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
Northwell Health Cash Balance Plan
Corporate pensionWestbury, NY
Assets
n/a
Total assets, Dec 31, 2022 reported
Funded
116.1%
Jan 1, 2022
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Northwell Health, Inc.
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
8 firms
- Edgewood Management LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Rocaton Investment Advisors LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
- Conduent Hr Services LLC Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
24 managers on Schedule C
From Schedule C (investment management, code 28)
- Jennison Associatesplan years 2022
- Blackstoneplan years 2022
- Harding Loevner LPplan years 2022
- Eagle Capital Management, LLCplan years 2022
- MFS Institutional Advisorsplan years 2022
- Loomis Sayles Trust Companyplan years 2022
- HIG Capital Partners IVplan years 2022
- Burgundy Asset Management Ltd.plan years 2022
- Riverbridgeplan years 2022
- Mackay Shields Investmentplan years 2022
- Diamond Hill Capital Management Incplan years 2022
- Dodge & Coxplan years 2022
- Cohen & Steersplan years 2022
- Eagle Point Investment Advisorsplan years 2022
- Northwell Health, Inc.plan years 2022
- Invictus International Consulting,plan years 2022
- Apollo Nrp IIplan years 2022
- Patient Square Capital, LPplan years 2022
- Wheelock Street Capitalplan years 2022
- RCP Advisorsplan years 2022
- Argosy Capitalplan years 2022
- Reverence Capitalplan years 2022
- Pine Brook Capital Partnersplan years 2022
- Wellington Trust Companyplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 43,265 | $2.8B | $2.0B | 116.1% | $0 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Blackstone codes 28 $1.9M PY2022
- Northern Trust Company codes 21 $632,334 PY2022
- MFS Institutional Advisors codes 28 $602,810 PY2022
- Harding Loevner LP codes 51 $593,537 PY2022
- Edgewood Management LLC codes 27 $556,763 PY2022
- Eagle Capital Management, LLC codes 28 $498,490 PY2022
- Rocaton Investment Advisors codes 17 $399,867 PY2022
- USI Consulting Group, Inc. codes 11 $382,672 PY2022
- Wellington Trust Company codes 51 $370,367 PY2022
- Loomis Sayles Trust Company LLC codes 28 $309,718 PY2022
- HIG Capital Partners IV codes 28 $289,669 PY2022
- Burgundy Asset Management codes 51 $248,263 PY2022
- Towers Watson Pennsylvania Inc. codes 11 $241,497 PY2022
- Riverbridge Partners codes 28 $219,033 PY2022
- Mackay Shields codes 28 $213,039 PY2022
- Diamond Hill Capital Mgmt, Inc. codes 28 $202,632 PY2022
- Jennison Associates LLC codes 51 $200,645 PY2022
- Buck Consultants codes 11 $149,890 PY2022
- Morgan Lewis & Bockius codes 29 $144,977 PY2022
- Dodge & Cox codes 51 $130,186 PY2022
- Cohen & Steers codes 28 $119,337 PY2022
- Eagle Point Investment Advisors codes 28 $100,445 PY2022
- Northwell Cash Account codes 28 $98,376 PY2022
- Invictus International Consulting, codes 28 $90,934 PY2022
- Ernst & Young US LLP codes 10 $90,700 PY2022
- Apollo Nrp II codes 28 $64,680 PY2022
- Patient Square Capital codes 28 $58,012 PY2022
- Wheelock Street Capital codes 28 $56,930 PY2022
- RCP Advisors codes 28 $50,948 PY2022
- Conduent Hr Services LLC codes 11 $48,417 PY2022
- Argosy Capital codes 28 $37,579 PY2022
- Reverence Capital codes 28 $35,644 PY2022
- Pine Brook Capital Partners codes 28 $32,536 PY2022
- Jennison Institutional Growth Fund Sched. D C PY2022
- MFB Nt Collective Global Real Estat Sched. D C PY2022
- Aetna Fixed Income Sched. D C PY2022
- State Street Russell Lrg Cap Grwth Sched. D C PY2022
- State Street Russell Lrg Cap Value Sched. D C PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 113418133-004
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.