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

Employees' Retirement Plan of Proskauer Rose LLP

Corporate pensionNEW York, NY
Assets
$53.8M
Total assets, Oct 31, 2025 reported
Funded
100.6%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
11
5 managers on Schedule C
Plan sponsor: Proskauer Rose LLP
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 96.0%
  • Registered investment companies 4.0%
Consultants and advisers
3 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
From Schedule C (investment management, code 28)
Commitments
11 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025WTC Cif II US Long Treasurycollective trustWellington FdFixed income$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$21.7M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Wtc-Cif II US Inv Grade Corp Long Bcollective trustWellington FdPooled vehicles$9.3M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Wtc-Ctf Ultra Short Durationcollective trustWellington Trust Company, NaPooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Wtc-Cif II US Inv Grade Corp Long Bcollective trustWellington FdPooled vehicles$29.3M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Wtc-Ctf Ultra Short Durationcollective trustWellington Trust Company, NaPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Wtc-Cif II US Long Stripscollective trustWellington FdPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024WTC Cif II US Long Treasurycollective trustWellington FdFixed income$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023EB Dv Non-Sl Broad Market Stock Indcollective trustBNY MellonPublic equity$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Bnym-M Db Nsl Intl Sifcollective trustBNY MellonPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$53.8M Oct 31, 2025 reported Form 5500
$55.8M (2024-10) · $53.3M (2023-10)
Plan assets
$55.8M Nov 1, 2024 reported Form 5500
$53.3M (2023-11) · $53.5M (2022-11)
Net assets
$53.8M Oct 31, 2025 reported Form 5500
$55.8M (2024-10) · $53.3M (2023-10)
Funded ratio
100.6% Nov 1, 2024 reported Form 5500
117.5% (2023-11) · 114.6% (2022-11)
Funding target
$45.8M Nov 1, 2024 reported Form 5500
$42.6M (2023-11) · $44.7M (2022-11)
Discount rate
5.14% Nov 1, 2024 reported Form 5500
6.15% (2023-11) · 5.78% (2022-11)
Participants
638 Nov 1, 2024 reported Form 5500
660 (2023-11) · 677 (2022-11)
Contributions
$0 Oct 31, 2025 reported Form 5500
$0 (2024-10) · $0 (2023-10)
Benefits paid
$3.5M Oct 31, 2025 reported Form 5500
$3.2M (2024-10) · $3.0M (2023-10)
Net investment income
$-2.0M Oct 31, 2025 reported Form 5500
$2.5M (2024-10) · $-177,359 (2023-10)
Investment management fees
$285,733 Oct 31, 2025 reported Form 5500
$158,986 (2024-10) · $37,500 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 2025638$55.8M$45.8M100.6%$53.8M$0n/an/a
2023 to Oct 31, 2024660$53.3M$42.6M117.5%$55.8M$4.4Mn/an/a
2022 to Oct 31, 2023677$53.5M$44.7M114.6%$53.3M$9.3Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • PWC US Tax LLP codes 11 50 $213,900 PY2024
  • Carlyle Strategic Partners IV LP codes 28 50 $106,906 PY2024
  • Wellington Management Company codes 28 50 $103,827 PY2024
  • Morgan Stanley codes 28 50 $75,000 PY2024
  • Setter Capital Inc. codes 49 50 $38,529 PY2024
  • Midwest Inst.trust Co codes 18 50 $24,099 PY2024
  • Newport Trust Company codes 49 50 $15,000 PY2024
  • Simpson Thacher & Bartlett LLP codes 29 50 $6,250 PY2024
  • Wtc-Cif II US Long Treas Portpolio Sched. D C $13.0M PY2024
  • Wtc-Cif II US Inv Grade Interm Corp Sched. D C $21.7M PY2024
  • Wtc-Cif II US Inv Grade Corp Long B Sched. D C $9.3M PY2024
  • Wtc-Ctf Ultra Short Duration Sched. D C $7.7M PY2024
  • Wtc-Cif II US Long Strips Portfolio Sched. D C PY2024
  • PWC US Consulting LLP codes 11 PY2024
  • Pricewaterhousecoopers LLP codes 11 $145,406 PY2023
  • Graystone Investment Group codes 28 50 $75,000 PY2023
  • Wellington Management Company codes 28 50 $69,607 PY2023
  • Eisneramper LLP codes 10 50 $32,500 PY2023
  • Midwest Inst Trust Company codes 19 $18,256 PY2023
  • The Bank of New York Mellon Corp codes 28 50 $14,380 PY2023
  • EB Dv Non-Sl Broad Market Stock Ind Sched. D C PY2023
  • Wtc-Cif II US Inv Grade Corp Long B Sched. D C $29.3M PY2023
  • Wtc-Ctf Ultra Short Duration Sched. D C $4.2M PY2023
  • Wtc-Cif II US Long Strips Portfolio Sched. D C $6.1M PY2023
