DFX Intelligence

Allocator Intelligence

Retirement Plan for Building and Maintenance Employees of Columbia University Properties

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $45.3M in assets, for 584 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$45.3M
Funded ratio
80.0%
Fund commitments
9
Managers
3
View relationshipsAsk DFX about this allocator
More
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (9)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Jun 2024, Retirement Plan for Building and Maintenance Employees of Columbia University Properties no longer reports 5-20 Yr US High Quality Corp Bond N (State Street Global Advisors Trust) (last held $2M at 2023-06-30; absent from the 2024-06-30 filing).

20 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
Retirement Plan for Building and Maintenance Employees of Columbia University Properties
Funds committed to
All 9
Managers

Relationship network

44 connected entities23 observed commitments8 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.

What stands out
Reading the network
  • 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 pensionShow
Corporate pension
Assets
$45.3M
Total assets, Jun 30, 2025 reported
Funded
80.0%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
9
2 managers on Schedule C
Plan sponsor: Trustees of Columbia University

Allocation policy

Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 100.0%

Consultants and advisers

2 firms

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

What changed

3 events
  • Jun 30, 2024Holding endedinference
    Retirement Plan for Building and Maintenance Employees of Columbia University Properties no longer reports 5-20 Yr US High Quality Corp Bond N (State Street Global Advisors Trust) (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2024Holding endedinference
    Retirement Plan for Building and Maintenance Employees of Columbia University Properties no longer reports State Street Real Asset Non-Lending (State Street Global Advisors Trust) (last held $1M at 2023-06-30; absent from the 2024-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Retirement Plan for Building and Maintenance Employees of Columbia University Properties funded ratio 87.8% -> 81.8% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

23 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 202520 Yr US High Quality Corp Bond Nlcollective trustState Street Global Advisors TrustFixed income$14.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Global Defensive Equity Nl Ctfcollective trustState Street Global Advisors Trust CompanyPublic equity$4.1M heldDisclosed holdingaskebsa.dol.gov

+20 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

33 readings
Total assets
$45.3M Jun 30, 2025 reported Form 5500
$43.3M (2024-06) · $43.6M (2023-06)
Plan assets
$45.0M Jul 1, 2024 reported Form 5500
$44.6M (2023-07) · $44.7M (2022-07)
Net assets
$45.0M Jun 30, 2025 reported Form 5500
$43.1M (2024-06) · $43.4M (2023-06)
Funded ratio
80.0% Jul 1, 2024 reported Form 5500
81.8% (2023-07) · 87.8% (2022-07)
Funding target
$51.6M Jul 1, 2024 reported Form 5500
$43.6M (2023-07) · $40.0M (2022-07)
Discount rate
5.34% Jul 1, 2024 reported Form 5500
5.36% (2023-07) · 5.52% (2022-07)
Participants
584 Jul 1, 2024 reported Form 5500
560 (2023-07) · 554 (2022-07)
Contributions
$1.7M Jun 30, 2025 reported Form 5500
$979,739 (2024-06) · $2.4M (2023-06)
Benefits paid
$2.2M Jun 30, 2025 reported Form 5500
$2.2M (2024-06) · $2.2M (2023-06)
Net investment income
$1.9M Jun 30, 2025 reported Form 5500
-$284,282 (2024-06) · $1.2M (2023-06)
Investment management fees
$102,282 Jun 30, 2025 reported Form 5500
$98,583 (2024-06) · $98,681 (2023-06)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025584$45.0M$51.6M80.0%$45.3MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024560$44.6M$43.6M81.8%$43.3MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023554$44.7M$40.0M87.8%$43.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+44 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

Identifiers: EIN-PN 135598093-007
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

3 dated events on the change ledger, latest event first
  • Holding in a pooled vehicle ended
    2024-06-30source on record
  • Holding in a pooled vehicle ended
    2024-06-30source on record
  • Funded status changed
    2023-07-01source on record

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

+5 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.