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
Nyseg and Rge Pension Plan
Corporate pensionOrange, CT
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
104.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: RGS Energy Group, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- PWC US Tax LLP Actuarythrough Dec 31, 2023 Form 5500
- Granahan Investment Custodianthrough Dec 31, 2022 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)
- Mercerplan years 2023
- Segall Bryant & Hamill LLCplan years 2023
- UBS Asset Managementplan years 2022
- Nepc, LLCplan years 2022
- Investment Metrics, LLCplan years 2022
- Pacific Investmt Management Co LLCplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
- Blackrock Institutional Trust Co,naplan years 2022
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
32 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 | 5,568 | $1.3B | $1.3B | 104.8% | $0 | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 5,763 | $1.3B | $1.4B | 103.7% | $1.3B | n/a | $1.3B | n/a |
| 2022 to Dec 31, 2022 | 6,074 | $1.8B | $1.5B | 121.7% | $1.3B | n/a | $1.3B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nisa Investment Advisors codes 28 $694,087 PY2024
- Pricewaterhousecoopers, LLP codes 11 $618,626 PY2024
- Blackrock Institutional Trust Compa codes 28 $397,784 PY2024
- Mercer Investments codes 28 $368,583 PY2024
- Northern Trust Company codes 19 25 $231,722 PY2024
- Granahan Inv. Management Inc. codes 19 $85,727 PY2024
- UBS Global Asset Management codes 28 $72,283 PY2024
- Segall Bryant & Hamill Inv. Counsel codes 28 $65,742 PY2024
- Bonadio & Co., LLP codes 10 $40,491 PY2024
- Workforce Logiq codes 99 $10,920 PY2024
- Hinman, Howard & Kattell, LLP codes 29 $9,824 PY2024
- Nepc, LLC codes 28 $9,309 PY2024
- Avangrid Inc. Db Master Trust Sched. D M PY2024
- PWC US Tax LLP codes 11 PY2024
- Nisa Investment Advisors codes 28 $556,055 PY2023
- Pricewaterhousecoopers, LLP codes 11 $471,799 PY2023
- Blackrock Institutional Trust Compa codes 28 $382,205 PY2023
- Mercer Investments codes 28 $253,102 PY2023
- Northern Trust Company codes 19 25 $199,261 PY2023
- Segall Bryant & Hamill Inv. Counsel codes 28 $77,964 PY2023
- UBS Global Asset Management codes 28 $75,482 PY2023
- Granahan Inv. Management Inc. codes 19 $73,046 PY2023
- Nepc, LLC codes 28 $43,462 PY2023
- Bonadio & Co., LLP codes 10 $30,340 PY2023
- Investment Metrics, LLC codes 28 $22,971 PY2023
- Workforce Logiq codes 99 $15,373 PY2023
- Hinman, Howard & Kattell, LLP codes 29 $13,821 PY2023
- Avangrid Inc. Db Master Trust Sched. D M $1.3B PY2023
- PWC US Tax LLP codes 11 PY2023
- Nisa Investment Advisors codes 28 $644,886 PY2022
- Pricewaterhousecoopers, LLP codes 11 $489,451 PY2022
- Blackrock Institutional Trust Compa codes 28 $397,895 PY2022
- Northern Trust Company codes 19 25 $303,876 PY2022
- Granahan Inv. Management Inc. codes 19 $195,432 PY2022
- UBS Global Asset Management codes 28 $120,530 PY2022
- Nepc, LLC codes 28 $102,436 PY2022
- Investment Metrics, LLC codes 28 $36,240 PY2022
- Pacific Investment Management Compa codes 28 $31,967 PY2022
- Hinman, Howard & Kattell, LLP codes 29 $30,474 PY2022
- Bonadio & Co., LLP codes 10 $24,133 PY2022
- Workforce Logiq codes 99 $23,550 PY2022
- Avangrid Inc. Db Master Trust Sched. D M $1.3B PY2022
- Pricewaterhousecoopers LLP codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship endedinferenceInvestment Metrics, LLC no longer appears on Nyseg and Rge Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Investment Metrics, LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedNyseg and Rge Pension Plan total assets $1.3B -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship startedMercer Investments appears on Nyseg and Rge Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Merceraskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSegall Bryant & Hamill Inv. Counsel appears on Nyseg and Rge Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Segall Bryant & Hamill LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePacific Investment Management Compa no longer appears on Nyseg and Rge Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Pacific Investmt Management Co LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedNyseg and Rge Pension Plan funded ratio 121.7% -> 103.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNyseg and Rge Pension Plan plan assets $1.8B -> $1.3B (-28.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510437533-001
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.