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

The New York Times Companies Pension Plan

Corporate pensionNEW York, NY
Assets
$985M
Total assets, Dec 31, 2024 reported
Funded
86.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
19
1 managers on Schedule C
Plan sponsor: The New York Times Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Corporate debt instruments (other) 50.9%
  • Corporate debt instruments (preferred) 1.0%
  • U.S. Government securities 6.6%
  • Other investments 3.4%
  • Partnership/joint venture interests 0.3%
  • Common/collective trusts 25.9%
  • Registered investment companies 7.3%
  • Common stock 2.7%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
19 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$16.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Short-Term Investment Fundcollective trustBlackrock Institutional Trust Company, N.A.Cash$38.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$112M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$16.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Russell 1000 Indexcollective trustNorthern Trust Collective Eafe IndePooled vehicles$56.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$157M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Russell 1000 Indexcollective trustNorthern Trust Collective Eafe IndePooled vehicles$50.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$69.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$150M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$19.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$985M Dec 31, 2024 reported Form 5500
$1.1B (2023-12) · $1.1B (2022-12)
Plan assets
$1.1B Jan 1, 2024 reported Form 5500
$1.1B (2023-01) · $1.5B (2022-01)
Net assets
$985M Dec 31, 2024 reported Form 5500
$1.1B (2023-12) · $1.1B (2022-12)
Funded ratio
86.1% Jan 1, 2024 reported Form 5500
80.4% (2023-01) · 107.1% (2022-01)
Funding target
$1.0B Jan 1, 2024 reported Form 5500
$1.1B (2023-01) · $1.1B (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.38% (2022-01)
Participants
5,926 Jan 1, 2024 reported Form 5500
6,539 (2023-01) · 6,580 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$72.5M Dec 31, 2024 reported Form 5500
$108M (2023-12) · $71.6M (2022-12)
Net investment income
$-70.2M Dec 31, 2024 reported Form 5500
$-14.5M (2023-12) · $-390M (2022-12)
Investment management fees
$1.4M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $2.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,926$1.1B$1.0B86.1%$985M$2.7Mn/an/a
2023 to Dec 31, 20236,539$1.1B$1.1B80.4%$1.1B$3.9Mn/an/a
2022 to Dec 31, 20226,580$1.5B$1.1B107.1%$1.1B$4.3Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
11 events
  • Dec 31, 2024Holding started
    The New York Times Companies Pension Plan first reports an interest in Short-Term Investment Fund: $38M at 2024-12-31
    with Short-Term Investment Fundaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Vanguard Group appears on The New York Times Companies Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with The Vanguard Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Massachusetts Mutual Life Insurance no longer appears on The New York Times Companies Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Massachusetts Mutual Life Insurance Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Rothschild Asset Management Inc. no longer appears on The New York Times Companies Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Rothschild Asset Management Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Great Lakes Advisors Inc no longer appears on The New York Times Companies Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Great Lakes Advisorsaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    The New York Times Companies Pension Plan funded ratio 80.4% -> 86.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    The New York Times Companies Pension Plan first reports an interest in NT Collective Russell 1000 Index (Northern Trust Collective Eafe Inde): $51M at 2023-12-31
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    The New York Times Companies Pension Plan no longer reports NT Collective S&p 500 Index Fund (Northern Trust Collective Eafe Inde) (last held $70M at 2022-12-31; absent from the 2023-12-31 filing)
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Great Lakes Advisors Inc appears on The New York Times Companies Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Great Lakes Advisorsaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The New York Times Companies Pension Plan funded ratio 107.1% -> 80.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The New York Times Companies Pension Plan plan assets $1.5B -> $1.1B (-26.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131102020-010
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.