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
Harte Hanks, Inc. Pension Plan II
Corporate pensionChelmsford, MA
Assets
$30.8M
Total assets, Dec 31, 2024 reported
Funded
70.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Harte Hanks, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.9%
- Corporate debt instruments (other) 1.5%
- Corporate debt instruments (preferred) 1.9%
- U.S. Government securities 3.4%
- Other investments 22.2%
- Registered investment companies 6.0%
- Common stock 58.9%
Consultants and advisers
3 firms
- Bank of America Investment adviser (plan)through Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Mfsplan years 2022
- Loomis Saylesplan years 2022
- Allspring Mid Cap Valueplan years 2022
- Blackrockplan 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
33 readings
Investment management fees
$113,250 (2023-12) · $43,939 (2022-12)
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 | 492 | $27.9M | $37.6M | 70.4% | $30.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 495 | $24.5M | $37.1M | 70.6% | $27.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 498 | $29.9M | $36.1M | 81.9% | $24.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting,inc. codes 11 13 50 $105,022 PY2024
- Bank of America Merrill Lynch codes 27 28 50 62 71 $87,040 PY2024
- Loomis Sayles codes 28 50 51 $12,692 PY2024
- MFS Investment codes 28 50 51 $12,137 PY2024
- Allspring Mid Cap Value codes 28 50 51 $8,364 PY2024
- Blackrock Mcg codes 28 50 51 $7,671 PY2024
- AON Consulting, Inc. codes 11 PY2024
- Bank of America Merrill Lynch codes 27 28 50 62 71 $76,391 PY2023
- AON Consulting,inc. codes 11 13 50 $71,895 PY2023
- Loomis Sayles codes 28 50 51 $10,975 PY2023
- MFS Investment codes 28 50 51 $10,402 PY2023
- Allspring Mid Cap Value codes 28 50 51 $7,456 PY2023
- Blackrock Mcg codes 28 50 51 $6,526 PY2023
- AON Consulting, Inc. codes 11 PY2023
- Bank of America Merrill Lynch codes 27 28 50 62 71 $76,623 PY2022
- AON Consulting,inc. codes 11 13 50 $72,472 PY2022
- MFS Investment codes 28 50 51 $11,096 PY2022
- Loomis Sayles codes 28 50 51 $9,754 PY2022
- Allspring Mid Cap Value codes 28 50 51 $8,112 PY2022
- Blackrock Mcg codes 28 50 51 $5,477 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedHarte Hanks, Inc. Pension Plan II total assets $28M -> $31M (+10.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedHarte Hanks, Inc. Pension Plan II plan assets $24M -> $28M (+13.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedHarte Hanks, Inc. Pension Plan II total assets $24M -> $28M (+13.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedHarte Hanks, Inc. Pension Plan II funded ratio 81.9% -> 70.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHarte Hanks, Inc. Pension Plan II plan assets $30M -> $24M (-18.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 741677284-002
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.