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 Cravath, Swaine & Moore LLP
Corporate pensionNEW York, NY
Assets
$154M
Total assets, Dec 31, 2024 reported
Funded
111.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Cravath, Swaine & Moore LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 17.4%
- Corporate debt instruments (other) 9.2%
- Corporate debt instruments (preferred) 54.9%
- U.S. Government securities 14.3%
- Other investments 2.0%
Consultants and advisers
4 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2024 Form 5500
- State Street Bank & Trust Company CustodianDirected trusteethrough Dec 31, 2024 Form 5500
- Deloitte Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Income Research & Mgmt. Inc.plan years 2024
- Ruane Cunniff & Goldfarb Inc.plan years 2022
- First Manhattan Co.plan 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
33 readings
Investment management fees
$205,816 (2023-12) · $439,203 (2022-12)
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 Dec 31, 2024 | 908 | $190M | $170M | 111.6% | $154M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 919 | $169M | $169M | 100.0% | $189M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 925 | $211M | $162M | 130.5% | $169M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman codes 11 $645,656 PY2024
- Morgan Stanley Smith Barney LLC codes 27 50 72 $446,085 PY2024
- State Street Bank & Trust Company codes 19 25 28 62 99 $190,536 PY2024
- Income Research + Management codes 28 $120,249 PY2024
- First Manhattan Co. codes 28 $76,568 PY2024
- Barrow Lent LLP codes 29 $66,235 PY2024
- Pricewaterhousecoopers LLP codes 10 $45,700 PY2024
- Deloitte Consulting LLP codes 11 PY2024
- First Manhattan Co. codes 28 $205,816 PY2023
- State Street Bank & Trust Company codes 25 28 62 99 $152,905 PY2023
- Pricewaterhousecoopers LLP codes 10 $45,700 PY2023
- Deloitte Consulting LLP codes 11 PY2023
- Ruane, Cunniff & Goldfarb Inc. codes 28 $222,306 PY2022
- First Manhattan Co. codes 28 $216,897 PY2022
- State Street Bank & Trust Company codes 25 28 62 99 $148,068 PY2022
- Pricewaterhousecoopers LLP codes 10 $44,700 PY2022
- Deloitte Consulting LLP codes 11 PY2022
What changed
9 events
- Dec 31, 2024Consultant changedinferenceMorgan Stanley Smith Barney LLC appears on Pension Plan of Cravath, Swaine & Moore LLP's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedIncome Research + Management appears on Pension Plan of Cravath, Swaine & Moore LLP's Schedule C as investment manager (plan year 2024 vs 2023)with Income Research & Mgmt. Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedPension Plan of Cravath, Swaine & Moore LLP total assets $189M -> $154M (-18.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPension Plan of Cravath, Swaine & Moore LLP funded ratio 100.0% -> 111.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPension Plan of Cravath, Swaine & Moore LLP plan assets $169M -> $190M (+12.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceRuane, Cunniff & Goldfarb Inc. no longer appears on Pension Plan of Cravath, Swaine & Moore LLP's Schedule C as investment manager (plan year 2023 vs 2022)with Ruane Cunniff & Goldfarb Inc.askebsa.dol.gov
- Dec 31, 2023Assets changedPension Plan of Cravath, Swaine & Moore LLP total assets $169M -> $189M (+11.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan of Cravath, Swaine & Moore LLP funded ratio 130.5% -> 100.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan of Cravath, Swaine & Moore LLP plan assets $211M -> $169M (-19.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135015405-002
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.