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.

Manager

Mackay Shields

EIN 135582869

Public LPs on the tape

distinct allocators disclosing a fund

Commitment rows

0 dated closings

Disclosed commitments

n/a

sum of the LPs' own amounts; repeats across reports

Re-ups / new

0 / 0

the plans' own words

Corporate plans

Schedule C investment manager rows

Who backs this manager

5 allocators

Allocator	Rows	Buckets	First	Latest
Nylic Retirement Plan	25	Private equity, Public equity, Fixed income, Pooled vehicles, Hedge / diversifiers	Dec 31, 2022	Dec 31, 2024
NEW York Life Insurance Company Pension Plan	16	Public equity, Private equity, Fixed income, Pooled vehicles, Hedge / diversifiers	Dec 31, 2023	Dec 31, 2024
Hourly Employees Defined Benefit Pension Plan	3	Pooled vehicles	Dec 31, 2022	Dec 31, 2024
Sheet Metal Workers Local Union No. 28 Pension Fund	3	Pooled vehicles	Dec 31, 2022	Dec 31, 2024
Municipal Employees Credit Union of Baltimore Defined Benefit Plan	1	Pooled vehicles	Dec 31, 2023	Dec 31, 2023

Funds on the tape

11 vehicles

Indexed Equity Account5 rows
Private Equity Separate Account 395 rows
High Yield Account Sa40-0035 rows
Municipals 48-0015 rows
Long/short Hedge Fund Account5 rows
Absolute Return Hedge Fund Account5 rows
Private Equity Separate Account 39a5 rows
Private Equity Separate Account 39b5 rows
Stable Value Account4 rows
NYL Guar Int Acct3 rows
International Equity Account 11a1 rows

Corporate and Taft-Hartley plans (Schedule C)

25 plans

Cement Masons Pension Trust Fund for Northern Californiaplan years 2025
Automotive Industries Pension Planplan years 2023
Greif Pension Planplan years 2023
1199seiu Health Care Employees Pension Fundplan years 2023
Board of Trustees Op Plasterers & Cement Masons L262 Pensionplan years 2023
Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acctplan years 2023
Local 854 Pension Fundplan years 2023
Division 1181 Atu - NY Employees Pension Fund and Planplan years 2023
Plumbers & Steamfitters Local 21 Pension Fundplan years 2023
NEW York District Council of Carpenters Pension Plplan years 2023
Laborers Pension Trust Fund for Northern Californiaplan years 2023
Carpenters Pension Trust Fund of St. Louisplan years 2023
Local 282 Pension Trust Fundplan years 2022
I.B.E.W. Local Union # 654 - Defined Benefit Pension Planplan years 2022
Shell Pension Planplan years 2022
Pension Plan for Employees of Baptist Health Richmondplan years 2022
Nextera Energy, Inc. Employee Pension Planplan years 2022
International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Planplan years 2022
Iuoe Stationary Engineers Local 39 Pension Planplan years 2022
Meba Pension Trust-Defined Benefit Planplan years 2022
Metal Lathers Local 46 Pension Fundplan years 2022
Cement Masons Local 780 Pension Fundplan years 2022
Bakery & Confectionery Union & Industry International Pension Fundplan years 2022
Western Conference of Teamsters Pension Planplan years 2022
Local 381 Pension Fundplan years 2022

