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

B••••• C•••••••• H•••• F••••••••• I••• D•••••• B•••••• P•••••• P•••

Corporate pensionB•••••, MA
Assets
$63.3M
Total assets, Sep 30, 2025 reported
Funded
116.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
2
1 managers on Schedule C
Plan sponsor: B••••• C•••••••• H•••• F••••••••• I•••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 0.2%
  • 103-12 investment entities 99.8%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025P••• a• C••• R••••••••• P••• G••••103 12 ieP••••••••• Organization at C•••••••• H••••••l IncPooled vehicles$63.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024P••• a• C••• R••••••••• P••• G••••103 12 ieP••••••••• Organization at C•••••••• H••••••l IncPooled vehicles$56.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
22 readings
Total assets
$63.3M Sep 30, 2025 reported Form 5500
$56.8M (2024-09)
Plan assets
$56.8M Oct 1, 2024 reported Form 5500
$47.3M (2023-10)
Net assets
$63.3M Sep 30, 2025 reported Form 5500
$56.8M (2024-09)
Funded ratio
116.0% Oct 1, 2024 reported Form 5500
100.1% (2023-10)
Funding target
$34.8M Oct 1, 2024 reported Form 5500
$32.3M (2023-10)
Discount rate
5.41% Oct 1, 2024 reported Form 5500
5.31% (2023-10)
Participants
138 Oct 1, 2024 reported Form 5500
132 (2023-10)
Contributions
$847,844 Sep 30, 2025 reported Form 5500
$655,000 (2024-09)
Benefits paid
$848,846 Sep 30, 2025 reported Form 5500
$700,068 (2024-09)
Net investment income
$6.6M Sep 30, 2025 reported Form 5500
$9.4M (2024-09)
Investment management fees
$181,145 Sep 30, 2025 reported Form 5500
$195,731 (2024-09)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025138$56.8M$34.8M116.0%$63.3Mn/an/an/a
2023 to Sep 30, 2024132$47.3M$32.3M100.1%$56.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Sep 30, 2025Assets changed
    B••••• C•••••••• H•••• F••••••••• I••• D•••••• B•••••• P•••••• P••• total assets $57M -> $63M (+11.6%, 2024-09-30 to 2025-09-30)
  • Oct 1, 2024Funded status changed
    B••••• C•••••••• H•••• F••••••••• I••• D•••••• B•••••• P•••••• P••• funded ratio 100.1% -> 116.0% (2023-10-01 to 2024-10-01)
  • Oct 1, 2024Assets changed
    B••••• C•••••••• H•••• F••••••••• I••• D•••••• B•••••• P•••••• P••• plan assets $47M -> $57M (+20.0%, 2023-10-01 to 2024-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042790699-002
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.