Columbia University Retirement Plan - Local 241, Transport Workers Union of America
Corporate pension, based in NEW York, New York, reporting $176M in assets, for 1,704 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jul 2024, Columbia University Retirement Plan - Local 241, Transport Workers Union of America funded ratio 87.2% -> 80.0% (2023-07-01 to 2024-07-01).
19 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- US High Yield Bond Index3 commitments
- Global Defensive Equity Nl Ctf3 commitments
- State Street 20 Year U.S. Treasury3 commitments
- State Street Global Advisors Trust Company12 commitments
- State Street Global Advisors Trust7 commitments
- State Street Global Advisors Trust Company3 commitments
Relationship network
40 connected entities22 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.
- 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 pensionShowHide
Allocation policy
- Common/collective trusts 100.0%
Consultants and advisers
- State Street Global Advisors Custodianthrough Jun 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- State Street Global Advisors Trust Company12 rows, latest Jun 30, 2025
- State Street Global Advisors Trust7 rows, latest Jun 30, 2025
- State Street Global Advisors Trust Company3 rows, latest Jun 30, 2025
- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
What changed
- Jul 1, 2024Funded status changedColumbia University Retirement Plan - Local 241, Transport Workers Union of America funded ratio 87.2% -> 80.0% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceColumbia University Retirement Plan - Local 241, Transport Workers Union of America no longer reports State Street Real Asset Non-Lending (State Street Global Advisors Trust) (last held $5M at 2023-06-30; absent from the 2024-06-30 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Jul 1, 2023Funded status changedColumbia University Retirement Plan - Local 241, Transport Workers Union of America funded ratio 93.1% -> 87.2% (2022-07-01 to 2023-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | US High Yield Bond Indexcollective trust | State Street Global Advisors Trust Company | Fixed income | $12.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Global Defensive Equity Nl Ctfcollective trust | State Street Global Advisors Trust Company | Public equity | $15.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | State Street 20 Year U.S. Treasurycollective trust | State Street Global Advisors Trust | Fixed income | $29.9M held | Disclosed holding | askebsa.dol.gov |
+19 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
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,704 | $171M | $187M | 80.0% | $176M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,660 | $166M | $158M | 87.2% | $166M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,598 | $163M | $144M | 93.1% | $161M | Not disclosed | Not disclosed | Not disclosed |
- State Street Global Advisors codes 18 19 51 $237,454 PY2024
- Pricewaterhousecoopers LLP codes 10 50 $45,490 PY2024
- Willis Towers Watson US LLC codes 11 50 $42,738 PY2024
+42 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
Provenance
Record history
- Funded status changed2024-07-01source on record
- Holding in a pooled vehicle ended2024-06-30source on record
- Funded status changed2023-07-01source 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.