The Children's Aid Society Retirement Plan
Corporate pension, based in NEW York, New York, for 1,051 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Perella Weinberg Partners no longer appears on The Children's Aid Society Retirement Plan's Schedule C as investment manager (plan year 2025 vs 2024).
2 more commitments and 9 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- Afl-Cio Sl Mid Cap Stock Index Fund3 commitments
- EB Temporary Investment2 commitments
- BNY Mellon5 commitments
Relationship network
24 connected entities5 observed commitments3 repeat counterpartiescommitments 2022 to 2024
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
Allocation policy
- Interest-bearing cash 2.0%
- Non-interest-bearing cash 0.0%
- U.S. Government securities 23.0%
- Partnership/joint venture interests 3.2%
- Common/collective trusts 47.8%
- Registered investment companies 10.2%
- Real estate (other than employer real property) 2.5%
Consultants and advisers
- The Angell Pension Group, Inc. Actuarythrough Jun 30, 2025 Form 5500
- Bank of New York Mellon Custodianthrough Jun 30, 2025 Form 5500
People
Manager roster
- BNY Mellon5 rows, latest Dec 31, 2024
- Loomis, Sayles & Company, L.P.plan years 2025
- Loomis Sayles High Yield Fundplan years 2025
- Cerity Partners LLCplan years 2025
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2025Manager relationship endedinferencePerella Weinberg Partners no longer appears on The Children's Aid Society Retirement Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Perella Weinberg Partnersaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceVulcan Value Partners no longer appears on The Children's Aid Society Retirement Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Vulcan Valueaskebsa.dol.gov
- Dec 31, 2025Manager relationship startedLong Corp Disciplined Alpha Trust appears on The Children's Aid Society Retirement Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Loomis Sayles High Yield Fundaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceSanders Capital LLC no longer appears on The Children's Aid Society Retirement Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Sanders Capital LLCaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceClarkston Capital Partners LLC no longer appears on The Children's Aid Society Retirement Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Clarkston Capital Partnersaskebsa.dol.gov
+9 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Afl-Cio Sl Mid Cap Stock Index Fundcollective trust | BNY Mellon | Public equity | $874,850 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $171,466 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Afl-Cio Sl Mid Cap Stock Index Fundcollective trust | BNY Mellon | Public equity | $668,630 held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Jun 30, 2025 | 1,051 | Not disclosed | Not disclosed | n/a | $0 | $0 | Not disclosed | $0 |
| 2024 to Dec 31, 2024 | 1,058 | $85.9M | $85.2M | 100.8% | $85.1M | $2.8M | Not disclosed | $2.1M |
| 2023 to Dec 31, 2023 | 1,062 | $77.3M | $83.9M | 97.8% | $87.8M | $7.7M | Not disclosed | $6.4M |
| 2022 to Dec 31, 2022 | 1,072 | $89.1M | $80.9M | 104.2% | $78.5M | $9.6M | Not disclosed | $7.9M |
- Cerity Partners codes 28 99 $451,860 PY2025
- The Bank of NY Mellon codes 18 19 21 50 $55,108 PY2025
- Long Corp Disciplined Alpha Trust codes 28 99 $22,225 PY2025
+52 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: assets.
Record history
- Manager relationship ended2025-12-31source on record
- Manager relationship ended2025-12-31source on record
- Manager relationship ended2025-12-31source on record
+11 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
+12 connections on the graph
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