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

Pension Plan for Employees of Dartmouth-Hitchcock

Corporate pensionLebanon, NH
Assets
$609M
Total assets, Dec 31, 2024 reported
Funded
75.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
48
none on the tape
Plan sponsor: Mary Hitchcock Memorial Hospital
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Partnership/joint venture interests 22.5%
  • 103-12 investment entities 3.1%
  • Common/collective trusts 44.2%
  • Registered investment companies 29.0%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
10 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
48 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Baron Emerging Markets Coll Inv Fdcollective trustBaron Collective InvestmentPublic equity$20.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Global Alpha International Small CA103 12 ieGlobal Alpha Capital Mgmt LtdPooled vehicles$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GQG Partners Global Equity Fund Citcollective trustReliance Trust CompanyPublic equity$22.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Duration Alphacredit Plus Bondcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$60.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nhit Multisector Full Discretion Trcollective trustLoomis Sayles Trust CompanyPooled vehicles$20.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street Msci Eafe 100 Hedgedcollective trustState Street Global Advisors TrustHedge / diversifiers$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust Co. NaFixed income$27.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$17.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 20 Year Key Rate Duraticollective trustBlackrock Institutional Trust Co. NaFixed income$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Cif Small Cap 2000 Portfoliocollective trustWellington Trust Company, NaPublic equity$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024William Blair Emerging Markets Smalcollective trustWilliam Blair Investment ManagementPublic equity$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street S&p(r)500 Equal Weightcollective trustState Street Global AdvisorsPooled vehicles$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Daily Msci Eafe Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Baron Emerging Markets Coll Inv Fdcollective trustBaron Collective InvestmentPublic equity$20.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Global Alpha International Small CA103 12 ieGlobal Alpha Capital Mgmt LtdPooled vehicles$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023GQG Partners Global Equity Fund Citcollective trustReliance Trust CompanyPublic equity$26.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Duration Alphacredit Plus Bondcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$61.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nhit Multisector Full Discretion Trcollective trustLoomis Sayles Trust CompanyPooled vehicles$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street Msci Eafe 100 Hedgedcollective trustState Street Global Advisors TrustHedge / diversifiers$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust Co. NaFixed income$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$29.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$25.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 20 Year Key Rate Duraticollective trustBlackrock Institutional Trust Co. NaFixed income$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Cif Small Cap 2000 Portfoliocollective trustWellington Trust Company, NaPublic equity$24.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023William Blair Emerging Markets Smalcollective trustWilliam Blair Investment ManagementPublic equity$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust Co. NaFixed income$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Cif Small Cap 2000 Portfoliocollective trustWellington Trust Company, NaPublic equity$28.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lazard Emerging Markets Total Retur103 12 ieLazard Emerging Markets Total DebtPublic equity$24.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$21.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury US 20 Year Key Rate Duraticollective trustBlackrock Institutional Trust Co. NaFixed income$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Duration Alphacredit Plus Bondcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$63.