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AllocatorsPlancorporate pension100m-1b

Retirement Plan for Employees of Concord Hospital

Allocators

Concord, NH

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Search this name across graphsid dfx:al:5ad0ab19-d74a-4f07-bf58-5c5289807ede

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 11
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $413Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 92%
Participants: 6,353
Commitments: 9with an amount; holdings are counted apart
Managers: 6
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Silchester Int'l Value Equity Trust	Silchester International Investor	Public equity	$23.2M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Silchester Int'l Value Equity Trust	Silchester International Investor	Public equity	$18.4M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Marathon-London Inter Invt Trust 1	Marathon-London International Inves	Pooled vehicle	$12.9M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Marathon-London Inter Invt Trust 1	Marathon-London International Inves	Pooled vehicle	$12.3M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Cape Ann Global Developing Markets	Cape Ann Asset Management	Pooled vehicle	$9.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Wellington Trust Co Ctf Emerging Ma	Wellington	Pooled vehicle	$9.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Brandywine Global Investment Manage	Brandywine Global Investment Mgmt.	Pooled vehicle	$7.3M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
The Highclere International Investo	Highclere International Investors	Pooled vehicle	$5.2M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
The Highclere International Investo	Highclere International Investors	Pooled vehicle	$5.1M	Dec 31, 2024	103 12 ie	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 13 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$6.7M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$2.0M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	23	$95.8M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	2	$9.7M	Dec 31, 2024	Derived
103-12 investment entities	n/a	n/a	n/a	9	$36.4M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	62	$257M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Fidelity Investments	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Prime Buchholz LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Northern Trust Co.	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Milliman, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
The Vanguard Group	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Highclere International Investors	n/a	Dec 31, 2024	n/a	yes	fact
Wellington	n/a	Dec 31, 2023	n/a	yes	fact
Silchester International Investor	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Brandywine	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Silchester Tobacco Free	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wellington Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Highclere International Investors	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Cape Ann Asset Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Marathon London	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (8)

← Highclere International InvestorsInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← WellingtonManager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← Silchester Tobacco FreeManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Cape Ann Asset ManagementManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Marathon LondonInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← BrandywineInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Silchester International InvestorInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Sponsors (2)

← Concord Hospital, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500
← Capital Region Health Care CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ Milliman, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ The Vanguard GroupInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Prime Buchholz LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Fidelity InvestmentsInvestment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Retirement Plan for Employees of Concord Hospital first reports an interest in Cape Ann Global Developing Markets (Cape Ann Asset Management): $10M at 2024-12-31
Cape Ann Asset Management Form 5500observed 5 days ago
$9.7M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for Employees of Concord Hospital no longer reports Wellington Trust Co Ctf Emerging Ma (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
Wellington Trust Co Ctf Emerging Ma Form 5500observed 5 days ago
$9.5M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for Employees of Concord Hospital no longer reports Brandywine Global Investment Manage (Brandywine Global Investment Mgmt.) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
Brandywine Global Investment Mgmt.Form 5500observed 5 days ago
$7.3M
Occurred
Dec 31, 2023
Manager relationship ended
Silchester International Investors no longer appears on Retirement Plan for Employees of Concord Hospital's Schedule C as investment manager (plan year 2023 vs 2022)
Silchester Tobacco Free Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Silchester International Investor I appears on Retirement Plan for Employees of Concord Hospital's Schedule C as investment manager (plan year 2023 vs 2022)
Silchester International Investor Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Prime Buchholz & Associates no longer appears on Retirement Plan for Employees of Concord Hospital's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Prime Buchholz LLC Form 5500observed 5 days ago

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Retirement Plan for Employees of Concord Hospital plan assets $343M -> $379M (+10.5%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Retirement Plan for Employees of Concord Hospital funded ratio 97.0% -> 91.9% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Retirement Plan for Employees of Concord Hospital total assets $343M -> $380M (+10.6%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Retirement Plan for Employees of Concord Hospital plan assets $72M -> $343M (+380.1%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Plan for Employees of Concord Hospital funded ratio 118.1% -> 97.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:5ad0ab19-d74a-4f07-bf58-5c5289807ede
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.