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
Day Kimball Hospital Retirement Income Plan
Corporate pensionPutnam, CT
Assets
n/a
Total assets, Feb 13, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Day Kimball Healthcare
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
3 firms
- Hooker & Holcombe Inc Actuarythrough Feb 13, 2023 Form 5500
- Wells Fargo Bank Custodianthrough Feb 13, 2023 Form 5500
- Cape Ann Asset Management Trusteethrough Feb 13, 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)
- Prudential Retirement & Annuity Insplan 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
7 readings
Total assets
Net assets
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Feb 13, 2023 | 1,049 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Hooker & Holcombe, Inc codes 11 $15,380 PY2022
- Prudential Ret. Ins. and Annuity codes 13 28 $6,594 PY2022
- Principal Bank codes 18 19 21 $4,464 PY2022
- Cape Ann Global Developing Markets codes 21 $3,450 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060646599-001
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.