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 Hospital-Brooklyn Uft Retirement Plan

Corporate pensionNEW York, NY
Assets
$212M
Total assets, Dec 31, 2024 reported
Funded
94.1%
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 5.4%
  • Corporate debt instruments (other) 14.6%
  • U.S. Government securities 1.1%
  • Common/collective trusts 14.0%
  • Registered investment companies 62.9%
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$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Silchester Int'l Value Equity Trustcollective trustSilchester International InvestorPublic equity$10.2M 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$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Silchester Int'l Value Equity Trustcollective trustSilchester International InvestorPublic equity$10.1M 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
$212M Dec 31, 2024 reported Form 5500
$197M (2023-12) · $174M (2022-12)
Plan assets
$196M Jan 1, 2024 reported Form 5500
$174M (2023-01) · $237M (2022-01)
Net assets
$212M Dec 31, 2024 reported Form 5500
$196M (2023-12) · $173M (2022-12)
Funded ratio
94.1% Jan 1, 2024 reported Form 5500
93.0% (2023-01) · 124.2% (2022-01)
Funding target
$218M Jan 1, 2024 reported Form 5500
$205M (2023-01) · $191M (2022-01)
Discount rate
5.27% Jan 1, 2024 reported Form 5500
5.40% (2023-01) · 5.57% (2022-01)
Participants
1,750 Jan 1, 2024 reported Form 5500
1,583 (2023-01) · 1,412 (2022-01)
Contributions
$11.1M Dec 31, 2024 reported Form 5500
$11.8M (2023-12) · $0 (2022-12)
Benefits paid
$9.2M Dec 31, 2024 reported Form 5500
$13.5M (2023-12) · $15.0M (2022-12)
Net investment income
$15.8M Dec 31, 2024 reported Form 5500
$23.0M (2023-12) · $-63.0M (2022-12)
Investment management fees
$291,669 Dec 31, 2024 reported Form 5500
$379,762 (2023-12) · $242,969 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,750$196M$218M94.1%$212Mn/an/an/a
2023 to Dec 31, 20231,583$174M$205M93.0%$197Mn/an/an/a
2022 to Dec 31, 20221,412$237M$191M124.2%$174Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Jan 1, 2024Assets changed
    NYU Langone Hospital-Brooklyn Uft Retirement Plan plan assets $174M -> $196M (+13.0%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Manager relationship endedinference
    Genesis no longer appears on NYU Langone Hospital-Brooklyn Uft Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Genesis Corpaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Hardman Johnston no longer appears on NYU Langone Hospital-Brooklyn Uft Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Hardman Johnston Global Advisorsaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    NYU Langone Hospital-Brooklyn Uft Retirement Plan total assets $174M -> $197M (+13.2%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    NYU Langone Hospital-Brooklyn Uft Retirement Plan funded ratio 124.2% -> 93.0% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    NYU Langone Hospital-Brooklyn Uft Retirement Plan plan assets $237M -> $174M (-26.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133971298-006
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.