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

Manhattan Plaza Associates Union Plan

Corporate pensionNEW York, NY
Assets
$6.1M
Plan assets, Oct 1, 2024 reported
Funded
80.0%
Oct 1, 2024
Private markets target
n/a
no policy read
Commitments
20
none on the tape
Plan sponsor: M. Plaza, LP
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
1 firms
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
Commitments
20 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$119,392 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025CIF II US Invgrade Corp Long Bondcollective trustWellington FdFixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Wtc-Cif II US Stripscollective trustWellington FdPooled vehicles$867,164 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Wtc-Cif II US Ig Int Corp S1collective trustWellington FdPooled vehicles$923,417 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Principal Smallcap Sep Acct-R6separate accountPrincipalPooled vehicles$301,048 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$117,196 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$231,667 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$385,607 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$415,018 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Inflation Protect Sa-R6separate accountPrincipalPooled vehicles$901,349 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prin Capital Appr Sa-R3separate accountPrincipalPooled vehicles$499,514 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal Smallcap Sep Acct-R6separate accountPrincipalPooled vehicles$248,034 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$108,129 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$187,190 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$296,819 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$295,921 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Inflation Protect Sa-R6separate accountPrincipalPooled vehicles$755,697 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prin Capital Appr Sa-R3separate accountPrincipalPooled vehicles$353,685 heldDisclosed holdingaskebsa.dol.gov
Size and funding
15 readings
Plan assets
$6.1M Oct 1, 2024 reported Form 5500
$5.2M (2023-10) · $4.8M (2022-10)
Funded ratio
80.0% Oct 1, 2024 reported Form 5500
80.8% (2023-10) · 80.0% (2022-10)
Funding target
$7.1M Oct 1, 2024 reported Form 5500
$7.0M (2023-10) · $6.6M (2022-10)
Discount rate
5.39% Oct 1, 2024 reported Form 5500
5.32% (2023-10) · 5.49% (2022-10)
Participants
109 Oct 1, 2024 reported Form 5500
104 (2023-10) · 102 (2022-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025109$6.1M$7.1M80.0%n/an/an/an/a
2023 to Sep 30, 2024104$5.2M$7.0M80.8%n/an/an/an/a
2022 to Sep 30, 2023102$4.8M$6.6M80.0%n/an/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Wtc-Cif II US Ig Int Corp S1 Sched. D C $923,417 PY2024
  • Principal Smallcap Sep Acct-R6 Sched. D P PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $119,392 PY2024
  • Prin Intl Smallcap Sep Acct-R6 Sched. D P PY2024
  • Prin Core Plus Bd Sep Acct-R6 Sched. D P PY2024
  • Prin Midcap Value I Sa-R6 Sched. D P PY2024
  • Prin Largecap Growth I Sa-R6 Sched. D P PY2024
  • Prin Inflation Protect Sa-R6 Sched. D P PY2024
  • Prin Capital Appr Sa-R6 Sched. D P PY2024
  • Wtc-Cif US in Gr Cp L Bd S1 Sched. D C $1.1M PY2024
  • Wtc-Cif II US Long Strips S1 Sched. D C $867,164 PY2024
  • USI Consulting Group codes 11 PY2024
  • Prin Intl Smallcap Sep Acct-R6 Sched. D P $231,667 PY2023
  • Principal Smallcap Sep Acct-R6 Sched. D P $301,048 PY2023
  • Prin Liquid Assets Sep Acct-R6 Sched. D P $117,196 PY2023
  • Prin Core Plus Bd Sep Acct-R6 Sched. D P $1.0M PY2023
  • Prin Midcap Value I Sa-R6 Sched. D P $385,607 PY2023
  • Prin Largecap Growth I Sa-R6 Sched. D P $415,018 PY2023
  • Prin Inflation Protect Sa-R6 Sched. D P $901,349 PY2023
  • Prin Capital Appr Sa-R6 Sched. D P $499,514 PY2023
  • USI Consulting Group codes 11 PY2023
  • Principal Smallcap Sep Acct-R6 Sched. D P $248,034 PY2022
  • Prin Liquid Assets Sep Acct-R6 Sched. D P $108,129 PY2022
  • Prin Intl Smallcap Sep Acct-R6 Sched. D P $187,190 PY2022
  • Prin Inflation Protect Sa-R6 Sched. D P $755,697 PY2022
  • Prin Capital Appr Sa-R6 Sched. D P $353,685 PY2022
  • Prin Core Plus Bd Sep Acct-R6 Sched. D P $1.0M PY2022
  • Prin Midcap Value I Sa-R6 Sched. D P $296,819 PY2022
  • Prin Largecap Growth I Sa-R6 Sched. D P $295,921 PY2022
  • USI Consulting Group codes 11 PY2022
What changed
11 events
  • Sep 30, 2025Holding started
    Manhattan Plaza Associates Union Plan first reports an interest in Wtc-Cif II US Ig Int Corp S1 (Wellington Fd): $923,417 at 2025-09-30
    with Wellington Fdaskebsa.dol.gov
  • Sep 30, 2025Holding started
    Manhattan Plaza Associates Union Plan first reports an interest in Wtc-Cif II US Strips (Wellington Fd): $867,164 at 2025-09-30
    with Wellington Fdaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Manhattan Plaza Associates Union Plan no longer reports Prin Midcap Value I Sa-Z (Principal) (last held $385,607 at 2024-09-30; absent from the 2025-09-30 filing)
    with Principalaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Manhattan Plaza Associates Union Plan no longer reports Prin Capital Appr Sa-R3 (Principal) (last held $499,514 at 2024-09-30; absent from the 2025-09-30 filing)
    with Principalaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Manhattan Plaza Associates Union Plan no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $415,018 at 2024-09-30; absent from the 2025-09-30 filing)
    with Principalaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Manhattan Plaza Associates Union Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $231,667 at 2024-09-30; absent from the 2025-09-30 filing)
    with Principalaskebsa.dol.gov
  • Sep 30, 2025Holding started
    Manhattan Plaza Associates Union Plan first reports an interest in CIF II US Invgrade Corp Long Bond (Wellington Fd): $1M at 2025-09-30
    with Wellington Fdaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Manhattan Plaza Associates Union Plan no longer reports Principal Smallcap Sep Acct-R6 (Principal) (last held $301,048 at 2024-09-30; absent from the 2025-09-30 filing)
    with Principalaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Manhattan Plaza Associates Union Plan no longer reports Prin Inflation Protect Sa-R6 (Principal) (last held $901,349 at 2024-09-30; absent from the 2025-09-30 filing)
    with Principalaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Manhattan Plaza Associates Union Plan no longer reports Prin Core Plus Bond Sep Acct-Z (Principal) (last held $1M at 2024-09-30; absent from the 2025-09-30 filing)
    with Principalaskebsa.dol.gov
  • Oct 1, 2024Assets changed
    Manhattan Plaza Associates Union Plan plan assets $5M -> $6M (+18.4%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132850407-001
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.