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
S•••••••• H••••••••• R••••••••• P••• C•
Corporate pensionB•••••••, MA
Assets
n/a
Total assets, Jul 31, 2025 reported
Funded
100.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B••••••• H•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- R••••••• T•••• C•••••• General consultantthrough Jul 31, 2025 Form 5500
- B••• o• N•• Y••• M••••• General consultantthrough Jul 31, 2025 Form 5500
- U•• G••••• A•••• M••••••••• ••• General consultantthrough Jul 31, 2025 Form 5500
- T•• A••••• P•••••• G••••• I••• Actuarythrough Jul 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
36 readings
Total assets
$38.3M (2024-12) · $59.5M (2023-12) · $56.4M (2022-12)
Contributions
$0 (2024-12) · $2.2M (2023-12) · $703,500 (2022-12)
Benefits paid
$26.9M (2024-12) · $5.4M (2023-12) · $4.1M (2022-12)
Net investment income
$-21.2M (2024-12) · $3.1M (2023-12) · $-11.6M (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Jul 31, 2025 | 494 | n/a | n/a | n/a | $0 | n/a | $0 | n/a |
| 2024 to Dec 31, 2024 | 965 | $59.5M | $55.9M | 100.0% | $38.3M | n/a | $38.3M | n/a |
| 2023 to Dec 31, 2023 | 1,045 | $56.4M | $58.7M | 101.6% | $59.5M | n/a | $59.5M | n/a |
| 2022 to Dec 31, 2022 | 1,075 | $68.1M | $59.3M | 105.2% | $56.4M | n/a | $56.4M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T•• A••••• P•••••• G••••• I••• codes 11 16 $234,302 PY2025
- R••••••• T•••• C•••••• codes 16 $19,878 PY2025
- B••• o• N•• Y••• M••••• codes 16 18 19 21 99 $8,207 PY2025
- UBS Global Asset Management codes 16 27 63 99 $3,674 PY2025
- B••••••• H••••••• Pension Fund Mt Sched. D M PY2025
- T•• A••••• P•••••• G••••• I••• codes 11 16 $143,963 PY2024
- R••••••• T•••• C•••••• codes 16 $86,302 PY2024
- B••• o• N•• Y••• M••••• codes 16 18 19 21 99 $44,325 PY2024
- BDO USA, P.C. codes 10 $38,235 PY2024
- UBS Global Asset Management codes 16 27 63 99 $11,162 PY2024
- B••••••• H••••••• Pension Fund Mt Sched. D M $38.3M PY2024
- T•• A••••• P•••••• G••••• I••• codes 11 PY2024
- R••••••• T•••• C•••••• codes 16 $82,929 PY2023
- T•• A••••• P•••••• G••••• I••• codes 11 16 $60,162 PY2023
- B••• o• N•• Y••• M••••• codes 16 18 19 21 99 $41,803 PY2023
- UBS Global Asset Management codes 16 27 63 99 $14,896 PY2023
- B••••••• H••••••• Pension Fund Mt Sched. D M $59.5M PY2023
- T•• A••••• P•••••• G••••• I••• codes 11 PY2023
- R••••••• T•••• C•••••• codes 16 $89,192 PY2022
- B••• o• N•• Y••• M••••• codes 16 18 19 21 99 $40,117 PY2022
- T•• A••••• P•••••• G••••• I••• codes 11 16 $24,604 PY2022
- UBS Global Asset Management codes 16 27 63 99 $15,491 PY2022
- BDO USA, P.C. codes 10 $14,926 PY2022
- B••••••• H••••••• Pension Fund Mt Sched. D M $56.4M PY2022
- T•• A••••• P•••••• G••••• I••• codes 11 PY2022
What changed
4 events
- Jul 31, 2025Assets changedS•••••••• H••••••••• R••••••••• P••• C• total assets $38M -> $0 (-100.0%, 2024-12-31 to 2025-07-31)
- Dec 31, 2024Assets changedS•••••••• H••••••••• R••••••••• P••• C• total assets $60M -> $38M (-35.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedS•••••••• H••••••••• R••••••••• P••• C• funded ratio 105.2% -> 101.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS•••••••• H••••••••• R••••••••• P••• C• plan assets $68M -> $56M (-17.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222472997-003
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.