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$16.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Baron Emerging Markets Coll Inv Fdcollective trustBaron Collective InvestmentPublic equity$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nhit Multisector Full Discretion Trcollective trustLoomis Sayles Trust CompanyPooled vehicles$21.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Global Alpha International Small CA103 12 ieGlobal Alpha Capital Mgmt LtdPooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022GQG Partners Global Equity Fund Citcollective trustReliance Trust CompanyPublic equity$25.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street Msci Eafe 100 Hedgedcollective trustState Street Global Advisors TrustHedge / diversifiers$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022William Blair Emerging Markets Smalcollective trustWilliam Blair Investment ManagementPublic equity$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$9.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$609M Dec 31, 2024 reported Form 5500
$626M (2023-12) · $621M (2022-12)
Plan assets
$623M Jan 1, 2024 reported Form 5500
$622M (2023-01) · $897M (2022-01)
Net assets
$609M Dec 31, 2024 reported Form 5500
$626M (2023-12) · $621M (2022-12)
Funded ratio
75.6% Jan 1, 2024 reported Form 5500
73.0% (2023-01) · 93.2% (2022-01)
Funding target
$862M Jan 1, 2024 reported Form 5500
$859M (2023-01) · $842M (2022-01)
Discount rate
5.08% Jan 1, 2024 reported Form 5500
5.22% (2023-01) · 5.40% (2022-01)
Participants
3,881 Jan 1, 2024 reported Form 5500
3,909 (2023-01) · 4,173 (2022-01)
Contributions
$29.5M Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$58.2M Dec 31, 2024 reported Form 5500
$55.6M (2023-12) · $53.2M (2022-12)
Net investment income
$-16.6M Dec 31, 2024 reported Form 5500
$4.2M (2023-12) · $-275M (2022-12)
Investment management fees
$813,744 Dec 31, 2024 reported Form 5500
$947,587 (2023-12) · $1.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,881$623M$862M75.6%$609M$137Mn/an/a
2023 to Dec 31, 20233,909$622M$859M73.0%$626M$131Mn/an/a
2022 to Dec 31, 20224,173$897M$842M93.2%$621M$82.3Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Wellington codes 28 51 68 $463,670 PY2024
  • Blackrock codes 21 24 28 50 51 $331,503 PY2024
  • Willis Towers Watson US LLC codes 16 $289,904 PY2024
  • Loomis Sayles codes 28 51 $271,654 PY2024
  • Bank of New York Mellon codes 18 19 $199,351 PY2024
  • Global Trust Company (baron) codes 21 51 $119,177 PY2024
  • William Blair codes 28 51 $72,893 PY2024
  • Coho Partners Ltd codes 28 51 $25,106 PY2024
  • Hardman Johnston codes 28 51 52 $23,656 PY2024
  • State Street Global Advisors codes 28 51 52 $15,023 PY2024
  • Treasury US 10 Year Key Rate Durati Sched. D C $17.3M PY2024
  • Treasury US 15 Year Key Rate Durati Sched. D C $14.2M PY2024
  • Treasury US 20 Year Key Rate Durati Sched. D C $7.2M PY2024
  • Treasury US 25 Year Key Rate Durati Sched. D C $11.3M PY2024
  • Wtc-Cif Small Cap 2000 Portfolio Sched. D C $21.0M PY2024
  • William Blair Emerging Markets Smal Sched. D C $6.5M PY2024
  • S&p(r) 500 Eq Wted Index Nl Ctf Sched. D C $10.9M PY2024
  • Msci Eafe Indx Nl Fund (fd12) Sched. D C $8.5M PY2024
  • Long Duration Alphacredit Plus Bond Sched. D C $60.6M PY2024
  • Baron Emerging Markets Col Fbcs Sched. D C $20.3M PY2024
  • EB Temporary Investment Fd Var Rt Sched. D C $11.4M PY2024
  • Global Alpha Internationa Small Cap Sched. D E $11.8M PY2024
  • Institutional Ret Trust Series Ten Sched. D C $22.1M PY2024
  • International Equity Group Trust Sched. D E $7.1M PY2024
  • Lazard Emerging Markets Total Debt Sched. D E PY2024
  • Nhit Multisector Full Discretion Tr Sched. D C $20.5M PY2024
  • Ssga Msci Eafe 100% US Hedged Sched. D C $9.5M PY2024
  • Treasury U.S. 5 Year Key Rate Durat Sched. D C $27.8M PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • Willis Towers Watson US LLC codes 11 51 $550,430 PY2023
  • Blackrock codes 21 24 28 50 51 $300,908 PY2023
  • Bank of New York Mellon codes 18 19 $192,560 PY2023
  • Wellington codes 28 51 68 $162,000 PY2023
  • Global Trust Company (baron) codes 21 51 $115,323 PY2023
  • Coho Partners Ltd codes 28 51 $114,684 PY2023
