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
C••• B•••••• P•••••• P••• f•• S•••• E•••••••• o• M•••• H•••••• C••••••
Corporate pensionSouth Hadley, MA
Assets
$11.1M
Total assets, Jun 30, 2025 reported
Funded
88.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: M•••• H•••••• C••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.5%
- Pooled separate accounts 0.7%
- Registered investment companies 93.8%
Consultants and advisers
2 firms
- S••••••• K••••• K•••••• L•• Investment adviser (plan)through Jun 30, 2023 Form 5500
- U•• C••••••••• G•••• Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- A•••• L••• I•••••••• C••••••3 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- A•••• L••• I•••••••• C••••••plan years 2023
Commitments
3 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 Jun 30, 2025 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $72,108 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $96,575 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $230,800 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$51,600 (2024-06) · $63,550 (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 | 244 | $14.5M | $15.5M | 88.0% | $11.1M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 257 | $13.9M | $15.3M | 90.6% | $14.6M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 279 | $14.6M | $16.8M | 89.8% | $14.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•• C••••••••• G•••• codes 11 15 17 38 50 64 $77,206 PY2024
- S••••••• K••••• LLC codes 27 50 51 $46,386 PY2024
- A•••• L••• I•••••••• C•••••• codes 13 51 73 $14,758 PY2024
- Moriarty & Primack, P.C. codes 10 50 $10,000 PY2024
- S••••••• A•••••• 1•• Sched. D P $72,108 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- U•• C••••••••• G•••• codes 11 15 17 38 50 64 $59,078 PY2023
- S••••••• K••••• LLC codes 27 50 51 $51,600 PY2023
- Moriarty & Primack, P.C. codes 10 50 $31,875 PY2023
- A•••• L••• I•••••••• C•••••• codes 13 51 73 $9,026 PY2023
- S••••••• A•••••• 1•• Sched. D P $96,575 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- S••••••• K••••• LLC codes 27 50 51 $63,550 PY2022
- U•• C••••••••• G•••• codes 11 15 17 38 50 64 $60,242 PY2022
- Moriarty & Primack, P.C. codes 10 50 $10,560 PY2022
- A•••• L••• I•••••••• C•••••• codes 13 51 73 $10,518 PY2022
- S••••••• A•••••• 1•• Sched. D P $230,800 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
2 events
- Jun 30, 2025Assets changedC••• B•••••• P•••••• P••• f•• S•••• E•••••••• o• M•••• H•••••• C•••••• total assets $15M -> $11M (-23.8%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedC••• B•••••• P•••••• P••• f•• S•••• E•••••••• o• M•••• H•••••• C•••••• funded ratio 90.6% -> 88.0% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042103578-001
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.