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

Goldman Sachs Employees' Pension Plan

Corporate pensionNew York, NY
Assets
$905M
Total assets, Nov 30, 2024 reported
Funded
103.8%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
2
none on the tape
Plan sponsor: Goldman Sachs
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.3%
  • Corporate debt instruments (other) 55.8%
  • Corporate debt instruments (preferred) 0.0%
  • U.S. Government securities 26.6%
  • Other investments 3.6%
  • Common/collective trusts 11.1%
  • Registered investment companies 1.3%
Consultants and advisers
2 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
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Nov 30, 2024Msci Acwi Equity Index Non-Lendablecollective trustBlackrock Institutional TrustPublic equity$100M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Msci Acwi Equity Index Non-Lendablecollective trustBlackrock Institutional TrustPublic equity$107M heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$905M Nov 30, 2024 reported Form 5500
$843M (2023-11)
Plan assets
$837M Dec 1, 2023 reported Form 5500
$861M (2022-12)
Net assets
$903M Nov 30, 2024 reported Form 5500
$837M (2023-11)
Funded ratio
103.8% Dec 1, 2023 reported Form 5500
107.1% (2022-12)
Funding target
$745M Dec 1, 2023 reported Form 5500
$747M (2022-12)
Discount rate
5.80% Dec 1, 2023 reported Form 5500
5.56% (2022-12)
Participants
16,902 Dec 1, 2023 reported Form 5500
16,986 (2022-12)
Benefits paid
$28.3M Nov 30, 2024 reported Form 5500
$25.7M (2023-11)
Net investment income
$65.8M Nov 30, 2024 reported Form 5500
$-24.0M (2023-11)
Investment management fees
$1.7M Nov 30, 2024 reported Form 5500
$1.7M (2023-11)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Nov 30, 202416,902$837M$745M103.8%$905Mn/an/an/a
2022 to Nov 30, 202316,986$861M$747M107.1%$843Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • Dec 1, 2023Funded status changed
    Goldman Sachs Employees' Pension Plan funded ratio 107.1% -> 103.8% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 134019460-002
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.