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

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.

Corporate pensionNEW York, NY
Assets
$123M
Total assets, Dec 31, 2024 reported
Funded
89.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
45
none on the tape
Plan sponsor: Rockefeller Group International, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Common/collective trusts 95.4%
  • Pooled separate accounts 2.5%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
45 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Pooled Sa02separate accountAXA Equitable Life Ins CoPooled vehicles$352,074 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pooled Sa05separate accountAXA Equitable Life Ins CoPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treas. Jpm Embi Global Diversifiedcollective trustBlackrock Institutional Trust Company, N.A.Hedge / diversifiers$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024World Real Estate Sec Fdcollective trustBlackrock Institutional Trust Company, N.A.Real estate$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$752,400 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024High Yield Bond Fundcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$64.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024International Alpha Tilts Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Emerging Markets Alpha Tilts Fundcollective trustBlackrock Institutional Trust Company, N.A.Public equity$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 3000 Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pooled Sa02separate accountAXA Equitable Life Ins CoPooled vehicles$127,527 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pooled Sa05separate accountAXA Equitable Life Ins CoPooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treas. Jpm Embi Global Diversifiedcollective trustBlackrock Institutional Trust Company, N.A.Hedge / diversifiers$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023World Real Estate Sec Fdcollective trustBlackrock Institutional Trust Company, N.A.Real estate$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023High Yield Bond Fundcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$39.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023International Alpha Tilts Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$9.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Emerging Markets Alpha Tilts Fundcollective trustBlackrock Institutional Trust Company, N.A.Public equity$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 3000 Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$21.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pooled Sa02separate accountAXA Equitable Life Ins CoPooled vehicles$516,753 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pooled Sa05separate accountAXA Equitable Life Ins CoPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treas. Jpm Embi Global Diversifiedcollective trustBlackrock Institutional Trust Company, N.A.Hedge / diversifiers$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$670,859 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$440,286 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022World Real Estate Sec Fdcollective trustBlackrock Institutional Trust Company, N.A.Real estate$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022High Yield Bond Fundcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$42.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Alpha Tilts Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Emerging Markets Alpha Tilts Fundcollective trustBlackrock Institutional Trust Company, N.A.Public equity$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 3000 Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$16.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$123M Dec 31, 2024 reported Form 5500
$121M (2023-12) · $115M (2022-12)
Plan assets
$118M Jan 1, 2024 reported Form 5500
$111M (2023-01) · $157M (2022-01)
Net assets
$122M Dec 31, 2024 reported Form 5500
$118M (2023-12) · $111M (2022-12)
Funded ratio
89.4% Jan 1, 2024 reported Form 5500
85.3% (2023-01) · 115.7% (2022-01)
Funding target
$106M Jan 1, 2024 reported Form 5500
$107M (2023-01) · $103M (2022-01)
Discount rate
5.23% Jan 1, 2024 reported Form 5500
5.31% (2023-01) · 5.47% (2022-01)
Participants
496 Jan 1, 2024 reported Form 5500
509 (2023-01) · 526 (2022-01)
Contributions
$10.4M Dec 31, 2024 reported Form 5500
