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
I••••••••• L••••••••• R••••••••• P•••
Corporate pensionBedford, MA
Assets
$14.1M
Total assets, Dec 31, 2024 reported
Funded
103.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: I••••••••• L•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 100.0%
Consultants and advisers
3 firms
- G•••••••• B•••••• S•••••••• I••• Actuarythrough Dec 31, 2024 Form 5500
- B••• o• N•• Y••• M••••• Custodianthrough Dec 31, 2022 Form 5500
- A••••• P••••••• L•• 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
- B•• M•••••15 rows, latest Dec 31, 2024
Commitments
15 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, 2024 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $996,762 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B••• M••••• D• N•• L• C••••• B••collective trust | B•• M••••• | Private credit | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | E• H••• Q••• C••• B••• F•••collective trust | B•• M••••• | Fixed income | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B••••• D• S• I•• G••• B••collective trust | B•• M••••• | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B••••• D• S• L••• T••••••• B••collective trust | B•• M••••• | Pooled vehicles | $538,460 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B••• M••••• D• N•• L• C••••• B••collective trust | B•• M••••• | Private credit | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | E• H••• Q••• C••• B••• F•••collective trust | B•• M••••• | Fixed income | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B••••• D• S• I•• G••• B••collective trust | B•• M••••• | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B••••• D• S• L••• T••••••• B••collective trust | B•• M••••• | Pooled vehicles | $603,030 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B••• M••••• D• N•• L• C••••• B••collective trust | B•• M••••• | Private credit | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | E• H••• Q••• C••• B••• F•••collective trust | B•• M••••• | Fixed income | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B••••• D• S• I•• G••• B••collective trust | B•• M••••• | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B••••• D• S• L••• T••••••• B••collective trust | B•• M••••• | Pooled vehicles | $590,068 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$100,145 (2023-12) · $100,157 (2022-12)
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 | 228 | $15.3M | $13.0M | 103.2% | $14.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 231 | $15.4M | $13.3M | 102.7% | $15.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 232 | $19.8M | $13.1M | 118.5% | $15.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The B••• o• N•• Y••• M••••• codes 19 28 99 $100,125 PY2024
- A••••• P••••••• L•• codes 11 16 $57,300 PY2024
- Ardito, Toscano & Mccollum, PC codes 10 $38,545 PY2024
- B••• Insight Db Nsl Hq Corp. B••• Sched. D C $5.7M PY2024
- E• T•••••••• I••••••••• Fund Sched. D C $996,762 PY2024
- B••• M••••• D• N•• L• C••••• B•• Sched. D C $2.0M PY2024
- B••• M••••• Db Sl Interm. Gov't Bif Sched. D C $4.9M PY2024
- B••• Db Sl L••• T••••••• Index Fund Sched. D C $538,460 PY2024
- G•••••••• B•••••• S•••••••• I••• codes 11 PY2024
- The B••• o• N•• Y••• M••••• codes 19 28 99 $100,145 PY2023
- A••••• P••••••• L•• codes 11 16 $60,500 PY2023
- Ardito, Toscano & Mccollum, PC codes 10 $39,283 PY2023
- B••• M••••• D• N•• L• C••••• B•• Sched. D C $3.7M PY2023
- E• T•••••••• I••••••••• Sched. D C $1.5M PY2023
- B••• M••••• Db Nsl Hq Corp. B••• Sched. D C $4.4M PY2023
- B••• M••••• Db Sl Interm. Gov't Bif Sched. D C $5.0M PY2023
- B••• Db Sl L••• T••••••• Index Fun Sched. D C $603,030 PY2023
- A••••• codes 11 PY2023
- The B••• o• N•• Y••• M••••• codes 19 28 99 $100,157 PY2022
- Ardito, Toscano & Mccollum, PC codes 10 $36,713 PY2022
- A••••• P••••••• L•• codes 11 16 $36,100 PY2022
- E• T•••••••• I••••••••• Sched. D C $1.6M PY2022
- B••• M••••• D• N•• L• C••••• B•• Sched. D C $3.7M PY2022
- B••• M••••• Db Nsl Hq Corp. B••• Sched. D C $4.5M PY2022
- B••• M••••• Db Sl Interm. Gov't Bif Sched. D C $5.1M PY2022
- B••• Db Sl L••• T••••••• Index Fund Sched. D C $590,068 PY2022
- A••••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedI••••••••• L••••••••• R••••••••• P••• funded ratio 118.5% -> 102.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedI••••••••• L••••••••• R••••••••• P••• plan assets $20M -> $15M (-22.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 020448199-001
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.