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AllocatorsPlancorporate pension100m-1b

Consolidated Pension Plan of Tufts Medicine, Inc.

Allocators

Burlington, MA

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Search this name across graphsid dfx:al:797254e8-8efa-4a18-99d1-7d58439c0753

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 1:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
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: $220Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 86%
Participants: 2,241
Commitments: 9with an amount; holdings are counted apart
Managers: 7
Funds: 8
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
Ir&m Long Credit Fund LLC	Income Research & Mgmt. Inc.	Private credit	$7.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ftse Rafi US 1000 Indx Nl Ctf Cm9m	Blackrock Investments, LLC	Pooled vehicle	$4.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
CIF II US Invgrade Corp Long Bond	Wellington Trust Company, Na	Fixed income	$3.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
20+ Year U.S. Treasury Strips Index	State Street Global Advisors Trust Company	Fixed income	$3.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
EB Temporary Investment	BNY Mellon	Pooled vehicle	$2.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
State Street Msci Eafe 100 Hedged	State Street Global Advisors Trust	Hedge diversifiers	$2.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ssga Long US Treasury Index Nl Fund	State Street Global Advisors Trust Company	Fixed income	$2.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Daily Msci Eafe Index Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$1.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
EB Temporary Investment	BNY Mellon	Pooled vehicle	$1.0M	Dec 31, 2023	Collective trust	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	1	$2.4M	Dec 31, 2024	Derived
Master trust investment accounts	n/a	n/a	n/a	99	$217M	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
Willis Towers Watson US LLC	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Nepc, LLC	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
State Street Global Advisors	custodian	Jan 1, 2023	Dec 31, 2023	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
Blackrock Investments, LLC	n/a	Dec 31, 2023	n/a	yes	fact
Wellington Trust Company	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

Manages for (2)

← Blackrock Investments, LLCManager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← Wellington Trust CompanyInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Sponsors (1)

← Tufts Medicine, Inc.Plan sponsorPlan sponsor
Jan 1, 2023 to presentfactForm 5500

Advised by (3)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Nepc, LLCInvestment consultantInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ State Street Global AdvisorsInvestment consultantcustodian
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Nepc, LLC no longer appears on Consolidated Pension Plan of Tufts Medicine, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Nepc, LLC Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Wellington Trust Company, N.A. no longer appears on Consolidated Pension Plan of Tufts Medicine, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
Wellington Trust Company Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Consolidated Pension Plan of Tufts Medicine, Inc. no longer reports CIF II US Invgrade Corp Long Bond (Wellington Fd) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
Wellington Trust Company, Na Form 5500observed 5 days ago
$3.7M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Consolidated Pension Plan of Tufts Medicine, Inc. no longer reports Ftse Rafi US 1000 Indx Nl Ctf Cm9m (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
Ftse Rafi US 1000 Indx Nl Ctf Cm9m Form 5500observed 5 days ago
$4.1M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Consolidated Pension Plan of Tufts Medicine, Inc. no longer reports State Street Msci Eafe 100 Hedged (State Street Global Advisors Trust) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
State Street Global Advisors Trust Form 5500observed 5 days ago
$2.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Consolidated Pension Plan of Tufts Medicine, Inc. no longer reports 20+ Year U.S. Treasury Strips Index (State Street Gbl Equity) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 5 days ago
$3.7M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Consolidated Pension Plan of Tufts Medicine, Inc. no longer reports Ssga Long US Treasury Index Nl Fund (State Street - Russell 2000) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 5 days ago
$2.2M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Consolidated Pension Plan of Tufts Medicine, Inc. no longer reports Daily Msci Eafe Index Nl Fund (State Street - Russell 2000) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 5 days ago
$1.9M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Consolidated Pension Plan of Tufts Medicine, Inc. no longer reports Ir&m Long Credit Fund LLC (Income Research & Mgmt. Inc.) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
Income Research & Mgmt. Inc.Form 5500observed 5 days ago
$7.4M

Show 2 bookkeeping events

Occurred
Jan 1, 2024
Consolidated Pension Plan of Tufts Medicine, Inc. plan assets $60M -> $228M (+280.0%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Consolidated Pension Plan of Tufts Medicine, Inc. funded ratio 80.3% -> 86.1% (2023-01-01 to 2024-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:797254e8-8efa-4a18-99d1-7d58439c0753
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.