  • Loomis Sayles codes 28 51 $103,954 PY2023
  • William Blair codes 28 51 $72,510 PY2023
  • Hardman Johnston codes 28 51 52 $69,270 PY2023
  • State Street Global Advisors codes 28 51 52 $10,348 PY2023
  • Global Alpha Internationa Small Cap Sched. D E $12.3M PY2023
  • GQG Partners Global Equity Cit Sched. D C $26.0M PY2023
  • Hardman Johnston International Grow Sched. D E $6.3M PY2023
  • Lazard Emerging Markets Total Debt Sched. D E PY2023
  • Long Duration Alphacredit Plus Bond Sched. D C $61.4M PY2023
  • Nhit Multisector Full Discretion Tr Sched. D C $19.5M PY2023
  • Ssga Msci Eafe 100% US Hedged Sched. D C $19.9M PY2023
  • Treasury U.S. 5 Year Key Rate Durat Sched. D C $7.7M PY2023
  • Treasury US 10 Year Key Rate Durati Sched. D C $29.6M PY2023
  • Treasury US 15 Year Key Rate Durati Sched. D C $25.5M PY2023
  • Treasury US 20 Year Key Rate Durati Sched. D C $10.8M PY2023
  • Treasury US 25 Year Key Rate Durati Sched. D C $18.5M PY2023
  • Wellington Trust-Small Cap Sched. D C $24.8M PY2023
  • William Blair Emerging Markets Smal Sched. D C $7.5M PY2023
  • Baron Emerging Markets Col Inv Fd Sched. D C $20.3M PY2023
  • EB Temporary Investment Fd II Sched. D C $11.6M PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • Willis Towers Watson US LLC codes 11 51 $446,615 PY2022
  • Blackrock codes 21 24 28 50 51 $355,670 PY2022
  • Wellington codes 28 51 68 $213,353 PY2022
  • Bank of New York Mellon codes 18 19 $199,414 PY2022
  • Global Trust Company (baron) codes 21 51 $142,553 PY2022
  • Coho Partners Ltd codes 28 51 $126,150 PY2022
  • William Blair codes 28 51 $80,361 PY2022
  • Hardman Johnston codes 28 51 52 $78,869 PY2022
  • Income Research & Management codes 21 51 $27,736 PY2022
  • State Street Global Advisors codes 28 51 52 $12,692 PY2022
  • Wellington Trust-Small Cap Sched. D C $28.0M PY2022
  • Lazard Emerging Markets Total Debt Sched. D E $24.9M PY2022
  • Treasury US 10 Year Key Rate Durati Sched. D C $21.3M PY2022
  • Treasury US 25 Year Key Rate Durati Sched. D C $13.3M PY2022
  • Treasury US 20 Year Key Rate Durati Sched. D C $7.5M PY2022
  • Long Duration Alphacredit Plus Bond Sched. D C $63.7M PY2022
  • Treasury US 15 Year Key Rate Durati Sched. D C $16.5M PY2022
  • Baron Emerging Markets Col Inv Fd Sched. D C $18.5M PY2022
  • Nhit Multisector Full Discretion Tr Sched. D C $21.6M PY2022
  • Global Alpha Internationa Small Cap Sched. D E $11.5M PY2022
  • GQG Partners Global Equity Cit Sched. D C $25.3M PY2022
  • Ssga Msci Eafe 100% US Hedged Sched. D C $16.6M PY2022
  • William Blair Emerging Markets Smal Sched. D C $6.2M PY2022
  • EB Temporary Investment Fd II Sched. D C $6.3M PY2022
What changed
8 events
  • Dec 31, 2024Holding started
    Pension Plan for Employees of Dartmouth-Hitchcock first reports an interest in Daily Msci Eafe Index Nl Fund (State Street - Russell 2000): $9M at 2024-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Holding started
    Pension Plan for Employees of Dartmouth-Hitchcock first reports an interest in State Street S&p(r)500 Equal Weight: $11M at 2024-12-31
    with State Street S&p(r)500 Equal Weightaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Willis Towers Watson US LLC appears on Pension Plan for Employees of Dartmouth-Hitchcock's Schedule C as general consultant (plan year 2024 vs 2023)
    with Willis Towers Watson US LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Pension Plan for Employees of Dartmouth-Hitchcock funded ratio 73.0% -> 75.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Pension Plan for Employees of Dartmouth-Hitchcock no longer reports Lazard Emerging Markets Total Retur (last held $25M at 2022-12-31; absent from the 2023-12-31 filing)
    with Lazard Emerging Markets Total Returaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Loomis Sayles appears on Pension Plan for Employees of Dartmouth-Hitchcock's Schedule C as investment manager (plan year 2023 vs 2022)
    with Loomis Saylesaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Pension Plan for Employees of Dartmouth-Hitchcock funded ratio 93.2% -> 73.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pension Plan for Employees of Dartmouth-Hitchcock plan assets $897M -> $622M (-30.7%, 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 020222140-001
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.