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
Pension Plan of the Segal Company
Corporate pensionNEW York, NY
Assets
$471M
Total assets, Dec 31, 2024 reported
Funded
89.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
10
none on the tape
Plan sponsor: The Segal Group, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 30.4%
- U.S. Government securities 0.7%
- Other investments 1.6%
- Partnership/joint venture interests 20.7%
- Common/collective trusts 40.1%
- Registered investment companies 2.6%
Consultants and advisers
3 firms
- Cohnreznick Pension consultantthrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Nisa Investment Advisors, LLCplan years 2022
Commitments
10 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 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $19.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym-M Db Sl Int Credit Bifcollective trust | BNY Mellon | Private credit | $145M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Rcts Emerging Market Equity Sp Portcollective trust | Segal Advisors, Inc | Public equity | $25.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $19.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bnym-M Db Sl Int Credit Bifcollective trust | BNY Mellon | Private credit | $146M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Rcts Emerging Market Equity Sp Portcollective trust | Segal Advisors, Inc | Public equity | $23.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $29.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bnym-M Db Sl Int Credit Bifcollective trust | BNY Mellon | Private credit | $137M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Rcts Emerging Market Equity Sp Portcollective trust | Segal Advisors, Inc | Public equity | $23.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Rcts International Large Cap Core Ecollective trust | Segal Advisors, Inc | Public equity | $55,863 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 2,387 | $442M | $415M | 89.7% | $471M | $97.8M | n/a | $0 |
| 2023 to Dec 31, 2023 | 2,334 | $404M | $398M | 90.1% | $445M | $101M | n/a | $0 |
| 2022 to Dec 31, 2022 | 2,220 | $493M | $373M | 99.0% | $406M | $92.6M | n/a | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nisa codes 28 51 $207,926 PY2024
- Amalgamated Bank codes 19 51 52 $67,197 PY2024
- Cohnreznick codes 10 17 $26,250 PY2024
- ANN Gineo codes 14 20 $11,750 PY2024
- Bnym Mellon Afl-Cio Sl Broad Market Sched. D C $145M PY2024
- Afl-Cio Building Investment Trust Sched. D C $19.4M PY2024
- Rcts Emerging Market Equity Sp Port Sched. D C $25.0M PY2024
- The Segal Company codes 11 PY2024
- Nisa codes 28 51 $232,171 PY2023
- Amalgamated Bank codes 19 51 $57,499 PY2023
- Cohn Reznick codes 10 17 $25,200 PY2023
- ANN Gineo codes 14 20 $8,000 PY2023
- Afl-Cio Building Investment Trust Sched. D C $19.4M PY2023
- Bnym Mellon Afl-Cio Sl Broad Market Sched. D C $146M PY2023
- Rcts Emerging Market Equity Sp Port Sched. D C $23.5M PY2023
- The Segal Company codes 11 PY2023
- Nisa codes 28 51 $244,335 PY2022
- Cohn Reznick codes 10 17 $72,440 PY2022
- Amalgamated Bank codes 19 51 $56,258 PY2022
- ANN Gineo codes 14 20 $8,000 PY2022
- Afl-Cio Building Investment Trust Sched. D C $29.3M PY2022
- Bnym Mellon Afl-Cio Sl Broad Market Sched. D C $137M PY2022
- Rcts Emerging Market Equity Sp Port Sched. D C $23.0M PY2022
- Rcts International Large Cap Core E Sched. D C $55,863 PY2022
- The Segal Company codes 11 PY2022
What changed
3 events
- Dec 31, 2023Holding endedinferencePension Plan of the Segal Company no longer reports Rcts International Large Cap Core E (last held $55,863 at 2022-12-31; absent from the 2023-12-31 filing)with Rcts International Large Cap Core Easkebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan of the Segal Company funded ratio 99.0% -> 90.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan of the Segal Company plan assets $493M -> $404M (-17.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060839113-001
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.