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.
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Corporate pension
P•••••• P••• f•• E•••••••• o• G••••••• • U• B•••••
Corporate pensionNEW York, NY
Assets
$36.7M
Total assets, Dec 31, 2024 reported
Funded
83.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: G••••••• • U••• B•••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 99.3%
- Pooled separate accounts 0.0%
Consultants and advisers
2 firms
- T•• B••• o• N•• Y••• M••••• T••• C• Custodianthrough Dec 31, 2022 Form 5500
- U•• C••••••••• G•••• 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
- B•• M•••••6 rows, latest Dec 31, 2024
- A•••• L••• I•••••••• C••••••3 rows, latest Dec 31, 2024
Commitments
12 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 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $14,317 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | C•••• T•••• A•• I•••• F•••collective trust | B••• of New Y••• | Pooled vehicles | $21.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $308,702 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B••• M••••• D• S• S•••• I•••• F•••collective trust | B•• M••••• | Public equity | $14.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $13,690 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | C•••• T•••• A•• I•••• F•••collective trust | B••• of New Y••• | Pooled vehicles | $21.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $217,244 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B••• M••••• D• S• S•••• I•••• F•••collective trust | B•• M••••• | Public equity | $14.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $16,675 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | C•••• T•••• A•• I•••• F•••collective trust | B••• of New Y••• | Pooled vehicles | $20.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $199,889 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B••• M••••• D• S• S•••• I•••• F•••collective trust | B•• M••••• | Public equity | $12.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 180 | $35.4M | $41.9M | 83.3% | $36.7M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 181 | $33.3M | $40.0M | 80.3% | $35.4M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 182 | $41.1M | $37.0M | 107.4% | $33.3M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The B••• of New Y••• codes 19 21 27 $127,221 PY2024
- S••••••• A•••••• 1•• Sched. D P $14,317 PY2024
- C•••• T•••• A•• I•••• F••• Sched. D C $21.8M PY2024
- Daily Valued S•••• I•••• Fund Sched. D C $14.3M PY2024
- T•••••••• Investment Fund Sched. D C $308,702 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- The B••• of New Y••• codes 19 21 27 $118,903 PY2023
- C•••• T•••• A•• I•••• F••• Sched. D C $21.1M PY2023
- S••••••• A•••••• 1•• Sched. D P $13,690 PY2023
- T•••••••• Investment Fund Sched. D C $217,244 PY2023
- Daily Valued S•••• I•••• Fund Sched. D C $14.0M PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- The B••• of New Y••• codes 19 21 27 PY2022
- T•••••••• Investment Fund Sched. D C $199,889 PY2022
- C•••• T•••• A•• I•••• F••• Sched. D C $20.2M PY2022
- S••••••• A•••••• 1•• Sched. D P $16,675 PY2022
- Daily Valued S•••• I•••• Fund Sched. D C $12.8M PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedP•••••• P••• f•• E•••••••• o• G••••••• • U• B••••• funded ratio 80.3% -> 83.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedP•••••• P••• f•• E•••••••• o• G••••••• • U• B••••• funded ratio 107.4% -> 80.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• P••• f•• E•••••••• o• G••••••• • U• B••••• plan assets $41M -> $33M (-19.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135617450-003
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.