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
Cahill Gordon & Reindel LLP Pension Plan
Corporate pensionNEW York, NY
Assets
$28.0M
Total assets, Jun 30, 2025 reported
Funded
72.4%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Cahill Gordon & Reindel LLP
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.1%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 18.6%
- U.S. Government securities 27.9%
- Registered investment companies 16.0%
- Common stock 30.8%
Consultants and advisers
3 firms
- Citibank, N.A. Investment adviser (plan)through Jun 30, 2023 Form 5500
- Reliance Trust Company Trusteethrough Jun 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- Legg Mason, Inc and Subsidiariesplan years 2023
- Brown Advisory LLCplan years 2023
- Sage Advisory Services Ltd. Co.plan years 2023
- Harding Loevner LPplan years 2023
- Neuberger Bermanplan years 2023
- HGK Asset Managementplan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$207,415 (2024-06) · $208,798 (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 | 424 | $26.5M | $37.0M | 72.4% | $28.0M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 426 | $26.6M | $37.6M | 77.4% | $26.7M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 438 | $27.5M | $37.5M | 80.0% | $26.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Western Asset Core Plus Portfolios codes 28 $29,030 PY2024
- Reliance Trust Company codes 21 $24,550 PY2024
- Sage Advisory Services, Ltd Co. codes 28 $20,798 PY2024
- Brown Advisory, LLC codes 28 $11,512 PY2024
- Harding Loevner Management codes 28 $10,131 PY2024
- HGK Asset Management Inc. codes 28 $9,131 PY2024
- Citibank, N.A. codes 27 50 71 72 PY2024
- USI Consulting Group codes 11 PY2024
- Western Asset Core Plus Portfolios codes 28 $29,132 PY2023
- Reliance Trust Company codes 21 $24,084 PY2023
- Sage Advisory Services, Ltd Co. codes 28 $22,444 PY2023
- Brown Advisory, LLC codes 28 $10,066 PY2023
- Harding Loevner Management codes 28 $8,902 PY2023
- HGK Asset Management Inc. codes 28 $7,360 PY2023
- Citibank, N.A. codes 27 50 71 72 PY2023
- USI Consulting Group codes 11 PY2023
- Sage Advisory Services, Ltd Co. codes 28 $26,688 PY2022
- Reliance Trust Company codes 21 $24,387 PY2022
- Western Asset Core Plus Portfolios codes 28 $14,649 PY2022
- Brown Advisory, LLC codes 28 $13,603 PY2022
- HGK Asset Management Inc. codes 28 $11,322 PY2022
- Harding Loevner Management codes 28 $11,030 PY2022
- Neuberger Berman Emerging Markets codes 28 $1,498 PY2022
- Citibank, N.A. codes 27 50 71 72 PY2022
- USI Consulting Group codes 11 PY2022
What changed
3 events
- Jul 1, 2024Funded status changedCahill Gordon & Reindel LLP Pension Plan funded ratio 77.4% -> 72.4% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Manager relationship endedinferenceNeuberger Berman Emerging Markets no longer appears on Cahill Gordon & Reindel LLP Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Neuberger Bermanaskebsa.dol.gov
- Jul 1, 2023Funded status changedCahill Gordon & Reindel LLP Pension Plan funded ratio 80.0% -> 77.4% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135510029-001
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.