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
Retirement Plan for Employees of Woods Hole Oceanographic Institution
Corporate pensionWoods Hole, MA
Assets
$193M
Total assets, Dec 31, 2024 reported
Funded
88.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Woods Hole Oceanographic Institution
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.7%
- Corporate debt instruments (other) 8.7%
- Partnership/joint venture interests 69.5%
- Registered investment companies 13.1%
- Common stock 1.2%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- Cambridge Associatesplan years 2022
- Acadian Emerging Markets IIplan years 2022
- HS Management Partners, LLCplan years 2022
- Parametric Portfolio Associatesplan years 2022
- Barees Capital Managementplan years 2022
- L and G Investmentplan 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
$455,033 (2023-12) · $2,173 (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 | 913 | $184M | $216M | 88.2% | $193M | $134M | n/a | n/a |
| 2023 to Dec 31, 2023 | 942 | $177M | $219M | 88.8% | $186M | $145M | n/a | n/a |
| 2022 to Dec 31, 2022 | 977 | $222M | $216M | 97.4% | $177M | $140M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cambridge Associates codes 28 $479,746 PY2024
- Willis Towers Watson US LLC codes 11 $426,935 PY2024
- Cbiz CPAS codes 10 $92,940 PY2024
- State Street Bank codes 21 $54,152 PY2024
- HS Management codes 28 $42,153 PY2024
- Acadian Emerging Markets II codes 28 $39,970 PY2024
- Clifton Group Parametric codes 28 $26,925 PY2024
- Barees Capital Management codes 28 $10,072 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Cambridge Associates codes 28 $455,033 PY2023
- Willis Towers Watson US LLC codes 11 $257,086 PY2023
- State Street Bank codes 21 $119,366 PY2023
- Cbiz CPAS codes 10 $68,110 PY2023
- Acadian Emerging Markets II codes 28 $53,092 PY2023
- Clifton Group Parametric codes 28 $24,404 PY2023
- Pricewaterhouse Coopers codes 10 $17,700 PY2023
- HS Management codes 28 $13,996 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 $492,639 PY2022
- Cambridge Associates codes 28 $490,565 PY2022
- Mayer Hoffman Mccann PC codes 10 $86,400 PY2022
- State Street Bank codes 21 $73,788 PY2022
- Acadian Emerging Markets II codes 28 $60,403 PY2022
- Pricewaterhouse Coopers codes 10 $45,260 PY2022
- HS Management codes 28 $26,314 PY2022
- Clifton Group Parametric codes 28 $17,108 PY2022
- Barees Capital Management codes 28 $5,797 PY2022
- L and G Investment codes 28 $5,612 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedBarees Capital Management appears on Retirement Plan for Employees of Woods Hole Oceanographic Institution's Schedule C as investment manager (plan year 2024 vs 2023)with Barees Capital Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBarees Capital Management no longer appears on Retirement Plan for Employees of Woods Hole Oceanographic Institution's Schedule C as investment manager (plan year 2023 vs 2022)with Barees Capital Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceL and G Investment no longer appears on Retirement Plan for Employees of Woods Hole Oceanographic Institution's Schedule C as investment manager (plan year 2023 vs 2022)with L and G Investmentaskebsa.dol.gov
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Woods Hole Oceanographic Institution funded ratio 97.4% -> 88.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Woods Hole Oceanographic Institution plan assets $222M -> $177M (-20.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042105850-001
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.