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
T•••••• E•••••••• R••••••••• P•••
Corporate pensionSpringfield, MA
Assets
$25.1M
Total assets, Jun 30, 2025 reported
Funded
140.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: P•••••• V••••• T•••••• A••••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Corporate debt instruments (other) 17.4%
- U.S. Government securities 34.9%
- Registered investment companies 8.8%
- Common stock 38.4%
Consultants and advisers
1 firms
- O•••••• A••••••• Actuarythrough Jun 30, 2023 Form 5500
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)
- B••••• T•••• W••••• C••••••plan years 2023
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
29 readings
Net investment income
$507,586 (2024-06) · $685,377 (2023-06)
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 Jun 30, 2025 | 248 | $24.8M | $17.5M | 140.0% | $25.1M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 254 | $24.3M | $18.2M | 131.0% | $24.8M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 259 | $23.6M | $18.4M | 133.7% | $24.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••••• Trust Company codes 28 $137,495 PY2024
- O•••••• A••••••• codes 11 $16,250 PY2024
- Meyers Brothers Kalicka, P.C. codes 10 $10,800 PY2024
- O•••••• A•••••••, Inc. codes 11 PY2024
- B••••• Trust Company codes 28 $138,207 PY2023
- Meyers Brothers Kalicka, P.C. codes 10 $20,800 PY2023
- O•••••• A••••••• codes 11 $15,500 PY2023
- O•••••• A•••••••, Inc. codes 11 PY2023
- B••••• Trust Company codes 28 $133,301 PY2022
- O•••••• A••••••• codes 11 $14,500 PY2022
- O•••••• A•••••••, Inc. codes 11 PY2022
What changed
2 events
- Jul 1, 2024Funded status changedT•••••• E•••••••• R••••••••• P••• funded ratio 131.0% -> 140.0% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedT•••••• E•••••••• R••••••••• P••• funded ratio 133.7% -> 131.0% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042562370-003
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.