$3.4M (2023-12) · $5.8M (2022-12)
Benefits paid
$6.1M Dec 31, 2024 reported Form 5500
$8.8M (2023-12) · $8.9M (2022-12)
Net investment income
$4.4M Dec 31, 2024 reported Form 5500
$6.9M (2023-12) · $-45.5M (2022-12)
Investment management fees
$437,348 Dec 31, 2024 reported Form 5500
$294,015 (2023-12) · $50,000 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024496$118M$106M89.4%$123Mn/an/an/a
2023 to Dec 31, 2023509$111M$107M85.3%$121Mn/an/an/a
2022 to Dec 31, 2022526$157M$103M115.7%$115Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Blackrock Institutional Trust Co. codes 28 50 51 $374,848 PY2024
  • Milliman, Inc. codes 11 15 50 $137,192 PY2024
  • Demarche Associates codes 28 50 51 $50,000 PY2024
  • BDO USA, LLP codes 10 50 $30,100 PY2024
  • Bank of America codes 21 50 $27,277 PY2024
  • Pooled Sa02 Sched. D P $352,074 PY2024
  • Pooled Sa05 Sched. D P $2.8M PY2024
  • Treas. Jpm Embi Global Diversified Sched. D C $1.9M PY2024
  • Treasury US 25+ Year Key Rate Fund Sched. D C $6.7M PY2024
  • Treasury US 10 Year Key Rate Fund Sched. D C $1.8M PY2024
  • Treasury US 5 Year Key Rate Fund Sched. D C $1.2M PY2024
  • Intermediate Government Bif Sched. D C $11.5M PY2024
  • World Real Estate Fund Sched. D C $1.8M PY2024
  • Treasury US 20 Year Key Rate Fund Sched. D C $752,400 PY2024
  • High Yield Bond Fund Sched. D C $4.4M PY2024
  • Long Dur. Corp. Credit Screened Fd. Sched. D C $64.2M PY2024
  • Treasury US 15 Year Key Rate Fund Sched. D C $1.3M PY2024
  • International Alpha Tils Fund Sched. D C $6.1M PY2024
  • Emerging Markets Alpha Tils Fund Sched. D C $2.5M PY2024
  • Russell 3000 Index Fund Sched. D C $14.2M PY2024
  • Milliman, Inc. codes 11 PY2024
  • Blackrock Institutional Trust Co. codes 51 $231,515 PY2023
  • Milliman, Inc. codes 11 50 $171,693 PY2023
  • Demarche Associates codes 28 50 $50,000 PY2023
  • BDO USA, LLP codes 10 50 $28,796 PY2023
  • Bank of America codes 21 50 $25,864 PY2023
  • Pooled Sa05 Sched. D P $4.4M PY2023
  • Treas. Jpm Embi Global Diversified Sched. D C $3.3M PY2023
  • Treasury US 25+ Year Key Rate Fund Sched. D C $10.9M PY2023
  • Treasury US 10 Year Key Rate Fund Sched. D C $4.1M PY2023
  • Treasury US 5 Year Key Rate Fund Sched. D C $1.2M PY2023
  • Intermediate Government Bif Sched. D C $2.6M PY2023
  • World Real Estate Fund Sched. D C $2.4M PY2023
  • Treasury US 20 Year Key Rate Fund Sched. D C $2.5M PY2023
  • High Yield Bond Fund Sched. D C $5.7M PY2023
  • Long Dur. Corp. Credit Screened Fd. Sched. D C $39.4M PY2023
  • Treasury US 15 Year Key Rate Fund Sched. D C $3.1M PY2023
  • International Alpha Tils Fund Sched. D C $9.1M PY2023
  • Emerging Markets Alpha Tils Fund Sched. D C $3.5M PY2023
  • Russell 3000 Index Fund Sched. D C $21.5M PY2023
  • Pooled Sa02 Sched. D P $127,527 PY2023
  • Milliman, Inc. codes 11 PY2023
  • Milliman, Inc. codes 11 50 $140,791 PY2022
  • Demarche Associates codes 28 50 $50,000 PY2022
  • Bank of America codes 21 50 $29,269 PY2022
  • BDO USA, LLP codes 10 50 $26,100 PY2022
  • Pooled Sa02 Sched. D P $516,753 PY2022
  • Pooled Sa05 Sched. D P $4.2M PY2022
  • Treas. Jpm Embi Global Diversified Sched. D C $3.1M PY2022
  • Treasury US 25+ Year Key Rate Fund Sched. D C $4.8M PY2022
  • Treasury US 10 Year Key Rate Fund Sched. D C $3.0M PY2022
  • Treasury US 5 Year Key Rate Fund Sched. D C $670,859 PY2022
  • Intermediate Government Bif Sched. D C $440,286 PY2022
  • World Real Estate Fund Sched. D C $3.7M PY2022
  • Treasury US 20 Year Key Rate Fund Sched. D C $2.6M PY2022
  • High Yield Bond Fund Sched. D C $3.7M PY2022
  • Long Dur. Corp. Credit Screened Fd. Sched. D C $42.8M PY2022
  • Treasury US 15 Year Key Rate Fund Sched. D C $1.9M PY2022
  • International Alpha Tils Fund Sched. D C $11.6M PY2022
  • Emerging Markets Alpha Tils Fund Sched. D C $3.7M PY2022
  • Russell 3000 Index Fund Sched. D C $16.3M PY2022
  • Milliman, Inc. codes 11 PY2022
What changed
4 events
  • Dec 31, 2024Manager relationship started
    Blackrock Institutional Trust Co. appears on Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Blackrock Institutional Trust Co,naaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. funded ratio 85.3% -> 89.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. funded ratio 115.7% -> 85.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. plan assets $157M -> $111M (-29.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133975924-001
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.