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

John Hancock Pension Plan

Corporate pensionBoston, MA
Assets
$1.9B
Total assets, Dec 31, 2024 reported
Funded
133.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
17
none on the tape
Plan sponsor: The Manufacturers Investment Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.2%
  • Insurance company general account 2.4%
  • Other investments 62.8%
  • Partnership/joint venture interests 8.2%
  • Common/collective trusts 22.3%
  • Registered investment companies 1.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
17 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$306M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Morgan Stanley International Valuecollective trustMorgan Stanley Investment ManagemenPooled vehicles$26.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$14.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wellington Large Cap Growthcollective trustWellington FdPublic equity$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wellington Small Cap Growth Fundcollective trustWellington Trust Company, NaPublic equity$23.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Manulife Asset Mgmt Global Focuscollective trustManulife Asset Mgmt Tst Co LLCPooled vehicles$39.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$292M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Morgan Stanley International Valuecollective trustMorgan Stanley Investment ManagemenPooled vehicles$30.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$13.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wellington Large Cap Growthcollective trustWellington FdPublic equity$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Manulife Asset Mgmt Global Focuscollective trustManulife Asset Mgmt Tst Co LLCPooled vehicles$45.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$269M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Morgan Stanley International Valuecollective trustMorgan Stanley Investment ManagemenPooled vehicles$30.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wellington Large Cap Growthcollective trustWellington FdPublic equity$14.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wellington Small Cap Growth Fundcollective trustWellington Trust Company, NaPublic equity$21.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Manulife Asset Mgmt Global Focuscollective trustManulife Asset Mgmt Tst Co LLCPooled vehicles$44.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$1.9B Dec 31, 2024 reported Form 5500
$2.0B (2023-12) · $2.0B (2022-12)
Plan assets
$1.9B Jan 1, 2024 reported Form 5500
$1.9B (2023-01) · $2.4B (2022-01)
Net assets
$1.9B Dec 31, 2024 reported Form 5500
$2.0B (2023-12) · $2.0B (2022-12)
Funded ratio
133.7% Jan 1, 2024 reported Form 5500
134.6% (2023-01) · 154.6% (2022-01)
Funding target
$1.5B Jan 1, 2024 reported Form 5500
$1.5B (2023-01) · $1.5B (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.18% (2023-01) · 5.34% (2022-01)
Participants
22,463 Jan 1, 2024 reported Form 5500
23,020 (2023-01) · 23,299 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$138M Dec 31, 2024 reported Form 5500
$136M (2023-12) · $134M (2022-12)
Net investment income
$-95.2M Dec 31, 2024 reported Form 5500
$15.5M (2023-12) · $-518M (2022-12)
Investment management fees
$519,458 Dec 31, 2024 reported Form 5500
$125,029 (2023-12) · $123,667 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202422,463$1.9B$1.5B133.7%$1.9B$156Mn/an/a
2023 to Dec 31, 202323,020$1.9B$1.5B134.6%$2.0B$164Mn/an/a
2022 to Dec 31, 202223,299$2.4B$1.5B154.6%$2.0B$182Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Alight Solutions LLC codes 14 15 17 50 99 $1.5M PY2024
  • State Street Bank codes 28 50 $519,458 PY2024
  • Ernst & Young LLP codes 10 50 $99,168 PY2024
  • Ssga Eafe Index Sched. D C $14.4M PY2024
  • Wellington Small Cap Growth Fund Sched. D C $23.4M PY2024
  • Manulife Asset Mgmt Global Focus Sched. D C $39.9M PY2024
  • Wellington Large Cap Growth Sched. D C $13.0M PY2024
  • Wellington Int. Corporate Bond Sched. D C $306M PY2024
  • Morgan Stanley International Value Sched. D C $26.0M PY2024
  • AON Consulting, Inc. codes 11 PY2024
  • Alight Solutions LLC codes 11 14 15 17 50 $1.8M PY2023
  • State Street Bank codes 28 50 $125,029 PY2023
  • Ernst & Young LLP codes 10 50 $112,986 PY2023
  • Morgan Stanley International Value Sched. D C $30.3M PY2023
  • Ssga Eafe Index Sched. D C $13.8M PY2023
  • Wellington Int. Corporate Bond Sched. D C $292M PY2023
  • Wellington Small Cap Growth Fund Sched. D C PY2023
  • Manulife Asset Mgmt Global Focus Sched. D C $45.4M PY2023
  • Wellington Large Cap Growth Sched. D C $15.6M PY2023
  • AON Consulting, Inc. codes 11 PY2023
  • Alight Solutions LLC codes 11 14 15 17 50 $2.4M PY2022
  • State Street Bank codes 28 50 $123,667 PY2022
  • Ernst and Young LLP codes 10 50 $96,046 PY2022
  • Wellington Int. Corporate Bond Sched. D C $269M PY2022
  • Morgan Stanley International Value Sched. D C $30.7M PY2022
  • Ssga Eafe Index Sched. D C $11.7M PY2022
  • Wellington Large Cap Growth Sched. D C $14.1M PY2022
  • Wellington Small Cap Growth Fund Sched. D C $21.6M PY2022
  • Manulife Asset Mgmt Global Focus Sched. D C $44.8M PY2022
  • Wellington Core Bond Fund Sched. D C PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
2 events
  • Jan 1, 2023Funded status changed
    John Hancock Pension Plan funded ratio 154.6% -> 134.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    John Hancock Pension Plan plan assets $2.4B -> $1.9B (-21.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 383261832-003
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.