Moog Inc. Employees' Retirement Plan
Corporate pension, based in East Aurora, New York, reporting $477M in assets, for 2,288 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Moog Inc. Employees' Retirement Plan first reports an interest in Mercer US Core Real Estate Portfoli (Mercer Investments LLC): $17M at 2025-09-30.
5 more advisers, 1 more commitment and 7 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- CG Long Duration Credit Trust US2 commitments
- Mercer US Core Real Estate Portfoli1 commitment
- State Street Emerging Markets Index1 commitment
- Capital Guardian Trust Company2 commitments
- Mercer Investments LLC1 commitment
- Transamerica Financial Life Insuran1 commitment
Relationship network
25 connected entities4 observed commitments3 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 4.6%
- Partnership/joint venture interests 1.8%
- Common/collective trusts 93.5%
Consultants and advisers
- Mercer Investments LLC Investment adviser (plan)through Sep 30, 2025 Form 5500
- The Angell Pension Group, Inc. General consultantthrough Sep 30, 2024 Form 5500
- Dietz & Lynch Capital Investment adviser (plan)through Sep 30, 2023 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Capital Guardian Trust Company2 rows, latest Sep 30, 2024
- Mercer Investments LLC1 row, latest Sep 30, 2025
- Transamerica Financial Life Insuran1 row, latest Sep 30, 2025
- LPL Financialplan years 2025
- Vanguard Groupplan years 2023
- Capital Bank and Trust Companyplan years 2023
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Sep 30, 2025Holding startedMoog Inc. Employees' Retirement Plan first reports an interest in Mercer US Core Real Estate Portfoli (Mercer Investments LLC): $17M at 2025-09-30with Mercer Investments LLCaskebsa.dol.gov
- Sep 30, 2025Holding startedMoog Inc. Employees' Retirement Plan first reports an interest in State Street Emerging Markets Index (Transamerica Financial Life Insuran): $25M at 2025-09-30with Transamerica Financial Life Insuranaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceMoog Inc. Employees' Retirement Plan no longer reports CG Long Duration Credit Trust US (Capital Guardian Trust Company) (last held $112M at 2024-09-30; absent from the 2025-09-30 filing)with Capital Guardian Trust Companyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAngell Pension Group, Inc no longer appears on Moog Inc. Employees' Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with The Angell Pension Group, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMercer Investments LLC appears on Moog Inc. Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mercer Investments LLCaskebsa.dol.gov
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Mercer US Core Real Estate Portfolicollective trust | Mercer Investments LLC | Real estate | $16.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | State Street Emerging Markets Indexcollective trust | Transamerica Financial Life Insuran | Public equity | $24.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | CG Long Duration Credit Trust UScollective trust | Capital Guardian Trust Company | Private credit | $112M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 2,288 | $473M | $436M | 87.3% | $477M | $8.7M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 2,335 | $393M | $415M | 90.4% | $473M | $11.4M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 2,701 | $446M | $418M | 103.7% | $393M | $13.2M | Not disclosed | Not disclosed |
- AON Consulting Inc codes 11 50 $403,094 PY2024
- Mercer Investments LLC codes 27 50 $133,323 PY2024
- Parametric Portfolio Associates codes 28 50 $132,594 PY2024
+31 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Moog Inc. Employees' Retirement Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-09-30source on record
- Holding in a pooled vehicle started2025-09-30source on record
- Holding in a pooled vehicle ended2025-09-30source on record
+9 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+13 connections on the graph
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