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

Boston Medical Center Pension Plan

Corporate pensionBoston, MA
Assets
$158M
Total assets, Jun 30, 2025 reported
Funded
91.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
37
none on the tape
Plan sponsor: Boston Medical Center
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Other investments 1.0%
  • Common/collective trusts 92.0%
  • Registered investment companies 7.0%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
37 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Boyd Watterson Asset Managementcollective trustNorthern Trust Collective Eafe IndePooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Russell 2000 Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025US Aggregate Bond Index Nl Fundcollective trustState Street - Russell 2000Fixed income$30.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Acadian Non-Us Cap Equity Fundcollective trustAcadian Non US All Cop Equity FundPublic equity$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Epoch US All Cap Equitycollective trustSEI Trust CompanyPublic equity$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025GQG Partners Global Equity Fund Citcollective trustReliance Trust CompanyPublic equity$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Hardman Johnston Int'l Equity Groupcollective trustJohnston International EquityPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Loomis Sayles Credit Asset Trustcollective trustLoomis, Sayles & Company, L.P.Private credit$22.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Russell 1000 Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$32.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ftse Rafi US 1000 Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ir&m Long Credit Fund LLCcollective trustIncome Research & Mgmt. Inc.Private credit$32.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Boyd Watterson Asset Managementcollective trustNorthern Trust Collective Eafe IndePooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Russell 2000 Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024US Aggregate Bond Index Nl Fundcollective trustState Street - Russell 2000Fixed income$28.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Acadian Non-Us Cap Equity Fundcollective trustAcadian Non US All Cop Equity FundPublic equity$878,492 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Epoch US All Cap Equitycollective trustSEI Trust CompanyPublic equity$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024GQG Partners Global Equity Fund Citcollective trustReliance Trust CompanyPublic equity$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Hardman Johnston Int'l Equity Groupcollective trustJohnston International EquityPublic equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Loomis Sayles Credit Asset Trustcollective trustLoomis, Sayles & Company, L.P.Private credit$21.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Russell 1000 Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ssga US Long Gvt Bd Idx Lend Icollective trustState Street Global Advisors TrustPooled vehicles$63.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ftse Rafi US 1000 Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Epoch US All Cap Equitycollective trustSEI Trust CompanyPublic equity$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Acadian Non-Us Cap Equity Fundcollective trustAcadian Non US All Cop Equity FundPublic equity$707,446 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Loomis Sayles Credit Asset Trustcollective trustLoomis, Sayles & Company, L.P.Private credit$19.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Invesco Global Targeted Returns Trcollective trustInvesco Trust CompanyPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Russell 1000 Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ssga US Long Gvt Bd Idx Lend Icollective trustState Street Global Advisors TrustPooled vehicles$64.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Hardman Johnston Int'l Equity Groupcollective trustJohnston International EquityPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023GQG Partners Global Equity Fund Citcollective trustReliance Trust CompanyPublic equity$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023US Aggregate Bond Index Nl Fundcollective trustState Street - Russell 2000Fixed income$22.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Russell 2000 Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Boyd Watterson Asset Managementcollective trustNorthern Trust Collective Eafe IndePooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$158M Jun 30, 2025 reported Form 5500
$159M (2024-06) · $162M (2023-06)
Plan assets
$159M Jul 1, 2024 reported Form 5500
$162M (2023-07) · $169M (2022-07)
Net assets
$158M Jun 30, 2025 reported Form 5500
$159M (2024-06) · $162M (2023-06)
Funded ratio
91.0% Jul 1, 2024 reported Form 5500
97.8% (2023-07) · 105.3% (2022-07)
Funding target
$149M Jul 1, 2024 reported Form 5500
$153M (2023-07) · $150M (2022-07)
Discount rate
5.20% Jul 1, 2024 reported Form 5500
5.16% (2023-07) · 5.34% (2022-07)
Participants
727 Jul 1, 2024 reported Form 5500
738 (2023-07) · 755 (2022-07)
Contributions
$0 Jun 30, 2025 reported Form 5500
$0 (2024-06) · $0 (2023-06)
Benefits paid
$9.9M Jun 30, 2025 reported Form 5500
$9.6M (2024-06) · $9.3M (2023-06)
Net investment income
$-763,506 Jun 30, 2025 reported Form 5500
$-3.1M (2024-06) · $-6.1M (2023-06)
Investment management fees
$219,685 Jun 30, 2025 reported Form 5500
$136,474 (2024-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025727$159M$149M91.0%$158Mn/an/an/a
