Division 1181 Atu - NY Employees Pension Fund and Plan
Taft-Hartley plan, based in Valley Stream, New York, reporting $825M in assets, for 13,861 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, BNY Mellon no longer appears on Division 1181 Atu - NY Employees Pension Fund and Plan's Schedule C as investment manager (plan year 2024 vs 2023).
9 more advisers, 2 more managers, 12 more commitments and 6 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Core Active Bond Fund3 commitments
- Longview Total Market 1500 Idx Fund3 commitments
- Intech Collective Investment Trust3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Amalgamated Bank of New York3 commitments
- SEI Trust Company3 commitments
Relationship network
58 connected entities15 observed commitments11 repeat counterparties9 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 2.5%
- Corporate debt instruments (preferred) 1.2%
- U.S. Government securities 5.6%
- Other investments 19.2%
- 103-12 investment entities 8.5%
- Common/collective trusts 52.8%
- Preferred stock 9.1%
Consultants and advisers
- Cheiron Pension consultantActuarythrough Aug 31, 2024 Form 5500
- Syntonic Systems, Inc. General consultantthrough Aug 31, 2023 Form 5500
- MSI Technologies Inc. General consultantthrough Aug 31, 2023 Form 5500
+9 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Blackrock Institutional Trust Company, N.A.3 rows, latest Aug 31, 2025
- Amalgamated Bank of New York3 rows, latest Aug 31, 2025
- SEI Trust Company3 rows, latest Aug 31, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Dimensional Fund Advisors, LPplan years 2023, 2025
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceBNY Mellon no longer appears on Division 1181 Atu - NY Employees Pension Fund and Plan's Schedule C as investment manager (plan year 2024 vs 2023)with BNY Mellonaskebsa.dol.gov
- Sep 1, 2024Assets changedDivision 1181 Atu - NY Employees Pension Fund and Plan plan assets $687M -> $763M (+11.1%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Holding startedDivision 1181 Atu - NY Employees Pension Fund and Plan first reports an interest in EB Dv Nsl Acwi Ex-Us Fund (BNY Mellon): $34M at 2024-08-31with BNY Mellonaskebsa.dol.gov
- Aug 31, 2024Holding endedinferenceDivision 1181 Atu - NY Employees Pension Fund and Plan no longer reports Bnym-M Db Sl Int Credit Bif (BNY Mellon) (last held $28M at 2023-08-31; absent from the 2024-08-31 filing)with BNY Mellonaskebsa.dol.gov
- Aug 31, 2024Assets changedDivision 1181 Atu - NY Employees Pension Fund and Plan total assets $693M -> $767M (+10.7%, 2023-08-31 to 2024-08-31)
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Core Active Bond Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $79.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Longview Total Market 1500 Idx Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $178M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Intech Collective Investment Trustcollective trust | SEI Trust Company | Pooled vehicles | $97.4M held | Disclosed holding | askebsa.dol.gov |
+12 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 13,861 | Not disclosed | Not disclosed | n/a | $825M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 13,702 | Not disclosed | Not disclosed | n/a | $767M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 13,428 | Not disclosed | Not disclosed | n/a | $693M | Not disclosed | Not disclosed | Not disclosed |
- American Realty Advisors codes 28 51 $752,535 PY2024
- Slevin and Hart codes 29 50 $591,400 PY2024
- SEI Trust Company codes 19 21 24 27 28 51 $323,242 PY2024
+91 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Division 1181 Atu - NY Employees Pension Fund and Plan sits on 20 traced paths of capital across the graphs.
DFX traced 20 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Total assets changed2024-09-01source on record
- Holding in a pooled vehicle started2024-08-31source on record
+8 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+24 connections on the graph
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