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
Sullivan & Cromwell LLP Employees' Pension Plan
Corporate pensionNEW York, NY
Assets
$92.9M
Total assets, Dec 31, 2024 reported
Funded
88.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Sullivan & Cromwell LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Partnership/joint venture interests 40.0%
- Common/collective trusts 11.8%
- Registered investment companies 46.7%
Consultants and advisers
5 firms
- Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Parametric Portfolio Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Westwood Global Investments Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
- PWC US Consulting LLP 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
- BNY Mellon3 rows, latest Dec 31, 2024
- Parametric Defensive Equity Fund3 rows, latest Dec 31, 2024
Commitments
9 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 | Chartwell Short Duration High Yieldcollective trust | Comerica Bank & Trust National Association | Fixed income | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Collective Trust Government Stifcollective trust | BNY Mellon | Pooled vehicles | $485,190 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Parametric Defensive Equity Fundcollective trust | Parametric Defensive Equity Fund | Public equity | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Chartwell Short Duration High Yieldcollective trust | Comerica Bank & Trust National Association | Fixed income | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Collective Trust Government Stifcollective trust | BNY Mellon | Pooled vehicles | $120,811 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Parametric Defensive Equity Fundcollective trust | Parametric Defensive Equity Fund | Public equity | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Chartwell Short Duration High Yieldcollective trust | Comerica Bank & Trust National Association | Fixed income | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Collective Trust Government Stifcollective trust | BNY Mellon | Pooled vehicles | $954,032 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Parametric Defensive Equity Fundcollective trust | Parametric Defensive Equity Fund | Public equity | $7.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$231,008 (2023-12) · $166,714 (2022-12)
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 | 1,206 | $112M | $127M | 88.8% | $92.9M | $37.2M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,222 | $107M | $129M | 88.8% | $112M | $44.4M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,236 | $128M | $127M | 94.0% | $107M | $44.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Marquette Associates codes 27 $138,100 PY2024
- The Bank of New York Mellon codes 21 25 $111,836 PY2024
- Collective Trust Government St Inv Sched. D C $485,190 PY2024
- Parametric Defensive Equity Fund Sched. D C $5.6M PY2024
- Chartwell Short Duration High Yield Sched. D C $4.9M PY2024
- PWC US Consulting LLP codes 11 PY2024
- Marquette Associates codes 27 $166,859 PY2023
- The Bank of New York Mellon codes 21 25 $59,355 PY2023
- Westwood Global Investments, LLC codes 27 $40,898 PY2023
- Parametric Portoflio codes 27 $23,251 PY2023
- Collective Trust Government St Inv Sched. D C $120,811 PY2023
- Chartwell Short Duration High Yield Sched. D C $4.6M PY2023
- Parametric Defensive Equity Fund Sched. D C $8.3M PY2023
- PWC US Consulting LLP codes 11 PY2023
- Marquette Associates codes 27 $97,391 PY2022
- The Bank of New York Mellon codes 21 25 $46,866 PY2022
- Westwood Global Investments, LLC codes 27 $42,076 PY2022
- Parametric Portoflio codes 27 $27,247 PY2022
- Chartwell Short Duration High Yield Sched. D C $4.3M PY2022
- Collective Trust Government St Inv Sched. D C $954,032 PY2022
- Parametric Defensive Equity Fund Sched. D C $7.1M PY2022
- PWC US Consulting LLP codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceParametric Portoflio no longer appears on Sullivan & Cromwell LLP Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Parametric Portfolio Associatesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWestwood Global Investments, LLC no longer appears on Sullivan & Cromwell LLP Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Westwood Global Investmentsaskebsa.dol.gov
- Dec 31, 2024Assets changedSullivan & Cromwell LLP Employees' Pension Plan total assets $112M -> $93M (-17.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedSullivan & Cromwell LLP Employees' Pension Plan funded ratio 94.0% -> 88.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSullivan & Cromwell LLP Employees' Pension Plan plan assets $128M -> $107M (-16.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135420320-001
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.