Manhattan Plaza Associates Union Plan
Corporate pension, based in NEW York, New York, reporting $6.1M in assets, for 109 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Sep 30, 2025, 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.
17 more commitments and 6 more dated events
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- Prin Liquid Assets Sep Acct-Z3 commitments
- Principal Smallcap Sep Acct-R62 commitments
- Prin Intl Smallcap Sep Acct-Z2 commitments
- Principal17 commitments
- Wellington Trust Company, Na3 commitments
Relationship network
27 connected entities20 observed commitments10 repeat counterpartiescommitments 2023 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
Consultants and advisers
- USI Consulting Group Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Principal17 rows, latest Sep 30, 2025
- Wellington Trust Company, Na3 rows, latest Sep 30, 2025
What changed
- Sep 30, 2025Holding startedManhattan Plaza Associates Union Plan first reports an interest in Wtc-Cif II US Ig Int Corp S1 (Wellington Fd): $923,417 at 2025-09-30with Wellington Trust Company, Naaskebsa.dol.gov
- Sep 30, 2025Holding startedManhattan Plaza Associates Union Plan first reports an interest in Wtc-Cif II US Strips (Wellington Fd): $867,164 at 2025-09-30with Wellington Trust Company, Naaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceManhattan 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 endedinferenceManhattan 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 endedinferenceManhattan 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
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $119,392 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | CIF II US Invgrade Corp Long Bondcollective trust | Wellington Trust Company, Na | Fixed income | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Wtc-Cif II US Stripscollective trust | Wellington Trust Company, Na | Pooled vehicles | $867,164 held | Disclosed holding | askebsa.dol.gov |
+17 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 109 | $6.1M | $7.1M | 80.0% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 104 | $5.2M | $7.0M | 80.8% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 102 | $4.8M | $6.6M | 80.0% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
- 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
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: allocation policy.
Record history
- Holding in a pooled vehicle started2025-09-30source on record
- Holding in a pooled vehicle started2025-09-30source on record
- Holding in a pooled vehicle ended2025-09-30source on record
+8 more changes 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
+2 connections on the graph
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