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 Riverbay Corporation Retirement Plan
Corporate pensionBronx, NY
Assets
$37.3M
Total assets, Dec 31, 2024 reported
Funded
83.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Riverbay Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 2.2%
- Corporate debt instruments (other) 2.6%
- U.S. Government securities 3.8%
- Registered investment companies 63.4%
- Common stock 28.1%
Consultants and advisers
3 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Bpas Actuarial and Pension Services Actuarythrough Dec 31, 2022 Form 5500
- Community Bank, Na Custodianthrough 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)
- Massachusetts Mutual Life Insurance Companyplan 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
$144,851 (2023-12) · $176,681 (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 | 272 | $34.2M | $42.1M | 83.5% | $37.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 265 | $29.5M | $40.1M | 80.0% | $32.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 277 | $39.6M | $38.5M | 98.0% | $29.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney codes 27 28 50 $170,092 PY2024
- Bpas Actuarial and Pension Services codes 11 15 17 38 50 64 70 $34,281 PY2024
- Nottingham Trust codes 19 21 50 $14,969 PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- Morgan Stanley Smith Barney codes 27 28 50 $141,422 PY2023
- Bpas Actuarial and Pension Services codes 11 15 17 38 50 64 70 $49,621 PY2023
- Community Bank, Na codes 19 21 50 $13,452 PY2023
- Bpas Actuarial & Pension Services codes 11 PY2023
- Bpas Actuarial and Pension Services codes 11 15 17 38 50 64 70 $50,500 PY2022
- Massachusetts Mutual Life Ins. Co. codes 13 52 60 62 63 68 72 $15,050 PY2022
- Community Bank, Na codes 19 21 50 $9,485 PY2022
- Sia-Ol Sched. D P PY2022
- Sia-Qv Sched. D P PY2022
- Sia-Sd Sched. D P PY2022
- Sia-Ti Sched. D P PY2022
- Sia-Y Sched. D P PY2022
- Sia-C Sched. D P PY2022
- Sia-Cb Sched. D P PY2022
- Sia-Cw Sched. D P PY2022
- Sia-E Sched. D P PY2022
- Sia-F Sched. D P PY2022
- Sia-G Sched. D P PY2022
- Sia-Gd Sched. D P PY2022
- Sia-I Sched. D P PY2022
- Sia-Jj4 Sched. D P PY2022
- Sia-Nh Sched. D P PY2022
- Bpas Actuarial & Pension Services codes 11 PY2022
What changed
7 events
- Dec 31, 2024Assets changedThe Riverbay Corporation Retirement Plan total assets $33M -> $37M (+13.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedThe Riverbay Corporation Retirement Plan funded ratio 80.0% -> 83.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Riverbay Corporation Retirement Plan plan assets $30M -> $34M (+15.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedMorgan Stanley Smith Barney appears on The Riverbay Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedThe Riverbay Corporation Retirement Plan total assets $29M -> $33M (+13.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Riverbay Corporation Retirement Plan funded ratio 98.0% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Riverbay Corporation Retirement Plan plan assets $40M -> $30M (-25.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132571433-001
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.