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
Peoplesbank Defined Benefit Pension Plan
Corporate pensionHolyoke, MA
Assets
$20.5M
Total assets, Oct 31, 2025 reported
Funded
151.7%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
6
none on the tape
Plan sponsor: Peoplesbank
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
2 firms
- Commonwealth Equity Svcs, LLC DBA Investment adviser (plan)through Oct 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Oct 31, 2023 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
6 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 Oct 31, 2025 | Massmutual US Govt Mny Mkt R5separate account | Capital Group | Pooled vehicles | $875,020 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Fidelity 500 Indexseparate account | Mfs | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Massmutual US Govt Mny Mkt R5separate account | American Funds | Pooled vehicles | $782,186 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Fidelity 500 Indexseparate account | Mfs | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Massmutual US Govt Mny Mkt R5separate account | American Funds | Pooled vehicles | $661,239 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Fidelity 500 Indexseparate account | Mfs | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov |
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 Oct 31, 2025 | 166 | $19.8M | $13.1M | 151.7% | $20.5M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 168 | $16.3M | $13.6M | 119.2% | $19.8M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 171 | $16.9M | $14.0M | 120.7% | $16.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Commonwealth Equity Svcs, LLC DBA codes 27 $2,972 PY2024
- Empower Annuity Insurance Company codes 64 PY2024
- Massmutual Mid Cap Growth R5 Sched. D P $470,197 PY2024
- Fidelity Advisor Strategic Income M Sched. D P $1.6M PY2024
- Vanguard Small Cap Index Adm Sched. D P $1.1M PY2024
- Massmutual Infl-Prot and Inc R4 Sched. D P $336,986 PY2024
- Massmutual Small Cap Gr Eq R5 Sched. D P $729,384 PY2024
- Fidelity Mid Cap Index Sched. D P $968,112 PY2024
- MM S&p 500(r) Index R5 Sched. D P $4.4M PY2024
- Fidelity Total International Index Sched. D P $566,774 PY2024
- American Funds Growth Fund of Amer Sched. D P $2.5M PY2024
- Massmutual Short Duration Bd R5 Sched. D P $2.0M PY2024
- Massmutual Core Bond R5 Sched. D P $2.3M PY2024
- Massmutual High Yield R5 Sched. D P $353,612 PY2024
- American Funds Eupac R4 Sched. D P $875,020 PY2024
- MFS Value R6 Sched. D P $1.9M PY2024
- Allspring Sched. D P $447,397 PY2024
- Milliman, Inc. codes 11 PY2024
- Commonwealth Equity Svcs, LLC DBA codes 27 $2,995 PY2023
- Empower Annuity Insurance Company codes 64 PY2023
- Wells Fargo Special Mid Cap Value a Sched. D P $477,477 PY2023
- Massmutual Mid Cap Growth R5 Sched. D P $486,309 PY2023
- Fidelity Advisor Strategic Income M Sched. D P $1.6M PY2023
- Vanguard Small Cap Index Adm Sched. D P $1.1M PY2023
- Massmutual Infl-Prot and Inc R4 Sched. D P $351,971 PY2023
- Massmutual Small Cap Gr Eq R5 Sched. D P $719,337 PY2023
- Fidelity Mid Cap Index Sched. D P $958,572 PY2023
- MM S&p 500(r) Index R5 Sched. D P $4.0M PY2023
- Fidelity Total International Index Sched. D P $496,623 PY2023
- American Funds Growth Fund of Amer Sched. D P $2.2M PY2023
- Massmutual Short Duration Bd R5 Sched. D P $2.1M PY2023
- Massmutual Core Bond R5 Sched. D P $2.3M PY2023
- Massmutual High Yield R5 Sched. D P $358,312 PY2023
- American Funds Europacific Growth R Sched. D P $782,186 PY2023
- MFS Value R6 Sched. D P $1.9M PY2023
- Milliman, Inc. codes 11 PY2023
- Commonwealth Equity Svcs, LLC DBA codes 27 $3,722 PY2022
- Empower Annuity Insurance Company codes 64 PY2022
- Massmutual Mid Cap Growth R5 Sched. D P $391,243 PY2022
- Fidelity Advisor Strategic Income M Sched. D P $348,140 PY2022
- Vanguard Small Cap Index Adm Sched. D P $883,609 PY2022
- Massmutual Infl-Prot and Inc R4 Sched. D P $335,057 PY2022
- Massmutual Small Cap Gr Eq R5 Sched. D P $547,967 PY2022
- Fidelity Mid Cap Index Sched. D P $736,560 PY2022
- MM S&p 500(r) Index R5 Sched. D P $3.4M PY2022
- Fidelity Total International Index Sched. D P $418,651 PY2022
- American Funds Growth Fund of Amer Sched. D P $1.9M PY2022
- Massmutual Short Duration Bd R5 Sched. D P $2.0M PY2022
- Massmutual Core Bond R5 Sched. D P $1.8M PY2022
- Massmutual High Yield R5 Sched. D P $869,629 PY2022
- American Funds Europacific Growth R Sched. D P $661,239 PY2022
- MFS Value R6 Sched. D P $1.6M PY2022
- Wells Fargo Special Mid Cap Value a Sched. D P $387,443 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
3 events
- Nov 1, 2024Funded status changedPeoplesbank Defined Benefit Pension Plan funded ratio 119.2% -> 151.7% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedPeoplesbank Defined Benefit Pension Plan plan assets $16M -> $20M (+22.1%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedPeoplesbank Defined Benefit Pension Plan total assets $16M -> $20M (+22.1%, 2023-10-31 to 2024-10-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 200262355-001
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.