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
Newbury Corporation Pension Plan
Corporate pensionDedham, MA
Assets
$74.6M
Total assets, Dec 31, 2024 reported
Funded
139.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Newbury Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.6%
- Non-interest-bearing cash 0.6%
- U.S. Government securities 9.3%
- Other investments 3.8%
- Registered investment companies 53.8%
- Common stock 26.9%
Consultants and advisers
2 firms
- Schwab Retirment Plan Services, Inc Actuarythrough Dec 31, 2022 Form 5500
- Schwab Retirement Plan Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Agilis Partners LLC1 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Agilis Partners LLCplan years 2022
- Marcum LLPplan years 2022
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | River and Merc Long Credit Fundcollective trust | Agilis Partners LLC | Private credit | $30.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
29 readings
Contributions
Investment management fees
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 | 281 | $79.8M | $53.9M | 139.8% | $74.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 354 | $83.2M | $56.5M | 143.4% | $79.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 348 | $97.7M | $53.0M | 156.0% | $83.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Agilis Partners LLC codes 28 50 $145,144 PY2024
- Schwab Retirement Plan Services Inc codes 11 15 50 64 $88,053 PY2024
- Marcum LLP codes 28 50 $20,600 PY2024
- River and Mercantile Lg Credit Fd R Sched. D C PY2024
- Schwab Retirement Plan Services codes 11 PY2024
- Agilis Partners LLC codes 28 50 $128,112 PY2023
- Schwab Retirement Plan Services Inc codes 11 15 50 64 $88,698 PY2023
- UBS Financial Services codes 49 50 $47,107 PY2023
- Marcum LLP codes 28 50 $20,060 PY2023
- River and Mercantile Lg Credit Fd R Sched. D C $30.2M PY2023
- Schwab Retirement Plan Services codes 11 PY2023
- Schwab Retirement Plan Services codes 11 15 50 64 $93,348 PY2022
- Agilis LLC codes 28 50 $87,438 PY2022
- UBS Financial Services codes 49 50 $58,272 PY2022
- Marcum LLP codes 28 50 $15,450 PY2022
- River and Mercantile Lg Credit Fd R Sched. D C PY2022
- Schwab Retirement Plan Services Inc codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedNewbury Corporation Pension Plan funded ratio 143.4% -> 139.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedNewbury Corporation Pension Plan funded ratio 156.0% -> 143.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNewbury Corporation Pension Plan plan assets $98M -> $83M (-14.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042426613-001
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.