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 Institute of Technology Basic Retirement Plan
Corporate pensionCambridge, MA
Assets
$5.9B
Total assets, Dec 31, 2024 reported
Funded
112.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Massachusetts Institute of Technology
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 4.1%
- Corporate debt instruments (other) 0.0%
- U.S. Government securities 9.5%
- Other investments 0.5%
- Partnership/joint venture interests 72.4%
- Common stock 13.0%
Consultants and advisers
5 firms
- Curcio Webb General consultantthrough Dec 31, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Brinker Capital Investments, LLCplan years 2023
- Wellington Managementplan years 2022
- CLS Investment LLCplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 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 | 29,372 | $5.3B | $4.6B | 112.5% | $5.9B | $4.3B | n/a | n/a |
| 2023 to Dec 31, 2023 | 28,573 | $5.2B | $4.4B | 117.8% | $5.4B | $4.0B | n/a | n/a |
| 2022 to Dec 31, 2022 | 28,125 | $6.4B | $3.9B | 129.4% | $5.3B | $4.1B | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson codes 11 49 $2.4M PY2024
- State Street Bank and Trust Company codes 19 $646,806 PY2024
- Kpmg LLP codes 10 $431,752 PY2024
- Hedgeserve Cayman Ltd codes 15 $408,109 PY2024
- Northeast Retirement Services codes 15 $89,592 PY2024
- Pricewaterhousecoopers codes 10 $69,160 PY2024
- Groom Law codes 29 $35,662 PY2024
- K1x codes 15 $31,523 PY2024
- The Bank of New York Mellon codes 19 $20,983 PY2024
- Curcio Webb codes 16 $16,910 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson codes 11 49 $2.5M PY2023
- Wellington Group Holdings LLP codes 28 $822,848 PY2023
- State Street Bank and Trust Company codes 19 $381,328 PY2023
- Brinker Capital Investments codes 28 $282,825 PY2023
- Ernst & Young codes 10 $195,093 PY2023
- Caso Document Management, Inc. codes 49 $112,764 PY2023
- Kpmg LLP codes 10 $70,134 PY2023
- Pricewaterhousecoopers codes 10 $69,034 PY2023
- Groom Law codes 29 $27,294 PY2023
- Hedgeserv Cayman Ltd codes 49 $26,230 PY2023
- Curcio Webb codes 16 $25,113 PY2023
- K1x, Inc codes 15 $14,045 PY2023
- The Bank of New York Mellon codes 19 $11,300 PY2023
- BSR and Co. LLP codes 10 $1,285 PY2023
- Jefferies LLC codes 72 PY2023
- Northeast Retirement Services codes 15 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson codes 11 49 $2.2M PY2022
- State Street Bank codes 19 $660,936 PY2022
- CLS Investment LLC codes 28 $567,059 PY2022
- Wellington Group Holdings LLP codes 28 $504,758 PY2022
- Ernst & Young codes 10 $123,806 PY2022
- Pricewaterhousecoopers codes 10 $69,034 PY2022
- Hedgeserv Cayman Ltd codes 49 $24,629 PY2022
- Groom Law codes 29 $19,590 PY2022
- BSR and Co. LLP codes 10 $15,539 PY2022
- K1x, Inc codes 15 $14,045 PY2022
- The Bank of New York Mellon codes 19 $8,475 PY2022
- Charisma Consulting Cc codes 29 PY2022
- Northeast Retirement Services codes 15 PY2022
- Kpmg LLP codes 10 PY2022
- Crowe LLP codes 15 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
8 events
- Dec 31, 2024Manager relationship endedinferenceWellington Group Holdings LLP no longer appears on Massachusetts Institute of Technology Basic Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBrinker Capital Investments no longer appears on Massachusetts Institute of Technology Basic Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Brinker Capital Investments, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedMassachusetts Institute of Technology Basic Retirement Plan funded ratio 117.8% -> 112.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceCLS Investment LLC no longer appears on Massachusetts Institute of Technology Basic Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with CLS Investment LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCurcio Webb appears on Massachusetts Institute of Technology Basic Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Curcio Webbaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBrinker Capital Investments appears on Massachusetts Institute of Technology Basic Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Brinker Capital Investments, LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedMassachusetts Institute of Technology Basic Retirement Plan funded ratio 129.4% -> 117.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMassachusetts Institute of Technology Basic Retirement Plan plan assets $6.4B -> $5.2B (-19.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042103594-002
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.