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
Retirement Plan of Natural Resources Defense Council, Inc.
Corporate pensionNew York, NY
Assets
$76
Total assets, Jun 30, 2024 reported
Funded
79.7%
Jul 1, 2022
Private markets target
n/a
policy Jun 30, 2024
Commitments
3
none on the tape
Plan sponsor: Natural Resources Defense Council, Inc.
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 100.0%
Consultants and advisers
1 firms
- USI Consulting Group Actuarythrough Jun 30, 2023 Form 5500
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
- Wellington Fd3 rows, latest Jun 30, 2023
From Schedule C (investment management, code 28)
- USI Advisors, Incplan years 2023
Commitments
3 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 Jun 30, 2023 | Wtc-Cif II US Intermed Try Series Icollective trust | Wellington Fd | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | CIF II US Invgrade Corp Long Bondcollective trust | Wellington Fd | Fixed income | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Wtc-Cif II US Investment Grade Intecollective trust | Wellington Fd | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Jun 30, 2024 | 231 | n/a | n/a | n/a | $76 | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 275 | $22.2M | $21.0M | 79.7% | $22.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 34 50 $152,973 PY2023
- Jackson Lewis PC codes 29 $49,680 PY2023
- Grant Thornton LLP codes 10 50 $24,486 PY2023
- USI Advisors codes 28 $13,739 PY2023
- Wtc-Cif II US Intermediate Treasury Sched. D C PY2023
- Wtc-Cif II US Inv Grade Corp Long Sched. D C PY2023
- US Investment Grade Intmd Corp S1 Sched. D C PY2023
- USI Consulting Group codes 11 34 50 $109,616 PY2022
- USI Advisors codes 28 $30,675 PY2022
- Grant Thornton LLP codes 10 50 $23,320 PY2022
- Jackson Lewis PC codes 29 $8,537 PY2022
- Wtc-Cif II US Intermediate Treasury Sched. D C $3.2M PY2022
- Wtc-Cif II US Inv. Grade Corp. Long Sched. D C $7.1M PY2022
- US Investment Grade Intmd Corp S1 Sched. D C $2.5M PY2022
- USI Consulting Group codes 11 PY2022
What changed
1 events
- Jun 30, 2024Assets changedRetirement Plan of Natural Resources Defense Council, Inc. total assets $23M -> $76 (-100.0%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132654926-002
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.