David R. Gluck P.C. codes 10 PY2022
- Massmutual Life Insurance Company codes 52 60 62 63 68 72 PY2022
- Victory codes 52 PY2022
- Vanguard codes 52 PY2022
- American Funds codes 52 PY2022
- T. Rowe Price codes 52 PY2022
- New World (amf) Sched. D P PY2022
- Sagic Diversified Bond II Sched. D P PY2022
- Amer Funds Europacific Growth Fd Sched. D P PY2022
- MM Premier High Yield Fd-Z Sched. D P PY2022
- Vanguard 500 Index Admin Sched. D P PY2022
- Sycamore Est Value (victory) Sched. D P PY2022
- SR Floating Rate (ofi) Sched. D P PY2022
- Blue Chip Growth (trp) Sched. D P PY2022
- Prin Govt & Hg Bond Sa-Z Sched. D P $923,749 PY2022
- Select Mid-Cap Gr-Ii Sched. D P PY2022
- The Angell Pension Group, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2023Consultant changedinferenceKestra Advisory Services, LLC no longer appears on Massachusetts Society for the Prevention of Cruelty to Animals Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Kestra Advisory Servicesaskebsa.dol.gov
- Dec 31, 2023Assets changedMassachusetts Society for the Prevention of Cruelty to Animals Employees' Retirement Plan total assets $47M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedMassachusetts Society for the Prevention of Cruelty to Animals Employees' Retirement Plan funded ratio 121.1% -> 94.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMassachusetts Society for the Prevention of Cruelty to Animals Employees' Retirement Plan plan assets $59M -> $46M (-21.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042103597-001
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.