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
The Community Builders Retirement Plan
Corporate pensionBoston, MA
Assets
$21.7M
Total assets, Dec 31, 2023 reported
Funded
75.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: The Community Builders, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.0%
- Corporate debt instruments (other) 23.2%
- U.S. Government securities 2.0%
- Partnership/joint venture interests 16.2%
- Registered investment companies 19.3%
- Common stock 34.5%
- Preferred stock 0.1%
Consultants and advisers
3 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Albion Consulting Group, Inc. Actuarythrough Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Custodianthrough 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
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
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 168 | $20.3M | $29.6M | 75.2% | $21.7M | $3.5M | n/a | n/a |
| 2022 to Dec 31, 2022 | 257 | $29.2M | $31.6M | 88.5% | $20.3M | $3.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney LLC codes 27 50 72 $84,078 PY2023
- Albion Consulting Group, Inc. codes 11 17 50 $32,150 PY2023
- BMO Harris Bank, N.A. codes 19 21 25 28 50 59 $22,486 PY2023
- Albion Consulting Group, Inc. codes 11 PY2023
- Morgan Stanley Smith Barney LLC codes 27 50 72 $111,901 PY2022
- Albion Consulting Group, Inc. codes 11 17 50 $37,775 PY2022
- BMO Harris Bank, N.A. codes 19 21 25 28 50 59 $25,953 PY2022
- Albion Consulting Group, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedThe Community Builders Retirement Plan funded ratio 88.5% -> 75.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Community Builders Retirement Plan plan assets $29M -> $20M (-30.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042324773-001
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.