NEW York Life Insurance Company Pension Plan
Corporate pension, based in NEW York, New York, reporting $4.0B in assets, for 22,808 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
2 more managers and 21 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Strategic Property Fund2 commitments
- Municipals 48-0012 commitments
- CAP Group Europacific Growth Trust2 commitments
- Mackay Shields16 commitments
- Jpmorgan Chase Bank, N.A.2 commitments
- Capital Guardian Trust Company2 commitments
Relationship network
34 connected entities24 observed commitments18 repeat counterparties23 dated commitments shown here, 2023 to 2024
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
›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 0.0%
- Non-interest-bearing cash 0.1%
- U.S. Government securities 6.9%
- Insurance company general account 51.3%
- Partnership/joint venture interests 1.8%
- Common/collective trusts 6.9%
- Pooled separate accounts 30.2%
- Real estate (other than employer real property) 2.8%
Consultants and advisers
- Nepc, LLC Pension consultantthrough Dec 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2023 Form 5500
People
Manager roster
- Mackay Shields16 rows, latest Dec 31, 2024
- Jpmorgan Chase Bank, N.A.2 rows, latest Dec 31, 2024
- Capital Guardian Trust Company2 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- GQG Partners LLCplan years
- Apogem Capital, LLCplan years 2023
- Fidelity Institutional Asset Mgmtplan years 2023
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | Jpmorgan Chase Bank, N.A. | Real estate | $41.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Municipals 48-001separate account | Mackay Shields | Pooled vehicles | $107M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CAP Group Europacific Growth Trustcollective trust | Capital Guardian Trust Company | Pooled vehicles | $83.7M held | Disclosed holding | askebsa.dol.gov |
+21 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Dec 31, 2024 | 22,808 | $4.1B | $3.7B | 89.0% | $4.0B | $69.6M | Not disclosed | $109M |
| 2023 to Dec 31, 2023 | 22,814 | $3.9B | $3.6B | 88.5% | $4.1B | $80.7M | Not disclosed | $110M |
- Apogem Capital, LLC codes 28 50 51 $4.1M PY2024
- Alight Solutions codes 15 64 $1.5M PY2024
- Fidelity Institutional Asset Mgmt codes 28 50 51 $893,948 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
NEW York Life Insurance Company Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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›Connections
every published relationship on the graph
+6 connections on the graph
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