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
Young & Rubicam LLC Career Cash Balance Continuation Plan
Corporate pensionNEW York, NY
Assets
$60.6M
Total assets, Dec 31, 2024 reported
Funded
89.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: Young & Rubicam LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- Common/collective trusts 94.4%
- Registered investment companies 5.5%
Consultants and advisers
2 firms
- Jpmorgan Chase Bank, N.A. Custodianthrough Dec 31, 2024 Form 5500
- Mercer Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Blackrock Long Duration Corporate2 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.A2 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Co,na2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Blackrock Institutional Trust Co,naplan years 2023
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Msci Acwi Imi Index Fundcollective trust | Blackrock Institutional Trust Co | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Duration Corporate Credit Screcollective trust | Blackrock Long Duration Corporate | Private credit | $14.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Term Govt Bond Index Fundcollective trust | Blackrock Insti. Trust Company, N.A | Fixed income | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Intermediate Govt Bond Index Fundcollective trust | Blackrock Institutional Trust Co,na | Fixed income | $11.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Short-Term Investment Fundcollective trust | Blackrock Institutional Trust Co | Cash | $28,067 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Intermediate Term Credit Bond Indexcollective trust | Blackrock Institutional Trust Co | Private credit | $23.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Msci Acwi Imi Index Fundcollective trust | Blackrock Institutional Trust Co | Pooled vehicles | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Long Duration Corporate Credit Screcollective trust | Blackrock Long Duration Corporate | Private credit | $19.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Long Term Govt Bond Index Fundcollective trust | Blackrock Insti. Trust Company, N.A | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Intermediate Govt Bond Index Fundcollective trust | Blackrock Institutional Trust Co,na | Fixed income | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Short-Term Investment Fundcollective trust | Blackrock Institutional Trust Co | Cash | $49,110 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Intermediate Term Credit Bond Indexcollective trust | Blackrock Institutional Trust Co | Private credit | $22.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,131 | $64.7M | $62.5M | 89.2% | $60.6M | $0 | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,528 | $85.0M | $82.5M | 96.7% | $64.8M | $22,023 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer (US) LLC codes 11 14 17 38 $442,624 PY2024
- Jpmorgan Chase Bank, N.A. codes 18 19 21 62 $126,576 PY2024
- Blackrock Institutional Trust Co codes 28 50 51 $114,686 PY2024
- PKF O'Connor Davies, LLP codes 10 $25,000 PY2024
- INT. Gov. Bond Index Sched. D C $11.6M PY2024
- Money Market Fund Sched. D C $28,067 PY2024
- INT Term Credit Bd I Sched. D C $23.2M PY2024
- Msci Acwi Imi Index Fund Sched. D C $6.5M PY2024
- Long Duration Corp Screened Fund Sched. D C $14.8M PY2024
- L/t Govt Bond Index Sched. D C $1.1M PY2024
- Mercer codes 11 PY2024
- Mercer (US) LLC codes 11 14 17 38 $837,501 PY2023
- Blackrock Institutional Trust Co codes 28 50 51 $216,350 PY2023
- Bencivenga Ward & Company codes 10 $24,500 PY2023
- INT. Gov. Bond Index Sched. D C $9.6M PY2023
- Money Market Fund Sched. D C $49,110 PY2023
- INT Term Credit Bd I Sched. D C $22.0M PY2023
- Msci Acwi Imi Index Fund Sched. D C $7.4M PY2023
- Long Duration Corp Screened Fund Sched. D C $19.0M PY2023
- L/t Govt Bond Index Sched. D C $1.3M PY2023
- Mercer codes 11 PY2023
What changed
2 events
- Jan 1, 2024Funded status changedYoung & Rubicam LLC Career Cash Balance Continuation Plan funded ratio 96.7% -> 89.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedYoung & Rubicam LLC Career Cash Balance Continuation Plan plan assets $85M -> $65M (-23.9%, 2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131493710-004
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.