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AllocatorsPlancorporate pension1b-10b

Harvard University Retirement Plan

Allocators

Cambridge, MA

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Search this name across graphsid dfx:al:c93758c5-6695-40c7-bfdf-92e949c7a236

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, 4:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
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: $1.6Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 79%
Participants: 8,916
Commitments: 16with 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
Seaport Long Duration Collective in	Global Trust Company	Fixed income	$399M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Seaport Long Duration Collective in	Global Trust Company	Fixed income	$377M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Seaport Long Duration Collective in	Global Trust Company	Fixed income	$351M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Wellington Cif II Long Bond Portfol	Wellington Management	Fixed income	$230M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Wellington Cif II Long Bond Portfol	Wellington Management	Fixed income	$215M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Wellington Cif II Long Bond Portfol	Wellington Management	Fixed income	$207M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Black Creek Master Collective Inves	Sei	Pooled vehicle	$44.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Black Creek Master Collective Inves	Sei	Pooled vehicle	$43.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Black Creek Master Collective Inves	Sei	Pooled vehicle	$37.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
BNY Mellon Db Nsl Eff Beta Fa Fund	BNY Mellon	Pooled vehicle	$36.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
BNY Mellon Db Nsl Eff Beta Fa Fund	BNY Mellon	Pooled vehicle	$35.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Vanguard Total Stock Market Index T	The Vanguard Group	Public equity	$27.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Vanguard Total Stock Market Index T	The Vanguard Group	Public equity	$26.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Tiaa Real Estate	Tiaa	Real estate	$7.5M	Dec 31, 2022	Separate account	Dol form 5500 pension
Tiaa Real Estate	Tiaa	Real estate	$5.9M	Dec 31, 2023	Separate account	Dol form 5500 pension
Tiaa Real Estate	Tiaa	Real estate	$5.3M	Dec 31, 2024	Separate account	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; 21 rows folded into 7

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$5.2M	Dec 31, 2024	Derived
Insurance company general account	n/a	n/a	n/a	13	$210M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	1	$17.0M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	0	$984,904	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	48	$742M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	0	$5.3M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	36	$563M	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	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	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
Tiaa	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wellington Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← President and Fellows of Harvard CollegeAllocatorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Willis Towers WatsonInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (2)

← TiaaInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Harvard University Retirement Plan no longer reports BNY Mellon Db Nsl Eff Beta Fa Fund (BNY Mellon) (last held $35M at 2023-12-31; absent from the 2024-12-31 filing)
BNY Mellon Form 5500observed 4 days ago
$35.1M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Harvard University Retirement Plan first reports an interest in Vanguard Total Stock Market Index T (The Vanguard Group): $27M at 2023-12-31
The Vanguard Group Form 5500observed 4 days ago
$26.9M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Harvard University Retirement Plan funded ratio 81.1% -> 78.9% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Harvard University Retirement Plan plan assets $1.1B -> $791M (-25.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Harvard University Retirement Plan funded ratio 92.0% -> 81.1% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:c93758c5-6695-40c7-bfdf-92e949c7a236
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.