The Metropolitan Museum of Art Retirement Plan for Covered Union Employees
Corporate pension, based in NEW York, New York, reporting $240M in assets, for 1,935 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jun 30, 2025, The Metropolitan Museum of Art Retirement Plan for Covered Union Employees first reports an interest in Wtc-Cif II Global Research Equity-E (Wellington Fd): $30M at 2025-06-30.
8 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Wtc-Cif II US Inv Grade Corp Long B3 commitments
- WTC Cif II US Long Treasury3 commitments
- Wtc-Cif II Small Cap Opp Portfolio3 commitments
- Wellington Trust Company, Na10 commitments
- GQG Partners LLC1 commitment
Relationship network
18 connected entities11 observed commitments4 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 2.0%
- Non-interest-bearing cash 0.1%
- U.S. Government securities 26.7%
- Common/collective trusts 57.2%
- Common stock 11.3%
Consultants and advisers
- Select Equity Group, L.P Investment adviser (plan)through Jun 30, 2023 Form 5500
- Jpmorgan Chase Bank, N.A. Trusteethrough Jun 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Wellington Trust Company, Na10 rows, latest Jun 30, 2025
- GQG Partners LLC1 row, latest Jun 30, 2023
- GQG Partners LLCplan years
- Wellington Managementplan years 2024
What changed
- Jun 30, 2025Holding startedThe Metropolitan Museum of Art Retirement Plan for Covered Union Employees first reports an interest in Wtc-Cif II Global Research Equity-E (Wellington Fd): $30M at 2025-06-30with Wellington Trust Company, Naaskebsa.dol.gov
- Jul 1, 2024Funded status changedThe Metropolitan Museum of Art Retirement Plan for Covered Union Employees funded ratio 125.5% -> 119.0% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceThe Metropolitan Museum of Art Retirement Plan for Covered Union Employees no longer reports GQG Partners Global Equity Fund Cit (last held $44M at 2023-06-30; absent from the 2024-06-30 filing)with GQG Partners Global Equity Fund Citaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceSelect Equity Group, L.P no longer appears on The Metropolitan Museum of Art Retirement Plan for Covered Union Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Select Equity Group, L.Paskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Wtc-Cif II US Inv Grade Corp Long Bcollective trust | Wellington Trust Company, Na | Pooled vehicles | $52.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | WTC Cif II US Long Treasurycollective trust | Wellington Trust Company, Na | Fixed income | $36.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wtc-Cif II Small Cap Opp Portfoliocollective trust | Wellington Trust Company, Na | Public equity | $17.4M held | Disclosed holding | askebsa.dol.gov |
+8 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,935 | $236M | $202M | 119.0% | $240M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,872 | $238M | $194M | 125.5% | $236M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,850 | $221M | $183M | 124.5% | $238M | Not disclosed | Not disclosed | Not disclosed |
- Wellington codes 51 68 $1.2M PY2024
- Jpmorgan Chase Bank, N.A. codes 21 50 62 99 $25,000 PY2024
- CIF II US Investment Grade Open-End Sched. D C $52.8M PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The Metropolitan Museum of Art Retirement Plan for Covered Union Employees sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-06-30source on record
- Funded status changed2024-07-01source on record
- Holding in a pooled vehicle ended2024-06-30source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+6 connections on the graph
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