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

Moody's Corporation Retirement Account

Corporate pensionNEW York, NY
Assets
$460M
Total assets, Dec 31, 2024 reported
Funded
100.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
11
none on the tape
Plan sponsor: Moody's Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Partnership/joint venture interests 6.6%
  • Common/collective trusts 39.4%
  • Registered investment companies 48.3%
  • Real estate (other than employer real property) 5.2%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
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 Dec 31, 2024Extended Equity Market Fundcollective trustBlackrock Institutional Trust Company, N.A.Public equity$24.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Msci World Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$114M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Long Term Govt Nl Indexcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$42.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Harding Loevner Emerging Markets Fdcollective trustGlobal Trust Company - Harding LoevnerPublic equity$20.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Extended Equity Market Fundcollective trustBlackrock Institutional Trust Company, N.A.Public equity$21.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Msci World Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$106M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Long Term Govt Nl Indexcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$45.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Harding Loevner Emerging Markets Fdcollective trustGlobal Trust Company - Harding LoevnerPublic equity$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Extended Equity Market Fundcollective trustBlackrock Institutional Trust Company, N.A.Public equity$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Msci World Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$96.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Long Term Govt Nl Indexcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$44.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$460M Dec 31, 2024 reported Form 5500
$449M (2023-12) · $420M (2022-12)
Plan assets
$449M Jan 1, 2024 reported Form 5500
$419M (2023-01) · $544M (2022-01)
Net assets
$459M Dec 31, 2024 reported Form 5500
$449M (2023-12) · $419M (2022-12)
Funded ratio
100.2% Jan 1, 2024 reported Form 5500
100.0% (2023-01) · 108.0% (2022-01)
Funding target
$357M Jan 1, 2024 reported Form 5500
$344M (2023-01) · $324M (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.29% (2023-01) · 5.47% (2022-01)
Participants
2,199 Jan 1, 2024 reported Form 5500
2,246 (2023-01) · 2,274 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$12.9M Dec 31, 2024 reported Form 5500
$18.8M (2023-12) · $13.2M (2022-12)
Net investment income
$10.7M Dec 31, 2024 reported Form 5500
$29.2M (2023-12) · $-124M (2022-12)
Investment management fees
$670,000 Dec 31, 2024 reported Form 5500
$629,000 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,199$449M$357M100.2%$460M$30.4Mn/a$23.8M
2023 to Dec 31, 20232,246$419M$344M100.0%$449M$28.4Mn/a$25.5M
2022 to Dec 31, 20222,274$544M$324M108.0%$420M$25.3Mn/a$26.9M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2024Holding endedinference
    Moody's Corporation Retirement Account no longer reports Harding Loevner Emerging Markets Fd (last held $20M at 2023-12-31; absent from the 2024-12-31 filing)
    with Harding Loevner Emerging Markets Fdaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Moody's Corporation Retirement Account funded ratio 108.0% -> 100.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Moody's Corporation Retirement Account plan assets $544M -> $419M (-22.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133998945-010
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.