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
Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.
Corporate pensionBedford, NH
Assets
n/a
Total assets, Dec 31, 2025 reported
Funded
102.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Coca-Cola Beverages Northeast, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 30.0%
- Insurance company general account 0.3%
- Common/collective trusts 48.1%
- Pooled separate accounts 16.5%
Consultants and advisers
5 firms
- Gallagher Fiduciary Advisors Actuarythrough Dec 31, 2025 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2025 Form 5500
- Agilis Partners LLC Actuarythrough Dec 31, 2025 Form 5500
- Prudential Retirement & Annuity Ins Trusteethrough Dec 31, 2024 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 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
- Prudential Retirement & Annuity Ins1 rows, latest Dec 31, 2024
Commitments
2 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 | Agilis Long Credit Fundcollective trust | Hand Benefits & Trust Company | Private credit | $32.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $11.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 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 | 559 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 582 | $68.8M | $67.3M | 102.2% | $66.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Gallagher Benefit Services, Inc. codes 11 15 27 28 50 $301,519 PY2025
- Agilis Partners LLC codes 11 15 27 28 50 $104,174 PY2025
- Principal codes 21 50 64 65 $46,228 PY2025
- Agilis Long Credit Fund Sched. D C PY2025
- Prudential Short-Term Sched. D P PY2025
- Agilis Partners LLC codes 11 15 27 28 50 $493,493 PY2024
- Empower Annuity Insurance Company codes 21 50 64 65 $8,523 PY2024
- PRU Long Corporate Bond Sched. D P PY2024
- Agilis Long Credit Fund Sched. D C $32.1M PY2024
- Pgim Quant Intl Dev Mrkt Indx Sched. D P PY2024
- Pgim Quant Sol US Brd Mkt Idx Sched. D P PY2024
- Prudential Short-Term Sched. D P $11.0M PY2024
- American Century Equity Fd Sched. D P PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
What changed
2 events
- Dec 31, 2025Manager relationship startedGallagher Benefit Services, Inc. appears on Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.'s Schedule C as investment manager (plan year 2025 vs 2024)with Gallagher Fiduciary Advisorsaskebsa.dol.gov
- Dec 31, 2025Assets changedPension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. total assets $67M -> $0 (-100.0%, 2024-12-31 to 2025-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042614952-004
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.