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
Retirement Plan for Employees of Greater New York Mutual Insurance Company
Corporate pensionNEW York, NY
Assets
$83.4M
Total assets, Jun 30, 2025 reported
Funded
100.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
10
none on the tape
Plan sponsor: Greater New York Mutual Insurance Company
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Corporate debt instruments (other) 43.3%
- U.S. Government securities 0.4%
- Pooled separate accounts 54.7%
Consultants and advisers
1 firms
- Segal Actuarythrough Jun 30, 2023 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
- Principal10 rows, latest Jun 30, 2025
Commitments
10 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 Jun 30, 2025 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $90,653 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $27.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Prin Capital Appr Sa-R3separate account | Principal | Pooled vehicles | $18.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $144,162 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $25.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Prin Capital Appr Sa-R3separate account | Principal | Pooled vehicles | $17.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $197,551 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $21.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Prin Capital Appr Sa-R3separate account | Principal | Pooled vehicles | $14.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Prin Equity Income Sa-Zseparate account | Principal | Fixed income | $43,703 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Jun 30, 2025 | 792 | $77.5M | $52.7M | 100.0% | $83.4M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 779 | $69.3M | $49.9M | 100.0% | $77.6M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 766 | $66.0M | $47.0M | 100.0% | $69.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $91,088 PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P $90,653 PY2024
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $27.4M PY2024
- Prin Capital Appr Sa-Z Sched. D P $18.2M PY2024
- Segal codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $94,229 PY2023
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $25.3M PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $144,162 PY2023
- Prin Capital Appr Sa-Z Sched. D P $17.1M PY2023
- Prin Equity Income Sa-Z Sched. D P PY2023
- Segal codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $87,229 PY2022
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $21.7M PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $197,551 PY2022
- Prin Equity Income Sa-Z Sched. D P $43,703 PY2022
- Prin Capital Appr Sa-Z Sched. D P $14.3M PY2022
- Segal codes 11 PY2022
What changed
3 events
- Jul 1, 2024Assets changedRetirement Plan for Employees of Greater New York Mutual Insurance Company plan assets $69M -> $77M (+11.9%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceRetirement Plan for Employees of Greater New York Mutual Insurance Company no longer reports Prin Equity Income Sa-Z (Principal) (last held $43,703 at 2023-06-30; absent from the 2024-06-30 filing)with Principalaskebsa.dol.gov
- Jun 30, 2024Assets changedRetirement Plan for Employees of Greater New York Mutual Insurance Company total assets $69M -> $78M (+11.9%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135117400-002
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.