The Retirement Income Plan for Employees of the Rockefeller Foundation
Corporate pension, based in NEW York, New York, reporting $108M in assets, for 225 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, State Street Global Advisors Trust no longer appears on The Retirement Income Plan for Employees of the Rockefeller Foundation's Schedule C as investment manager (plan year 2025 vs 2024).
1 more adviser and 5 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- 3-10 Year U.S. Treasury Indx Nl Fd4 commitments
- Ssga US Tips Index Nl Fund4 commitments
- State Street Global Advisors Trust Company8 commitments
Relationship network
12 connected entities8 observed commitments3 repeat counterpartiescommitments 2022 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 5.7%
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 35.6%
- Common/collective trusts 54.3%
- Registered investment companies 4.4%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2025 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2025 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- State Street Global Advisors Trust Company8 rows, latest Dec 31, 2025
- Silchester International Investorplan years 2025
What changed
- Dec 31, 2025Manager relationship endedinferenceState Street Global Advisors Trust no longer appears on The Retirement Income Plan for Employees of the Rockefeller Foundation's Schedule C as investment manager (plan year 2025 vs 2024)with State Street Global Advisorsaskebsa.dol.gov
- Jan 1, 2024Funded status changedThe Retirement Income Plan for Employees of the Rockefeller Foundation funded ratio 161.4% -> 159.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Retirement Income Plan for Employees of the Rockefeller Foundation funded ratio 170.7% -> 161.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Retirement Income Plan for Employees of the Rockefeller Foundation plan assets $111M -> $93M (-16.5%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | 3-10 Year U.S. Treasury Indx Nl Fdcollective trust | State Street Global Advisors Trust Company | Fixed income | $48.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Ssga US Tips Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Fixed income | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga US Tips Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Fixed income | $10.1M held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 225 | $99.4M | $50.6M | 160.8% | $108M | $38.3M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 234 | $97.7M | $54.1M | 159.1% | $99.4M | $31.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 241 | $92.6M | $55.2M | 161.4% | $97.7M | $31.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 249 | $111M | $55.0M | 170.7% | $92.6M | $29.8M | Not disclosed | Not disclosed |
- Willis Towers Watson codes 11 16 50 $131,381 PY2025
- Silchester International Investors codes 28 51 61 62 68 $112,526 PY2025
- Bank of New York Mellon codes 21 50 62 99 $19,742 PY2025
+25 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship ended2025-12-31source on record
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+6 connections on the graph
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