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
Pension Plan of Together for Youth
Corporate pensionCanaan, NY
Assets
$84.3M
Total assets, Jun 30, 2025 reported
Funded
130.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Together for Youth
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 16.3%
- U.S. Government securities 10.0%
- Registered investment companies 72.1%
Consultants and advisers
2 firms
- Milliman, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Community Bank, Na Trusteethrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Jennison Associatesplan years 2023
- SVB Private Investmentplan years 2023
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
33 readings
Investment management fees
$197,214 (2024-06) · $182,885 (2023-06)
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 Jun 30, 2025 | 981 | $78.1M | $60.0M | 130.2% | $84.3M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 987 | $66.8M | $60.8M | 109.9% | $78.1M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 992 | $59.9M | $59.3M | 101.1% | $66.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Jennison Associates codes 28 51 $152,533 PY2024
- SVB Private Investment codes 28 51 $67,134 PY2024
- Milliman, Inc. codes 11 50 $65,197 PY2024
- Nottingham Trust codes 21 50 $43,847 PY2024
- Milliman, Inc. codes 11 PY2024
- Jennison Associates codes 28 51 $134,355 PY2023
- SVB Private Investment codes 28 51 $62,859 PY2023
- Milliman, Inc. codes 11 50 $60,799 PY2023
- Nottingham Trust codes 21 50 $40,294 PY2023
- Milliman, Inc. codes 11 PY2023
- Jennison Associates codes 28 51 $123,831 PY2022
- Milliman, Inc. codes 11 50 $84,357 PY2022
- Boston Private Bank codes 28 51 $59,054 PY2022
- Community Bank N.A. codes 21 50 $37,845 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
5 events
- Jul 1, 2024Funded status changedPension Plan of Together for Youth funded ratio 109.9% -> 130.2% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedPension Plan of Together for Youth plan assets $67M -> $78M (+16.9%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedPension Plan of Together for Youth total assets $67M -> $78M (+16.9%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedPension Plan of Together for Youth funded ratio 101.1% -> 109.9% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedPension Plan of Together for Youth plan assets $60M -> $67M (+11.5%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 141368125-001
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.