The Cultural Institutions Pension Plan
Taft-Hartley plan, based in NEW York, New York, reporting $1.7B in assets, for 24,083 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Silchester International Investors, no longer appears on The Cultural Institutions Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
6 more advisers and 10 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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Relationship network
72 connected entities
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
- 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 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
- Global Governance Advisors General consultantthrough Jun 30, 2025 Form 5500
- Nepc, LLC General consultantthrough Jun 30, 2025 Form 5500
- Miraimage General consultantthrough Jun 30, 2025 Form 5500
+6 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
- Sbarra & Company, Inc.plan years 2025
- RV Kuhns & Associatesplan years 2025
- Acadian Asset Management Headquarteplan years 2025
+15 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 endedinferenceMarathon 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 startedRvk 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 changedinferenceSilchester 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 startedCoronation 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 startedAcadian 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
+10 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
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 Jun 30, 2025 | 24,083 | Not disclosed | Not disclosed | n/a | $1.7B | $544M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 23,430 | Not disclosed | Not disclosed | n/a | $1.6B | $483M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 21,271 | Not disclosed | Not disclosed | n/a | $1.5B | $490M | Not disclosed | Not disclosed |
- Arrowstreet Capital L.P. codes 28 $2.3M PY2024
- Strategic Investment Mgmt. codes 28 $1.9M PY2024
- Schulte Roth & Zabel codes 29 $896,690 PY2024
+118 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
Not yet on record: fund commitments.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
+12 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
+28 connections on the graph
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