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
Gorton's Retirement Plan
Corporate pensionGloucester, MA
Assets
$54.4M
Total assets, Dec 31, 2024 reported
Funded
110.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Gorton's Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- U.S. Government securities 24.7%
- Common/collective trusts 71.1%
- Registered investment companies 4.1%
Consultants and advisers
3 firms
- Agilis Partners LLC ActuaryPension consultantthrough Dec 31, 2024 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
3 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 | $38.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Agilis Long Credit Fundcollective trust | Hand Benefits & Trust Company | Private credit | $41.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Agilis Long Credit Fundcollective trust | Hand Benefits & Trust Company | Private credit | $37.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 233 | $58.6M | $58.6M | 110.1% | $54.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 232 | $59.3M | $60.9M | 107.3% | $58.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 244 | $83.7M | $61.1M | 140.2% | $59.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Agilis Partners LLC codes 11 13 17 $79,286 PY2024
- Empower Annuity Insurance Company codes 13 $78,723 PY2024
- Mamacos, Bysiewicz & Associates LLC codes 10 $6,000 PY2024
- Agilis Long Credit Fund Sched. D C $38.7M PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Empower Annuity Insurance Company codes 13 $76,641 PY2023
- Agilis Partners LLC codes 17 $30,000 PY2023
- Mamacos, Bysiewicz & Associates LLC codes 10 $8,089 PY2023
- Agilis Long Credit Fund Sched. D C $41.0M PY2023
- Agilis codes 11 PY2023
- Great West Life & Annuity Insurance codes 13 $45,668 PY2022
- Agilis Partners LLC codes 17 $40,000 PY2022
- BDO USA LLP codes 10 $12,950 PY2022
- Agilis Long Credit Fund Sched. D C $37.5M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedGorton's Retirement Plan funded ratio 107.3% -> 110.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedGorton's Retirement Plan funded ratio 140.2% -> 107.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGorton's Retirement Plan plan assets $84M -> $59M (-29.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 043575531-002
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.