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 Bank of New York Mellon Corporation Pension Plan

Corporate pensionPittsburgh, PA
Assets
$5.2B
Total assets, Dec 31, 2024 reported
Funded
150.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Bank of New York Mellon
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
19 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
33 readings
Total assets
$5.2B Dec 31, 2024 reported Form 5500
$5.3B (2023-12) · $5.0B (2022-12)
Plan assets
$5.3B Jan 1, 2024 reported Form 5500
$5.0B (2023-01) · $6.3B (2022-01)
Net assets
$5.2B Dec 31, 2024 reported Form 5500
$5.3B (2023-12) · $5.0B (2022-12)
Funded ratio
150.7% Jan 1, 2024 reported Form 5500
145.6% (2023-01) · 170.6% (2022-01)
Funding target
$3.7B Jan 1, 2024 reported Form 5500
$3.7B (2023-01) · $3.7B (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.38% (2022-01)
Participants
55,171 Jan 1, 2024 reported Form 5500
56,174 (2023-01) · 57,290 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$258M Dec 31, 2024 reported Form 5500
$234M (2023-12) · $260M (2022-12)
Net investment income
$-107M Dec 31, 2024 reported Form 5500
$275M (2023-12) · $-1.4B (2022-12)
Investment management fees
$12.1M Dec 31, 2024 reported Form 5500
$11.8M (2023-12) · $11.5M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202455,171$5.3B$3.7B150.7%$5.2Bn/a$5.2Bn/a
2023 to Dec 31, 202356,174$5.0B$3.7B145.6%$5.3Bn/a$5.3Bn/a
2022 to Dec 31, 202257,290$6.3B$3.7B170.6%$5.0Bn/a$5.0Bn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
12 events
  • Dec 31, 2024Consultant changedinference
    AON Consulting, Inc. appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Aonaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Reed Smith LLP no longer appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Reed Smith LLPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Legg Mason, Inc. no longer appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Legg Mason, Inc and Subsidiariesaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Loop Capital Markets LLC appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loop Capital Markets LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Russell Investments US no longer appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Russell Investments USaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    The Bank of New York Mellon Corporation Pension Plan funded ratio 145.6% -> 150.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Western Asset Management Inc appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Western Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Cohen and Buckmann PC no longer appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Cohen and Buckmann PCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Earnest Partners LLC appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Earnest Partnersaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Russell Investments US appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Russell Investments USaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Bank of New York Mellon Corporation Pension Plan funded ratio 170.6% -> 145.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Bank of New York Mellon Corporation Pension Plan plan assets $6.3B -> $5.0B (-21.6%, 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 135160382-001
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.