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

NYU Langone Hospitals Retirement Plan

Corporate pensionNEW York, NY
Assets
$1.5B
Total assets, Dec 31, 2024 reported
Funded
93.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: NYU Langone Hospitals
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.7%
  • Corporate debt instruments (other) 18.0%
  • U.S. Government securities 1.0%
  • Other investments 0.0%
  • Common/collective trusts 10.6%
  • Registered investment companies 64.0%
Consultants and advisers
3 firms
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
From Schedule C (investment management, code 28)
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Conestoga Small Cap Growth Fundcollective trustComerica Bank & Trust, National AssociationPublic equity$65.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Silchester Int'l Value Equity Trustcollective trustSilchester International InvestorPublic equity$70.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sprucegrove International Cit Fundcollective trustSEI Trust CompanyPooled vehicles$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Conestoga Small Cap Growth Fundcollective trustComerica Bank & Trust, National AssociationPublic equity$59.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Silchester Int'l Value Equity Trustcollective trustSilchester International InvestorPublic equity$69.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sprucegrove International Cit Fundcollective trustSEI Trust CompanyPooled vehicles$9.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$1.5B Dec 31, 2024 reported Form 5500
$1.4B (2023-12) · $1.2B (2022-12)
Plan assets
$1.4B Jan 1, 2024 reported Form 5500
$1.2B (2023-01) · $1.7B (2022-01)
Net assets
$1.5B Dec 31, 2024 reported Form 5500
$1.4B (2023-12) · $1.2B (2022-12)
Funded ratio
93.2% Jan 1, 2024 reported Form 5500
91.3% (2023-01) · 110.5% (2022-01)
Funding target
$1.5B Jan 1, 2024 reported Form 5500
$1.5B (2023-01) · $1.4B (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.28% (2023-01) · 5.46% (2022-01)
Participants
13,766 Jan 1, 2024 reported Form 5500
13,867 (2023-01) · 13,587 (2022-01)
Contributions
$63.8M Dec 31, 2024 reported Form 5500
$45.4M (2023-12) · $0 (2022-12)
Benefits paid
$82.5M Dec 31, 2024 reported Form 5500
$78.5M (2023-12) · $81.7M (2022-12)
Net investment income
$85.0M Dec 31, 2024 reported Form 5500
$143M (2023-12) · $-422M (2022-12)
Investment management fees
$1.9M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $1.8M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202413,766$1.4B$1.5B93.2%$1.5Bn/an/an/a
2023 to Dec 31, 202313,867$1.2B$1.5B91.3%$1.4Bn/an/an/a
2022 to Dec 31, 202213,587$1.7B$1.4B110.5%$1.2Bn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    Vanguard no longer appears on NYU Langone Hospitals Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Vanguardaskebsa.dol.gov
  • Jan 1, 2024Assets changed
    NYU Langone Hospitals Retirement Plan plan assets $1.2B -> $1.4B (+11.4%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Manager relationship endedinference
    Hardman Johnston no longer appears on NYU Langone Hospitals Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Hardman Johnston Global Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Genesis no longer appears on NYU Langone Hospitals Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Genesis Corpaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    NYU Langone Hospitals Retirement Plan total assets $1.2B -> $1.4B (+11.6%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    NYU Langone Hospitals Retirement Plan funded ratio 110.5% -> 91.3% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    NYU Langone Hospitals Retirement Plan plan assets $1.7B -> $1.2B (-25.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133971298-004
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.