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
National Hockey League Retirement Plan United States
Corporate pensionNEW York, NY
Assets
$156M
Total assets, Jun 30, 2025 reported
Funded
80.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
2
1 managers on Schedule C
Plan sponsor: National Hockey League
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Corporate debt instruments (other) 39.2%
- U.S. Government securities 3.1%
- Other investments 7.6%
- Common/collective trusts 37.6%
- Registered investment companies 5.7%
- Real estate (other than employer real property) 6.0%
Consultants and advisers
4 firms
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Segal Actuarythrough Jun 30, 2023 Form 5500
- Bank of America Custodianthrough Jun 30, 2023 Form 5500
- The Segal Group, Inc. 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
- Northern Trust Collective Eafe Inde1 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- Income Research & Mgmt. Inc.plan years 2025
- Northern Trust Co.plan years 2023
Commitments
2 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, 2025 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $35.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Schroder Collective Investment Truscollective trust | Schroder Intl | Pooled vehicles | $23.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$40,675 (2024-06) · $43,558 (2023-06)
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 Jun 30, 2025 | 470 | $137M | $132M | 80.0% | $156M | n/a | n/a | $9.4M |
| 2023 to Jun 30, 2024 | 474 | $123M | $118M | 85.8% | $139M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 481 | $117M | $104M | 91.5% | $124M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- NHL Pension Society codes 14 $251,877 PY2024
- Segal Marco Advisors codes 27 $75,795 PY2024
- Bank of America codes 19 $43,277 PY2024
- Segal codes 11 $34,165 PY2024
- Income Research + Management codes 28 $7,286 PY2024
- Northern Trust codes 28 $5,102 PY2024
- Schroder Collective Investment Trus Sched. D C $23.9M PY2024
- Northern Trust Global Invest Mfb Sched. D C $35.0M PY2024
- Segal codes 11 PY2024
- NHL Pension Society codes 14 $345,103 PY2023
- Segal Marco Advisors codes 27 $108,717 PY2023
- Segal codes 11 $103,445 PY2023
- Bank of America codes 19 $36,240 PY2023
- Ernst & Young codes 10 $26,584 PY2023
- Proskauer Rose codes 29 $10,495 PY2023
- Northern Trust codes 28 $4,435 PY2023
- Bredhoff & Kaiser codes 29 PY2023
- Covington & Burling LLP codes 29 PY2023
- Segal codes 11 PY2023
- NHL Pension Society codes 14 $412,349 PY2022
- Segal Marco Advisors codes 27 $147,368 PY2022
- Segal codes 11 $104,039 PY2022
- Proskauer Rose codes 29 $42,470 PY2022
- Bank of America codes 19 $36,926 PY2022
- Ernst & Young codes 10 $28,361 PY2022
- Northern Trust codes 28 $6,632 PY2022
- Covington & Burling LLP codes 29 $2,297 PY2022
- Bredhoff & Kaiser codes 29 $193 PY2022
- Segal codes 11 PY2022
What changed
6 events
- Jun 30, 2025Assets changedNational Hockey League Retirement Plan United States total assets $139M -> $156M (+12.6%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Manager relationship startedIncome Research + Management appears on National Hockey League Retirement Plan United States's Schedule C as investment manager (plan year 2024 vs 2023)with Income Research & Mgmt. Inc.askebsa.dol.gov
- Jul 1, 2024Funded status changedNational Hockey League Retirement Plan United States funded ratio 85.8% -> 80.0% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedNational Hockey League Retirement Plan United States plan assets $123M -> $137M (+11.3%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedNational Hockey League Retirement Plan United States total assets $124M -> $139M (+11.6%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedNational Hockey League Retirement Plan United States funded ratio 91.5% -> 85.8% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 980036067-002
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.