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
M&t Bank Corporation Pension Plan
Corporate pensionBuffalo, NY
Assets
$3.2B
Total assets, Dec 31, 2024 reported
Funded
104.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: M&t Bank
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 8.2%
- U.S. Government securities 8.7%
- Employer securities 4.2%
- Insurance company general account 0.3%
- Partnership/joint venture interests 14.8%
- Common/collective trusts 4.5%
- Registered investment companies 44.6%
- Common stock 14.4%
- Preferred stock 0.0%
Consultants and advisers
3 firms
- Mcsoley Mccoy & Co. General consultantthrough Dec 31, 2022 Form 5500
- HUB Retirement & Wealth Mgmt General consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Fidelity Investmentsplan years 2022
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Aristotle Collective Investment Trucollective trust | SEI Trust Company | Pooled vehicles | $15.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Growth Trustcollective trust | T. Rowe Price Trust Company | Public equity | $130M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 27,864 | $3.1B | $2.1B | 104.6% | $3.2B | $475M | n/a | n/a |
| 2023 to Dec 31, 2023 | 28,290 | $2.9B | $2.1B | 104.0% | $3.1B | $435M | $0 | $0 |
| 2022 to Dec 31, 2022 | 22,681 | $2.6B | $1.6B | 103.8% | $2.9B | $399M | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 50 $3.6M PY2024
- Pricewaterhouse Coopers LLP codes 10 50 $82,220 PY2024
- O'Melveny & Meyers LLP codes 29 50 $29,687 PY2024
- Alight Solutions LLC codes 15 50 $8,775 PY2024
- Aristotle Collective Invstmnt Trust Sched. D C $15.1M PY2024
- T. Rowe Price Largecap Growth Trust Sched. D C $130M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 50 $1.9M PY2023
- Fidelity Investments Institutional codes 28 51 52 $88,679 PY2023
- Pricewaterhouse Coopers LLP codes 10 50 $79,508 PY2023
- O'Melveny & Meyers LLP codes 29 50 $58,941 PY2023
- Alight Solutions LLC codes 15 50 $5,850 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 50 $1.9M PY2022
- O'Melveny & Meyers LLP codes 29 50 $292,215 PY2022
- Fidelity Investments Institutional codes 28 51 52 $196,032 PY2022
- Pricewaterhouse Coopers LLP codes 10 50 $65,244 PY2022
- K&l Gates LLP codes 29 50 $25,602 PY2022
- Mcsoley Mccoy & Co. codes 16 50 $24,500 PY2022
- PFK O'Connor Davies, LLP codes 16 50 $10,500 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship endedinferenceFidelity Investments Institutional no longer appears on M&t Bank Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMcsoley Mccoy & Co. no longer appears on M&t Bank Corporation Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Mcsoley Mccoy & Co.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePFK O'Connor Davies, LLP no longer appears on M&t Bank Corporation Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with HUB Retirement & Wealth Mgmtaskebsa.dol.gov
- Jan 1, 2023Assets changedM&t Bank Corporation Pension Plan plan assets $2.6B -> $2.9B (+13.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160538020-002
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.