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
T•• R••••••••• P••• f•• E•••••••• o• M•••••••• F•••••• S••••••• F•••
Corporate pensionSomerville, MA
Assets
$26.2M
Plan assets, Sep 1, 2024 reported
Funded
125.9%
Sep 1, 2024
Private markets target
n/a
no policy read
Commitments
1
none on the tape
Plan sponsor: M•••••••• F•••••• S••••••• F•••
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
1 firms
- G•••••••• B•••••• S•••••••• I••• Actuarythrough Aug 31, 2025 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
1 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 Aug 31, 2025 | A••••• L••• C••••• F•••collective trust | Hand B••••••s and Trust Company | Private credit | $14.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
5 readings
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 100 | $26.2M | $19.7M | 125.9% | n/a | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A••••• L••• C••••• F••• Sched. D C $14.3M PY2024
- G•••••••• B•••••• S•••••••• I••• codes 11 PY2024
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041618915-001
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.