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.

Taft-Hartley plan

The Cultural Institutions Pension Plan

Taft-Hartley planNEW York, NY
Assets
$1.7B
Total assets, Jun 30, 2025 reported
Funded
86.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
5 managers on Schedule C
Plan sponsor: The Cultural Institutions Retirement System
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 8.9%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 6.5%
  • U.S. Government securities 5.4%
  • Other investments 21.0%
  • Partnership/joint venture interests 32.4%
  • Registered investment companies 8.2%
  • Common stock 17.2%
Consultants and advisers
9 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
18 managers on Schedule C
From Schedule C (investment management, code 28)
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
30 readings
Total assets
$1.7B Jun 30, 2025 reported Form 5500
$1.6B (2024-06) · $1.5B (2023-06)
Plan assets
$1.5B Jul 1, 2024 reported Form 5500
$1.4B (2023-07) · $1.4B (2022-07)
Net assets
$1.7B Jun 30, 2025 reported Form 5500
$1.5B (2024-06) · $1.4B (2023-06)
Funded ratio
86.2% Jul 1, 2024 reported Form 5500
88.0% (2023-07) · 88.6% (2022-07)
Participants
24,083 Jul 1, 2024 reported Form 5500
23,430 (2023-07) · 21,271 (2022-07)
Contributions
$69.0M Jun 30, 2025 reported Form 5500
$65.8M (2024-06) · $58.6M (2023-06)
Benefits paid
$117M Jun 30, 2025 reported Form 5500
$112M (2024-06) · $109M (2023-06)
Net investment income
$135M Jun 30, 2025 reported Form 5500
$90.6M (2024-06) · $20.2M (2023-06)
Investment management fees
$6.1M Jun 30, 2025 reported Form 5500
$5.0M (2024-06) · $5.1M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202524,083n/an/an/a$1.7B$544Mn/an/a
2023 to Jun 30, 202423,430n/an/an/a$1.6B$483Mn/an/a
2022 to Jun 30, 202321,271n/an/an/a$1.5B$490Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
15 events
  • Dec 31, 2024Manager relationship endedinference
    Marathon Asset Management Ltd. no longer appears on The Cultural Institutions Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Marathon Londonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Rvk appears on The Cultural Institutions Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with RV Kuhns & Associatesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Silchester International Investors, no longer appears on The Cultural Institutions Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Silchester International Investoraskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Coronation appears on The Cultural Institutions Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Coronationaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Acadian Asset Management appears on The Cultural Institutions Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Acadian Asset Management Headquarteaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Sbarra & Company, Inc. appears on The Cultural Institutions Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Sbarra & Company, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Pacific Investment Mgmt. Co. appears on The Cultural Institutions Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Pacific Investmt Management Co LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Global Governance Advisors appears on The Cultural Institutions Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Global Governance Advisorsaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Nepc LLC appears on The Cultural Institutions Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Nepc, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Acadian Asset Management Hq no longer appears on The Cultural Institutions Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Acadian Asset Management Hqaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Miraimage appears on The Cultural Institutions Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Miraimageaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Blackrock no longer appears on The Cultural Institutions Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Blackrock Institutional Trust Co,naaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Rhumbline Advisers appears on The Cultural Institutions Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Rhumbline Advisers Corpaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Silchester International Investors, appears on The Cultural Institutions Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Silchester International Investoraskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Vulcan Value Partners no longer appears on The Cultural Institutions Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Vulcan Valueaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 112001170-001
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.