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
Lufthansa German Airlines Pension Plan for United States Employees
Corporate pensionUniondale, NY
Assets
$137M
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: Lufthansa German Airlines
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.9%
- Corporate debt instruments (other) 37.9%
- U.S. Government securities 0.1%
- Insurance company general account 2.4%
- Other investments 3.0%
- Common/collective trusts 48.0%
Consultants and advisers
3 firms
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
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
- Goldman Sachs Trust Company3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Goldman Sachs Asset Managementplan years 2022
Commitments
5 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 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $65.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $63.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $58.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$401,087 (2023-12) · $419,458 (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 | 1,743 | $149M | $128M | 80.0% | $137M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,792 | $147M | $135M | 80.0% | $149M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,859 | $205M | $140M | 91.7% | $147M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Buck Global, LLC codes 11 17 50 70 $584,098 PY2024
- Goldman Sachs Asset Management LP codes 28 50 51 52 56 $338,177 PY2024
- State Street Bank & Trust Company codes 19 25 28 50 51 52 62 63 99 $67,723 PY2024
- CAP Financial Partners, LLC codes 27 50 $26,522 PY2024
- GS Ct Intermediate Duration Credit Sched. D C $65.9M PY2024
- Russell 3000 Index Fund Sched. D C PY2024
- Buck Global, LLC codes 11 PY2024
- Buck Global, LLC codes 11 17 50 70 $398,979 PY2023
- Goldman Sachs Asset Management LP codes 28 50 51 52 56 $329,107 PY2023
- State Street Bank & Trust Company codes 19 25 28 50 51 52 62 63 99 $67,387 PY2023
- CAP Financial Partners, LLC codes 27 50 $25,750 PY2023
- Russell 3000 Index Fund Sched. D C $8.6M PY2023
- GS Ct Intermediate Duration Credit Sched. D C $63.1M PY2023
- Buck Global, LLC codes 11 PY2023
- Buck Global, LLC codes 11 17 50 70 $383,601 PY2022
- Goldman Sachs Asset Management LP codes 28 50 51 52 56 $367,644 PY2022
- State Street Bank & Trust Company codes 19 25 28 50 51 52 62 63 99 $69,765 PY2022
- CAP Financial Partners, LLC codes 27 50 $25,750 PY2022
- Russell 3000 Index Fund Sched. D C $7.4M PY2022
- GS Ct Intermediate Duration Credit Sched. D C $58.5M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2024Holding endedinferenceLufthansa German Airlines Pension Plan for United States Employees no longer reports Russell 3000 Index Fund (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)with Russell 3000 Index Fundaskebsa.dol.gov
- Jan 1, 2023Funded status changedLufthansa German Airlines Pension Plan for United States Employees funded ratio 91.7% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLufthansa German Airlines Pension Plan for United States Employees plan assets $205M -> $147M (-28.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131789847-333
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.