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
The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan
Corporate pensionPiscataway, NJ
Assets
$58.3M
Total assets, Dec 31, 2024 reported
Funded
108.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Institute of Electrical and Electronics Engineers, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 29.3%
- Corporate debt instruments (preferred) 30.7%
- U.S. Government securities 23.9%
- Other investments 2.8%
- Common/collective trusts 0.5%
- Registered investment companies 5.6%
- Common stock 6.0%
Consultants and advisers
4 firms
- Income Research & Mgmt. Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- SIT Investment Assoc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- PWC US Consulting LLP 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
- BNY Mellon3 rows, latest Dec 31, 2024
Commitments
3 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, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $290,113 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $333,096 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $745,473 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$180,754 (2023-12) · $145,478 (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 | 731 | $62.4M | $57.3M | 108.9% | $58.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 754 | $60.5M | $58.6M | 103.2% | $62.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 788 | $87.4M | $58.8M | 148.6% | $60.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Income Research & Management codes 27 $169,757 PY2024
- Bank of New York Mellon codes 19 21 27 $37,682 PY2024
- SIT Investments Associates codes 27 $9,886 PY2024
- Short Term Investment Fund Sched. D C $290,113 PY2024
- PWC US Consulting LLP codes 11 PY2024
- Income Research & Management codes 27 $172,306 PY2023
- Bank of New York Mellon codes 19 21 27 $22,280 PY2023
- SIT Investments Associates codes 27 $8,448 PY2023
- Short Term Investment Fund Sched. D C $333,096 PY2023
- PWC US Consulting LLP codes 11 PY2023
- Income Research & Management codes 27 $200,931 PY2022
- Bank of New York Mellon codes 19 21 27 $28,906 PY2022
- SIT Investments Associates codes 27 $12,502 PY2022
- Short Term Investment Fund Sched. D C $745,473 PY2022
- PWC US Consulting LLP codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedThe Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan funded ratio 103.2% -> 108.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan funded ratio 148.6% -> 103.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan plan assets $87M -> $60M (-30.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131656633-001
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.