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
T•• H•••••• I•••••••• G•••• C••• B•••••• P•••••• P•••
Corporate pensionWorcester, MA
Assets
$340M
Total assets, Dec 31, 2024 reported
Funded
89.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: T•• H•••••• I•••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing c••• 2.0%
- U.S. Government securities 11.4%
- I•••••••• company general account 3.2%
- C•••on/collective trusts 83.4%
Consultants and advisers
3 firms
- F••••••• I••••••••• General consultantthrough Dec 31, 2022 Form 5500
- F•• M••• T•••• C• Trusteethrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• 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
- F••••••• I••••••••• A•••• M•••15 rows, latest Dec 31, 2024
Commitments
15 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, 2024 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | p•••ed vehicle | $30.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• U••• L•• V•• E• C• •collective trust | F••••••• I••••••••• A•••• M••• | p•••ed vehicle | $33.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $90.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• I••••••••• D••••••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | p•••ed vehicle | $113M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• L••• D••••••• C••••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $15.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | p•••ed vehicle | $34.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• U••• L•• V•• E• C• •collective trust | F••••••• I••••••••• A•••• M••• | p•••ed vehicle | $35.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $109M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• I••••••••• D••••••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | p•••ed vehicle | $117M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• L••• D••••••• C••••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $18.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• U••• L•• V•• E• C• •collective trust | F••••••• I••••••••• A•••• M••• | p•••ed vehicle | $37.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $109M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• I••••••••• D••••••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | p•••ed vehicle | $118M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• L••• D••••••• C••••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $20.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | p•••ed vehicle | $36.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$973,293 (2023-12) · $1.1M (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 | 6,076 | $363M | $368M | 89.0% | $340M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 6,202 | $372M | $381M | 90.5% | $363M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 6,332 | $478M | $396M | 102.0% | $372M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F••••••• Management Trust Company codes 21 51 $958,336 PY2024
- F••••••• I••••••••• Operations codes 13 16 65 $20,470 PY2024
- F••• U••• L•• V•• E• C• • Sched. D C $33.9M PY2024
- F••• 8••• Yr Crp Bd Cp -a Sched. D C $90.1M PY2024
- F••• L••• Corp a Or B••••• C••• Sched. D C $30.7M PY2024
- F••• Int D••••••• P••• Sched. D C $113M PY2024
- F••• L••• D••••••• C••••••••• P••• Sched. D C $15.9M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- F••••••• Management Trust Company codes 21 51 $973,293 PY2023
- F••••••• I••••••••• Operations codes 13 16 65 $27,120 PY2023
- F••• U••• L•• V•• E• C• • Sched. D C $35.6M PY2023
- F••• L••• Corp a Or B••••• C••• Sched. D C $34.3M PY2023
- F••• 8••• Yr Crp Bd Cp -a Sched. D C $109M PY2023
- F••• Int D••••••• P••• Sched. D C $117M PY2023
- F••• L••• D••••••• C••••••••• P••• Sched. D C $18.1M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- F••••••• Management Trust Company codes 21 51 $1.1M PY2022
- F••••••• I••••••••• Operations codes 13 16 65 $35,491 PY2022
- F••• Int D••••••• P••• Sched. D C $118M PY2022
- F••• L••• Corp a Or B••••• C••• Sched. D C $36.0M PY2022
- F••• U••• L•• V•• E• C• • Sched. D C $37.6M PY2022
- F••• L••• D••••••• C••••••••• P••• Sched. D C $20.6M PY2022
- F••• 8••• Yr Crp Bd Cp -a Sched. D C $109M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedT•• H•••••• I•••••••• G•••• C••• B•••••• P•••••• P••• funded ratio 102.0% -> 90.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•• H•••••• I•••••••• G•••• C••• B•••••• P•••••• P••• p••• assets $478M -> $372M (-22.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135129825-001
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.