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
Partners' Pension Plan of Hughes Hubbard & Reed
Corporate pensionNEW York, NY
Assets
$15.1M
Total assets, Dec 31, 2024 reported
Funded
98.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
1 managers on Schedule C
Plan sponsor: Hughes Hubbard & Reed LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.0%
- Non-interest-bearing cash 94.2%
Consultants and advisers
2 firms
- October Three Consulting LLC Actuarythrough Dec 31, 2024 Form 5500
- Fidelity Investments 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
- Alliance Bernstein, L.P.2 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Alliance Bernstein, L.P.plan years 2024
- Alliancebernstein LPplan years 2022
Commitments
2 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, 2022 | AB Global Core Equity Trustcollective trust | Alliance Bernstein, L.P. | Public equity | $8.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | AB Global Strategic Core Equity Ctcollective trust | Alliance Bernstein, L.P. | Public equity | $13.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 Dec 31, 2024 | 186 | $97.4M | $86.7M | 98.6% | $15.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 190 | $87.5M | $77.9M | 108.2% | $97.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 178 | $103M | $73.7M | 112.1% | $87.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alliance Bernstein codes 28 51 $49,702 PY2024
- October Three Consulting LLC codes 11 50 $21,505 PY2024
- AB Global Core Equity Sched. D C PY2024
- AB Global Strategic Core Sched. D C PY2024
- October Three Consulting LLC codes 11 PY2024
- Alliance Bernstein codes 28 51 $152,152 PY2023
- AB Global Core Equity Sched. D C PY2023
- AB Global Strategic Core Sched. D C PY2023
- Fidelity Investments codes 11 PY2023
- Alliance Bernstein codes 28 51 $32,206 PY2022
- AB Global Core Equity Sched. D C $8.8M PY2022
- AB Global Strategic Core Sched. D C $13.1M PY2022
- Fidelity Investments codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedPartners' Pension Plan of Hughes Hubbard & Reed total assets $98M -> $15M (-84.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPartners' Pension Plan of Hughes Hubbard & Reed funded ratio 108.2% -> 98.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPartners' Pension Plan of Hughes Hubbard & Reed plan assets $87M -> $97M (+11.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPartners' Pension Plan of Hughes Hubbard & Reed total assets $87M -> $98M (+11.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPartners' Pension Plan of Hughes Hubbard & Reed funded ratio 112.1% -> 108.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPartners' Pension Plan of Hughes Hubbard & Reed plan assets $103M -> $87M (-15.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135605391-006
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.