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
R•••• • G••• L•• S••••••••• R••••••••• S••••• P•••
Corporate pensionBoston, MA
Assets
$251M
Total assets, Dec 31, 2024 reported
Funded
100.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: R•••• • G••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Corporate debt instruments (other) 10.3%
- U.S. Government securities 2.4%
- Other investments 5.2%
- Partnership/joint venture interests 1.8%
- Registered investment companies 69.0%
Consultants and advisers
2 firms
- N•••••••• B••••• T•••• C••••••• N• Custodianthrough Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- N•••••••• B•••••plan years 2022
- E••••••••plan years 2022
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
32 readings
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 Dec 31, 2024 | 409 | $232M | $231M | 100.4% | $251M | $4.5M | n/a | n/a |
| 2023 to Dec 31, 2023 | 401 | $199M | $198M | 100.5% | $232M | $3.4M | n/a | n/a |
| 2022 to Dec 31, 2022 | 385 | $248M | $243M | 102.0% | $199M | $3.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- E•••••••• codes 28 $91,279 PY2024
- N•••••••• B••••• Investment Adv LLC codes 28 $70,490 PY2024
- N•••••••• B••••• T•••• C••••••• N• codes 19 $67,404 PY2024
- M••••• codes 11 PY2024
- E•••••••• codes 28 $74,060 PY2023
- N•••••••• B••••• Investment Adv LLC codes 28 $67,003 PY2023
- N•••••••• B••••• T•••• C••••••• N• codes 19 $59,973 PY2023
- M••••• codes 11 PY2023
- N•••••••• B••••• T•••• C••••••• N• codes 19 $59,230 PY2022
- N•••••••• B••••• Investment Adv LLC codes 28 $58,837 PY2022
- E•••••••• codes 28 $41,752 PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Assets changedR•••• • G••• L•• S••••••••• R••••••••• S••••• P••• plan assets $199M -> $232M (+16.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedR•••• • G••• L•• S••••••••• R••••••••• S••••• P••• total assets $199M -> $232M (+16.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedR•••• • G••• L•• S••••••••• R••••••••• S••••• P••• plan assets $248M -> $199M (-19.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042233412-067
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.