  • Wtc-Cif II US Inv Grade Interm Corp Sched. D C $6.9M PY2023
  • Wtc-Cif II US Long Treas Portpolio Sched. D C $4.0M PY2023
  • EB Dv Non-Sl Int'l Stock Index Fund Sched. D C PY2023
  • PWC US Consulting LLP codes 11 PY2023
  • Morgan Stanley Global Banking codes 28 50 $37,500 PY2022
  • Pricewaterhousecoopers LLP codes 10 $33,113 PY2022
  • EB Dv Non-Sl Broad Market Stock Ind Sched. D C $3.0M PY2022
  • EB Dv Non-Sl Int'l Stock Index Fund Sched. D C $2.0M PY2022
  • PWC US Consulting LLP codes 11 PY2022
What changed
18 events
  • Oct 31, 2025Holding endedinference
    Employees' Retirement Plan of Proskauer Rose LLP no longer reports Wtc-Cif II US Long Strips (Wellington Fd) (last held $6M at 2024-10-31; absent from the 2025-10-31 filing)
    with Wellington Fdaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    The Bank of New York Mellon Corp no longer appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2024 vs 2023)
    with Bank of New York Mellonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Carlyle Strategic Partners IV LP appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2024 vs 2023)
    with Carlyle Strategic Partners IV LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Morgan Stanley appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2024 vs 2023)
    with Morgan Stanleyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Graystone Investment Group no longer appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2024 vs 2023)
    with Graystone Investment Groupaskebsa.dol.gov
  • Nov 1, 2024Funded status changed
    Employees' Retirement Plan of Proskauer Rose LLP funded ratio 117.5% -> 100.6% (2023-11-01 to 2024-11-01)
    askebsa.dol.gov
  • Oct 31, 2024Holding endedinference
    Employees' Retirement Plan of Proskauer Rose LLP no longer reports Bnym-M Db Nsl Intl Sif (BNY Mellon) (last held $2M at 2023-10-31; absent from the 2024-10-31 filing)
    with BNY Mellonaskebsa.dol.gov
  • Oct 31, 2024Holding started
    Employees' Retirement Plan of Proskauer Rose LLP first reports an interest in Wtc-Cif II US Long Strips (Wellington Fd): $6M at 2024-10-31
    with Wellington Fdaskebsa.dol.gov
  • Oct 31, 2024Holding started
    Employees' Retirement Plan of Proskauer Rose LLP first reports an interest in WTC Cif II US Long Treasury (Wellington Fd): $4M at 2024-10-31
    with Wellington Fdaskebsa.dol.gov
  • Oct 31, 2024Holding started
    Employees' Retirement Plan of Proskauer Rose LLP first reports an interest in Wtc-Cif II US Investment Grade Inte (Wellington Fd): $7M at 2024-10-31
    with Wellington Fdaskebsa.dol.gov
  • Oct 31, 2024Holding started
    Employees' Retirement Plan of Proskauer Rose LLP first reports an interest in Wtc-Ctf Ultra Short Duration: $4M at 2024-10-31
    with Wtc-Ctf Ultra Short Durationaskebsa.dol.gov
  • Oct 31, 2024Holding endedinference
    Employees' Retirement Plan of Proskauer Rose LLP no longer reports EB Dv Non-Sl Broad Market Stock Ind (BNY Mellon) (last held $3M at 2023-10-31; absent from the 2024-10-31 filing)
    with BNY Mellonaskebsa.dol.gov
  • Oct 31, 2024Holding started
    Employees' Retirement Plan of Proskauer Rose LLP first reports an interest in Wtc-Cif II US Inv Grade Corp Long B (Wellington Fd): $29M at 2024-10-31
    with Wellington Fdaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    The Bank of New York Mellon Corp appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2023 vs 2022)
    with Bank of New York Mellonaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Morgan Stanley Global Banking no longer appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2023 vs 2022)
    with Morgan Stanley Smith Barneyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Wellington Management Company appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2023 vs 2022)
    with Wellington Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Graystone Investment Group appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2023 vs 2022)
    with Graystone Investment Groupaskebsa.dol.gov
  • Nov 1, 2023Funded status changed
    Employees' Retirement Plan of Proskauer Rose LLP funded ratio 114.6% -> 117.5% (2022-11-01 to 2023-11-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131840454-001
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.