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

Retirement Income Plan for the Employees of the National Urban League

Corporate pensionNew York, NY
Assets
$171,762
Total assets, Dec 31, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2023
Commitments
3
none on the tape
Plan sponsor: National Urban League
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Insurance company general account 100.0%
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$6.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
12 readings
Total assets
$171,762 Dec 31, 2023 reported Form 5500
$18.3M (2022-12)
Net assets
$171,762 Dec 31, 2023 reported Form 5500
$18.3M (2022-12)
Participants
210 Jan 1, 2023 reported Form 5500
213 (2022-01)
Contributions
$1.2M Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$19.8M Dec 31, 2023 reported Form 5500
$1.3M (2022-12)
Net investment income
$-18.1M Dec 31, 2023 reported Form 5500
$-5.0M (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023210n/an/an/a$171,762n/an/an/a
2022 to Dec 31, 2022213n/an/an/a$18.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $52,638 PY2023
  • Prin Liquid Assets Sep Acct-R6 Sched. D P PY2023
  • Prin Ldi Long Duration Sa-R6 Sched. D P PY2023
  • Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P PY2023
  • Principal Life Insurance Company codes 13 50 64 $78,971 PY2022
  • Prin Liquid Assets Sep Acct-R6 Sched. D P $5.5M PY2022
  • Prin Ldi Long Duration Sa-R6 Sched. D P $5.9M PY2022
  • Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P $6.7M PY2022
What changed
1 events
  • Dec 31, 2023Assets changed
    Retirement Income Plan for the Employees of the National Urban League total assets $18M -> $171,762 (-99.1%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131840489-001
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.