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
Newsguild of New York Consumer Reports Pension Pla
Corporate pensionYonkers, NY
Assets
$63,913
Total assets, Dec 31, 2024 reported
Funded
81.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Consumer Reports, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 75.7%
Consultants and advisers
4 firms
- The Angell Pension Group, Inc. Pension consultantthrough Dec 31, 2023 Form 5500
- BCG Pension Risk Consultants Inc Pension consultantthrough Dec 31, 2023 Form 5500
- Gallagher Fiduciary Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cheiron 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
- ABS Allegiance Real Estate2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- ABS Allegiance Real Estateplan years 2022
- Amalgamated Bankplan years 2022
Commitments
4 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, 2023 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Schroder Collective Investment Truscollective trust | SEI Trust Company | Pooled vehicles | $11.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Schroder Collective Investment Truscollective trust | SEI Trust Company | Pooled vehicles | $41.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$80,545 (2023-12) · $134,163 (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 | 181 | n/a | $0 | n/a | $63,913 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 498 | $61.9M | $59.2M | 81.6% | $33.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 522 | $68.8M | $61.2M | 91.9% | $62.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- I.E. Shaffer & Co. codes 13 50 $40,625 PY2024
- Gallagher Fiduciary Advisors LLC codes 27 28 50 $29,213 PY2024
- Chevy Chase Trust Company codes 28 $26,381 PY2024
- Ropes & Gray LLP codes 29 $17,765 PY2024
- Proskauer, Rose LLP codes 29 50 $17,302 PY2024
- Novak Francella codes 10 50 $15,000 PY2024
- Cheiron, Inc codes 11 50 $14,733 PY2024
- Schroder Collective Investment Trus Sched. D C PY2024
- ASB Allegiance Real Estate Fund Sched. D C PY2024
- Cheiron Inc. codes 11 PY2024
- Cheiron, Inc codes 11 50 $81,828 PY2023
- I.E. Shaffer & Co. codes 13 50 $80,625 PY2023
- The Angell Pension Group, Inc codes 17 $80,000 PY2023
- Gallagher Fiduciary Advisors LLC codes 27 28 50 $68,419 PY2023
- Proskauer, Rose LLP codes 29 50 $62,498 PY2023
- BCG Pension Risk Consultants codes 17 $17,750 PY2023
- Novak Francella codes 10 50 $15,000 PY2023
- Levy Ratner codes 29 $9,490 PY2023
- Amalgamated Bank codes 28 $6,825 PY2023
- State Street Global Advisors codes $5,301 PY2023
- ASB Allegiance Real Estate Fund Sched. D C $2.9M PY2023
- Schroder Collective Investment Trus Sched. D C $11.7M PY2023
- Cheiron Inc. codes 11 PY2023
- I.E. Shaffer & Co. codes 13 50 $75,000 PY2022
- Gallagher Fiduciary Advisors LLC codes 27 28 50 $63,776 PY2022
- Cheiron, Inc codes 11 50 $54,700 PY2022
- Chevy Chase Trust Company codes 28 $40,187 PY2022
- Amalgamated Bank codes 28 $30,200 PY2022
- Proskauer, Rose LLP codes 29 50 $20,032 PY2022
- Novak Francella codes 10 50 $15,000 PY2022
- Levy Ratner codes 29 $14,053 PY2022
- Msci All Country World Index Fund Sched. D C PY2022
- S&p 500 Tobacco Free Ctf Sched. D C PY2022
- ASB Allegiance Real Estate Fund Sched. D C $3.8M PY2022
- Schroder Collective Investment Trus Sched. D C $41.4M PY2022
- US Extended Market Sl Sched. D C PY2022
- Cheiron Inc. codes 11 PY2022
What changed
11 events
- Dec 31, 2024Manager relationship startedChevy Chase Trust Company appears on Newsguild of New York Consumer Reports Pension Pla's Schedule C as investment manager (plan year 2024 vs 2023)with ABS Allegiance Real Estateaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAmalgamated Bank no longer appears on Newsguild of New York Consumer Reports Pension Pla's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bankaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Angell Pension Group, Inc no longer appears on Newsguild of New York Consumer Reports Pension Pla's Schedule C as pension consultant (plan year 2024 vs 2023)with The Angell Pension Group, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBCG Pension Risk Consultants no longer appears on Newsguild of New York Consumer Reports Pension Pla's Schedule C as pension consultant (plan year 2024 vs 2023)with BCG Pension Risk Consultants Incaskebsa.dol.gov
- Dec 31, 2024Assets changedNewsguild of New York Consumer Reports Pension Pla total assets $34M -> $63,913 (-99.8%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceThe Angell Pension Group, Inc appears on Newsguild of New York Consumer Reports Pension Pla's Schedule C as pension consultant (plan year 2023 vs 2022)with The Angell Pension Group, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceChevy Chase Trust Company no longer appears on Newsguild of New York Consumer Reports Pension Pla's Schedule C as investment manager (plan year 2023 vs 2022)with ABS Allegiance Real Estateaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBCG Pension Risk Consultants appears on Newsguild of New York Consumer Reports Pension Pla's Schedule C as pension consultant (plan year 2023 vs 2022)with BCG Pension Risk Consultants Incaskebsa.dol.gov
- Dec 31, 2023Assets changedNewsguild of New York Consumer Reports Pension Pla total assets $62M -> $34M (-45.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedNewsguild of New York Consumer Reports Pension Pla funded ratio 91.9% -> 81.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNewsguild of New York Consumer Reports Pension Pla plan assets $69M -> $62M (-10.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131776434-001
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.