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
Young & Rubicam Inc. Career Cash Balance Plan
Corporate pensionNew York, NY
Assets
$81.3M
Total assets, Dec 31, 2022 reported
Funded
99.8%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
4
none on the tape
Plan sponsor: Young & Rubicam LLC
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 0.0%
- Common/collective trusts 93.9%
- Registered investment companies 6.0%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Blackrock Long Duration Corporate1 rows, latest Dec 31, 2022
- Blackrock Insti. Trust Company, N.A1 rows, latest Dec 31, 2022
- Blackrock Institutional Trust Co,na1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Blackrock Institutional Trust Co,naplan years 2022
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Blackrock Msci Acwi Imi Index Fundcollective trust | Blackrock Institutional Trust Co | Pooled vehicles | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Long Duration Corporate Credit Screcollective trust | Blackrock Long Duration Corporate | Private credit | $21.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Long Term Govt Bond Index Fundcollective trust | Blackrock Insti. Trust Company, N.A | Fixed income | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Intermediate Govt Bond Index Fundcollective trust | Blackrock Institutional Trust Co,na | Fixed income | $45.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 3,074 | $125M | $97.9M | 99.8% | $81.3M | $28,175 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $1.2M PY2022
- Blackrock Institutional Trust Co codes 28 50 51 $146,806 PY2022
- JP Morgan Chase codes 21 $124,605 PY2022
- Bencivenga Ward & Co codes 10 $22,829 PY2022
- INT. Gov. Bond Index Sched. D C $45.8M PY2022
- Msci Acwi Imi Index Fund Sched. D C $7.6M PY2022
- Long Duration Corp Screened Fund Sched. D C $21.9M PY2022
- L/t Gov't Bond Index Sched. D C $1.0M PY2022
- Mercer codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131493710-003
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.