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

Employees' Retirement Plan of Bose Corporation

Corporate pensionFramingham, MA
Assets
$866M
Total assets, Dec 31, 2024 reported
Funded
101.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
17
2 managers on Schedule C
Plan sponsor: Bose Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 0.0%
  • Partnership/joint venture interests 57.2%
  • Common/collective trusts 37.4%
  • Registered investment companies 0.8%
  • Common stock 4.6%
Consultants and advisers
9 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
17 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$144M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$77.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Msci Acwi Ex USA Imi Non-Lending Fdcollective trustState Street Global Advisors TrustPooled vehicles$63.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga S&p Midcap 400 R Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$17.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street U.S. Aggregate Bond incollective trustState Street - Russell 2000Fixed income$21.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Msci Acwi Ex USA Imi Non-Lending Fdcollective trustState Street Global Advisors TrustPooled vehicles$82.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga S&p Midcap 400 R Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$27.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$152M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$90.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$100M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$94.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022John Hancock Strategic Fixed Incomecollective trustManulife Asset Mgmt Tst Co LLCFixed income$59.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lgima Long Duration US Credit Fundcollective trustL and G InvestmentPrivate credit$44.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$42.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022GQG Partners Emerging Markets Equitcollective trustReliance Trust CompanyPublic equity$35.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Msci Acwi Ex USA Imi Non-Lending Fdcollective trustState Street Global Advisors TrustPooled vehicles$45.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga S&p Midcap 400 R Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$17.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$866M Dec 31, 2024 reported Form 5500
$891M (2023-12) · $876M (2022-12)
Plan assets
$891M Jan 1, 2024 reported Form 5500
$876M (2023-01) · $1.1B (2022-01)
Net assets
$866M Dec 31, 2024 reported Form 5500
$891M (2023-12) · $876M (2022-12)
Funded ratio
101.4% Jan 1, 2024 reported Form 5500
109.4% (2023-01) · 119.2% (2022-01)
Funding target
$863M Jan 1, 2024 reported Form 5500
$837M (2023-01) · $790M (2022-01)
Discount rate
5.25% Jan 1, 2024 reported Form 5500
5.38% (2023-01) · 5.56% (2022-01)
Participants
5,459 Jan 1, 2024 reported Form 5500
5,694 (2023-01) · 5,923 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$65.6M Dec 31, 2024 reported Form 5500
$63.4M (2023-12) · $49.1M (2022-12)
Net investment income
$-24.3M Dec 31, 2024 reported Form 5500
$14.7M (2023-12) · $-174M (2022-12)
Investment management fees
$1.6M Dec 31, 2024 reported Form 5500
$1.8M (2023-12) · $1.8M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,459$891M$863M101.4%$866M$496Mn/an/a
2023 to Dec 31, 20235,694$876M$837M109.4%$891M$474Mn/an/a
2022 to Dec 31, 20225,923$1.1B$790M119.2%$876M$280Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
23 events
  • Dec 31, 2024Holding started
    Employees' Retirement Plan of Bose Corporation first reports an interest in State Street U.S. Aggregate Bond in (State Street - Russell 2000): $22M at 2024-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Georgian Partners Growth LP no longer appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2024 vs 2023)
    with Georgian Partners Growth LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    CVC Capital Partners VII Limited appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2024 vs 2023)
    with CVC Capital Partners VII Limitedaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Unicorn Partners Fund IV, LP no longer appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2024 vs 2023)
    with Unicorn Partners Fund IV LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    OCP Asia (singapore) Pte. Limited appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2024 vs 2023)
    with OCP Asia (singapore) Pte. Limitedaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    William Blair Investment Management appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2024 vs 2023)
    with William Blair Investment Mgmt, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Blackrock no longer appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2024 vs 2023)
    with Blackrock Investment Manageraskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Employees' Retirement Plan of Bose Corporation funded ratio 109.4% -> 101.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Employees' Retirement Plan of Bose Corporation no longer reports GQG Partners Emerging Markets Equit (Reliance Trust Company) (last held $36M at 2022-12-31; absent from the 2023-12-31 filing)
    with Reliance Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Employees' Retirement Plan of Bose Corporation no longer reports Silchester Int'l Value Equity Trust (Silchester International Investor) (last held $43M at 2022-12-31; absent from the 2023-12-31 filing)
    with Silchester International Investoraskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Employees' Retirement Plan of Bose Corporation no longer reports Lgima Long Duration US Credit Fund (L and G Investment) (last held $45M at 2022-12-31; absent from the 2023-12-31 filing)
    with L and G Investmentaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Employees' Retirement Plan of Bose Corporation no longer reports John Hancock Strategic Fixed Income (Manulife Asset Mgmt Tst Co LLC) (last held $60M at 2022-12-31; absent from the 2023-12-31 filing)
    with Manulife Asset Mgmt Tst Co LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    William Blair Investment Management no longer appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2023 vs 2022)
    with William Blair Investment Mgmt, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Blackrock appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2023 vs 2022)
    with Blackrock Investment Manageraskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Loomis Sayles Trust Company no longer appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2023 vs 2022)
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Georgian Partners Growth LP appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2023 vs 2022)
    with Georgian Partners Growth LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Orion Capital Managers, LLP no longer appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2023 vs 2022)
    with Orion Capital Managers, LLPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Blackstone Alternative Credit Advis appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2023 vs 2022)
    with Blackstoneaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Nepc no longer appears on Employees' Retirement Plan of Bose Corporation's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Nepc, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    JP Morgan Investment Management Inc no longer appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2023 vs 2022)
    with J.P. Morgan Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Unicorn Partners Fund IV, LP appears on Employees' Retirement Plan of Bose Corporation's Schedule C as investment manager (plan year 2023 vs 2022)
    with Unicorn Partners Fund IV LPaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Employees' Retirement Plan of Bose Corporation funded ratio 119.2% -> 109.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Employees' Retirement Plan of Bose Corporation plan assets $1.1B -> $876M (-16.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042655386-001
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.