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.
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Corporate pension
R••••••••• P••• f•• E•••••••• o• t•• C••••••• H••• C•••••••••
Corporate pensionNEW York, NY
Assets
$47.6M
Total assets, Jun 30, 2025 reported
Funded
108.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: C••••••• H••• C•••••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Corporate debt instruments (other) 7.8%
- U.S. Government securities 24.3%
- Insurance company general account 2.4%
- Common stock 64.2%
Consultants and advisers
2 firms
- B••• o• A•••••• Trusteethrough Jun 30, 2023 Form 5500
- M•••••••• I••• Actuarythrough Jun 30, 2023 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)
- M•••••• L••••••••• • S••••plan 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
$239,678 (2024-06) · $204,806 (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 | 413 | $43.1M | $39.7M | 108.8% | $47.6M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 415 | $38.2M | $39.5M | 96.7% | $43.1M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 374 | $34.5M | $35.7M | 96.8% | $38.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Merrill Lynch, Pierce, Fenner codes 28 51 $283,686 PY2024
- Milliman codes 11 50 $69,698 PY2024
- Bank of America codes 21 50 $33,938 PY2024
- Brighthouse Life Insurance Company codes 13 50 $5,097 PY2024
- Milliman, Inc. codes 11 PY2024
- Merrill Lynch, Pierce, Fenner codes 28 51 $239,678 PY2023
- Milliman codes 11 50 $97,079 PY2023
- Bank of America codes 21 50 $28,912 PY2023
- Brighthouse Life Insurance Company codes 13 50 $6,199 PY2023
- Milliman, Inc. codes 11 PY2023
- Merrill Lynch, Pierce, Fenner codes 28 51 $204,806 PY2022
- Bank of America codes 21 50 $24,623 PY2022
- Brighthouse Life Insurance Company codes 13 50 $7,180 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
5 events
- Jun 30, 2025Assets changedRetirement Plan for Employees of the Carnegie Hall Corporation total assets $43M -> $48M (+10.5%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedRetirement Plan for Employees of the Carnegie Hall Corporation funded ratio 96.7% -> 108.8% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedRetirement Plan for Employees of the Carnegie Hall Corporation plan assets $38M -> $43M (+12.8%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedRetirement Plan for Employees of the Carnegie Hall Corporation total assets $38M -> $43M (+12.8%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Assets changedRetirement Plan for Employees of the Carnegie Hall Corporation plan assets $35M -> $38M (+10.7%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131923626-001
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.