2023 to Jun 30, 2024738$162M$153M97.8%$159Mn/an/an/a
2022 to Jun 30, 2023755$169M$150M105.3%$162Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Nepc LLC codes 27 $92,636 PY2024
  • Loomis Sayles codes 21 $70,644 PY2024
  • USI Consulting Group codes 11 $56,207 PY2024
  • Rhumbline codes 49 $22,714 PY2024
  • State Street Research & Management codes 28 $16,153 PY2024
  • Hardman Johnston Global Advisors codes 27 $11,261 PY2024
  • Epoch US All Cap Equity Sched. D C $2.2M PY2024
  • Hardman Johnston Inter Equity Sched. D C $1.2M PY2024
  • Loomis Sayles Credit Asset Trust Sched. D C $22.9M PY2024
  • Ssga Russell 1000-Index Sched. D C $5.4M PY2024
  • Long US Treasury Index Nl Sched. D C $32.2M PY2024
  • Ftse Rafi US 1000 Index Sched. D C $1.8M PY2024
  • Ir&m Long Credit Fund LLC Sched. D C $32.3M PY2024
  • Ssga Long US Gov Credit Bd Index Sched. D C PY2024
  • GQG Partners Global Equity Sched. D C $4.5M PY2024
  • NT Collective Short-Term Inves Fund Sched. D C $2.2M PY2024
  • Ssga 20 Plus Years US Treas Strip Sched. D C $3.8M PY2024
  • Ssga Russell 2000 Index Sched. D C $2.1M PY2024
  • Ssga US Aggregate Bond Index Sched. D C $30.0M PY2024
  • Acadian Non-Us Cap Equity Fund Sched. D C $1.0M PY2024
  • USI Consulting Group codes 11 PY2024
  • Schwab Retirement Plan Services Inc codes 15 21 $67,200 PY2023
  • Nepc LLC codes 27 $55,122 PY2023
  • Loomis Sayles codes 21 $33,165 PY2023
  • Loomis Sayles Trust Company, LLC codes 28 $32,567 PY2023
  • Daniel Dennis & Company LLP codes 10 $29,623 PY2023
  • Rhumbline codes 49 $26,748 PY2023
  • USI Consulting Group, Inc. codes 11 $25,500 PY2023
  • State Street Research & Management codes 28 $16,489 PY2023
  • Hardman Johnston Global Advisors codes 27 $12,868 PY2023
  • The Northern Trust Company codes 21 $12,255 PY2023
  • Ssga 20 Plus Years US Treas Strip Sched. D C $2.5M PY2023
  • Ssga Russell 2000 Index Sched. D C $2.3M PY2023
  • Ssga US Aggregate Bond Index Sched. D C $28.3M PY2023
  • Acadian Non-Us Cap Equity Fund Sched. D C $878,492 PY2023
  • Epoch US All Cap Equity Sched. D C $2.1M PY2023
  • GQG Partners Global Equity Sched. D C $5.5M PY2023
  • Hardman Johnston Inter Equity Sched. D C $1.9M PY2023
  • Loomis Sayles Credit Asset Trust Sched. D C $21.2M PY2023
  • Ssga Russell 1000-Index Sched. D C $5.8M PY2023
  • Ssga Long US Gov Credit Bd Index Sched. D C $63.4M PY2023
  • Ftse Rafi US 1000 Index Sched. D C $2.5M PY2023
  • Invesco Gl Targeted Rtns Trust Cl C Sched. D C PY2023
  • NT Collective Short-Term Inves Fund Sched. D C $2.9M PY2023
  • USI Consulting Group codes 11 PY2023
  • Loomis Sayles Trust Company, LLC codes 28 $39,597 PY2022
  • Loomis Sayles codes 21 $39,494 PY2022
  • Rhumbline codes 49 $27,327 PY2022
  • State Street Research & Management codes 28 $16,477 PY2022
  • Investco Capital Management codes 28 $14,078 PY2022
  • Hardman Johnston Global Advisors codes 27 $11,733 PY2022
  • NT Collective Short-Term Inves Fund Sched. D C $5.4M PY2022
  • Loomis Sayles Credit Asset Trust Sched. D C $19.7M PY2022
  • Invesco Gl Targeted Rtns Trust Cl C Sched. D C $1.3M PY2022
  • Epoch US All Cap Equity Sched. D C $6.8M PY2022
  • Acadian Non-Us Cap Equity Fund Sched. D C $707,446 PY2022
  • Ssga Russell 1000-Index Sched. D C $6.2M PY2022
  • Ssga Long US Gov Credit Bd Index Sched. D C $64.4M PY2022
  • Hardman Johnston Inter Equity Sched. D C $1.7M PY2022
  • GQG Partners Global Equity Sched. D C $6.3M PY2022
  • Ssga US Aggregate Bond Index Sched. D C $22.2M PY2022
  • Ssga 20 Plus Years US Treas Strips Sched. D C $2.9M PY2022
  • Ssga Russell 2000 Index Sched. D C $2.1M PY2022
  • USI Consulting Group codes 11 PY2022
What changed
10 events
  • Jun 30, 2025Holding started
    Boston Medical Center Pension Plan first reports an interest in Ssga Long US Treasury Index Nl Fund (State Street - Russell 2000): $32M at 2025-06-30
    with State Street - Russell 2000askebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    Boston Medical Center Pension Plan no longer reports Ssga US Long Gvt Bd Idx Lend I (State Street Global Advisors Trust) (last held $63M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding started
    Boston Medical Center Pension Plan first reports an interest in Ir&m Long Credit Fund LLC (Income Research & Mgmt. Inc.): $32M at 2025-06-30
    with Income Research & Mgmt. Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Loomis Sayles Trust Company, LLC no longer appears on Boston Medical Center Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Boston Medical Center Pension Plan funded ratio 97.8% -> 91.0% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Holding endedinference
    Boston Medical Center Pension Plan no longer reports Invesco Global Targeted Returns Tr (Invesco Trust Company) (last held $1M at 2023-06-30; absent from the 2024-06-30 filing)
    with Invesco Trust Companyaskebsa.dol.gov
  • Jun 30, 2024Holding started
    Boston Medical Center Pension Plan first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $3M at 2024-06-30
    with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Nepc LLC appears on Boston Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Nepc, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Investco Capital Management no longer appears on Boston Medical Center Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Invesco Advisers, Inc.askebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Boston Medical Center Pension Plan funded ratio 105.3% -> 97.8% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 043314093-001
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.