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
Local 153-Ghi Pension Plan
Corporate pensionNEW York, NY
Assets
$237M
Total assets, Dec 31, 2024 reported
Funded
88.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Trustees of Local 153- Ghi Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.9%
- Corporate debt instruments (other) 44.2%
- U.S. Government securities 45.1%
- Other investments 3.8%
Consultants and advisers
4 firms
- Morgan Stanley Smith Barney, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- Agilis Partners LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Legal & General Inv Mgmt Americaplan years 2022
- Bank of New York Mellonplan years 2022
- Pitta & Giblinplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$657,916 (2023-12) · $669,301 (2022-12)
Form 5500 filings
3 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 | 1,930 | $249M | $281M | 88.6% | $237M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,961 | $238M | $286M | 83.4% | $252M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,992 | $337M | $287M | 117.5% | $241M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Legal and General codes 29 51 $530,938 PY2024
- Agilis Partners LLC codes 11 50 $411,945 PY2024
- The Bank of New York Mellon codes 19 28 50 99 $120,577 PY2024
- BDO USA, P.C. codes 10 50 $57,381 PY2024
- Graystone Consulting codes 17 50 70 $37,500 PY2024
- Pitta & Giblin codes 29 50 $20,000 PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Agilis Partners LLC codes 11 50 $796,116 PY2023
- Legal and General codes 29 51 $522,058 PY2023
- The Bank of New York Mellon codes 19 28 50 99 $128,477 PY2023
- Pitta & Giblin codes 29 50 $92,558 PY2023
- Graystone Consulting codes 17 50 70 $50,000 PY2023
- BDO USA, P.C. codes 10 50 $47,852 PY2023
- Agilis codes 11 PY2023
- Agilis Partners LLC codes 11 51 $573,833 PY2022
- Legal and General codes 29 51 $561,505 PY2022
- BNY Mellon codes 19 28 51 99 $105,442 PY2022
- Graystone Consulting codes 17 70 $62,500 PY2022
- BDO USA codes 10 51 $49,358 PY2022
- GRM Information Management Services codes 49 50 $27,942 PY2022
- Pitta & Giblin codes 29 51 $18,125 PY2022
- Agilis codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedLocal 153-Ghi Pension Plan funded ratio 83.4% -> 88.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedLocal 153-Ghi Pension Plan funded ratio 117.5% -> 83.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLocal 153-Ghi Pension Plan plan assets $337M -> $238M (-29.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 272148632-001
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.