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
The Museum of Modern Art Pension Plan
Corporate pensionNEW York, NY
Assets
$121M
Total assets, Jun 30, 2025 reported
Funded
101.7%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: The Museum of Modern Art
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.2%
- U.S. Government securities 46.3%
- Registered investment companies 49.4%
Consultants and advisers
3 firms
- CFS Investment Advisory Services Ll Trusteethrough Jun 30, 2024 Form 5500
- Milliman, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Northern Trust Co. 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)
- Income Research & Mgmt. Inc.plan years 2023
- Eagle Capital Management, LLCplan 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
$20,860 (2024-06) · $148,560 (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 | 730 | $117M | $107M | 101.7% | $121M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 746 | $108M | $107M | 101.8% | $118M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 751 | $98.2M | $103M | 99.1% | $108M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman codes 11 50 $98,104 PY2024
- CFS Consulting codes 50 $50,000 PY2024
- Northern Trust codes 21 27 50 $42,157 PY2024
- PKF O'Connor Davies, LLP codes 10 50 $39,848 PY2024
- Income Research & Management codes 28 51 $32,359 PY2024
- BNY Mellon codes 50 $21,063 PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman codes 11 50 $139,436 PY2023
- PKF O'Connor Davies, LLP codes 10 50 $38,500 PY2023
- Northern Trust codes 21 27 50 $30,533 PY2023
- Income Research & Management codes 28 51 $20,860 PY2023
- BNY Mellon codes 50 $20,693 PY2023
- Milliman, Inc. codes 11 PY2023
- Milliman codes 11 50 $88,740 PY2022
- Income Research & Management codes 28 51 $39,669 PY2022
- Northern Trust codes 21 27 50 $38,336 PY2022
- PKF O'Connor Davies, LLP codes 10 50 $38,000 PY2022
- BNY Mellon codes 50 $25,625 PY2022
- CFS Consulting codes 50 $25,000 PY2022
- Eagle Capital Management LLC codes 28 51 $19,931 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
2 events
- Dec 31, 2023Manager relationship endedinferenceEagle Capital Management LLC no longer appears on The Museum of Modern Art Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Eagle Capital Management, LLCaskebsa.dol.gov
- Jul 1, 2023Funded status changedThe Museum of Modern Art Pension Plan funded ratio 99.1% -> 101.8% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131624100-001
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.