Commitment rows

48 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	Hourly Employees Defined Benefit Pension Plan	NYL Guar Int Acctseparate account	Pooled vehicles	$286,677 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Sheet Metal Workers Local Union No. 28 Pension Fund	Stable Value Accountseparate account	Pooled vehicles	$30.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NEW York Life Insurance Company Pension Plan	Indexed Equity Accountseparate account	Public equity	$162M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NEW York Life Insurance Company Pension Plan	Private Equity Separate Account 39separate account	Private equity	$120,017 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NEW York Life Insurance Company Pension Plan	High Yield Account Sa40-003separate account	Fixed income	$224M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NEW York Life Insurance Company Pension Plan	Municipals 48-001separate account	Pooled vehicles	$107M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NEW York Life Insurance Company Pension Plan	Long/short Hedge Fund Accountseparate account	Hedge / diversifiers	$16.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NEW York Life Insurance Company Pension Plan	Absolute Return Hedge Fund Accountseparate account	Hedge / diversifiers	$585,651 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NEW York Life Insurance Company Pension Plan	Private Equity Separate Account 39aseparate account	Private equity	$839,473 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NEW York Life Insurance Company Pension Plan	Private Equity Separate Account 39bseparate account	Private equity	$681M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Nylic Retirement Plan	Private Equity Separate Account 39separate account	Private equity	$119,995 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Nylic Retirement Plan	Indexed Equity Accountseparate account	Public equity	$128M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Nylic Retirement Plan	High Yield Account Sa40-003separate account	Fixed income	$166M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Nylic Retirement Plan	Municipals 48-001separate account	Pooled vehicles	$76.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Nylic Retirement Plan	Long/short Hedge Fund Accountseparate account	Hedge / diversifiers	$11.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Nylic Retirement Plan	Absolute Return Hedge Fund Accountseparate account	Hedge / diversifiers	$437,857 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Nylic Retirement Plan	Private Equity Separate Account 39aseparate account	Private equity	$209,868 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Nylic Retirement Plan	Private Equity Separate Account 39bseparate account	Private equity	$536M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Sheet Metal Workers Local Union No. 28 Pension Fund	Stable Value Accountseparate account	Pooled vehicles	$29.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NEW York Life Insurance Company Pension Plan	Indexed Equity Accountseparate account	Public equity	$229M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NEW York Life Insurance Company Pension Plan	Private Equity Separate Account 39separate account	Private equity	$262,040 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NEW York Life Insurance Company Pension Plan	High Yield Account Sa40-003separate account	Fixed income	$209M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NEW York Life Insurance Company Pension Plan	Municipals 48-001separate account	Pooled vehicles	$107M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NEW York Life Insurance Company Pension Plan	Long/short Hedge Fund Accountseparate account	Hedge / diversifiers	$43.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NEW York Life Insurance Company Pension Plan	Absolute Return Hedge Fund Accountseparate account	Hedge / diversifiers	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NEW York Life Insurance Company Pension Plan	Private Equity Separate Account 39aseparate account	Private equity	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NEW York Life Insurance Company Pension Plan	Private Equity Separate Account 39bseparate account	Private equity	$761M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Nylic Retirement Plan	Private Equity Separate Account 39separate account	Private equity	$262,040 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Nylic Retirement Plan	Indexed Equity Accountseparate account	Public equity	$158M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Nylic Retirement Plan	High Yield Account Sa40-003separate account	Fixed income	$155M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Nylic Retirement Plan	Municipals 48-001separate account	Pooled vehicles	$75.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Nylic Retirement Plan	Long/short Hedge Fund Accountseparate account	Hedge / diversifiers	$31.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Nylic Retirement Plan	Absolute Return Hedge Fund Accountseparate account	Hedge / diversifiers	$854,834 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Nylic Retirement Plan	Private Equity Separate Account 39aseparate account	Private equity	$258,250 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Nylic Retirement Plan	Private Equity Separate Account 39bseparate account	Private equity	$598M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Hourly Employees Defined Benefit Pension Plan	NYL Guar Int Acctseparate account	Pooled vehicles	$257,054 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Municipal Employees Credit Union of Baltimore Defined Benefit Plan	Stable Value Accountseparate account	Pooled vehicles	$374,460 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Nylic Retirement Plan	International Equity Account 11aseparate account	Public equity	$180M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Nylic Retirement Plan	Private Equity Separate Account 39separate account	Private equity	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Nylic Retirement Plan	Indexed Equity Accountseparate account	Public equity	$125M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Nylic Retirement Plan	High Yield Account Sa40-003separate account	Fixed income	$138M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Nylic Retirement Plan	Municipals 48-001separate account	Pooled vehicles	$68.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Nylic Retirement Plan	Long/short Hedge Fund Accountseparate account	Hedge / diversifiers	$145M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Nylic Retirement Plan	Absolute Return Hedge Fund Accountseparate account	Hedge / diversifiers	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Nylic Retirement Plan	Private Equity Separate Account 39aseparate account	Private equity	$293,961 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Nylic Retirement Plan	Private Equity Separate Account 39bseparate account	Private equity	$596M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Hourly Employees Defined Benefit Pension Plan	NYL Guar Int Acctseparate account	Pooled vehicles	$299,212 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Sheet Metal Workers Local Union No. 28 Pension Fund	Stable Value Accountseparate account	Pooled vehicles	$28.8M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2024Manager relationship startedCement Masons Pension Trust Fund for Northern California
Mackay Shields appears on Cement Masons Pension Trust Fund for Northern California's Schedule C as investment manager (plan year 2024 vs 2023)
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceGreif Pension Plan
New York Life Insurance Company no longer appears on Greif Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceCement Masons Local 780 Pension Fund
Mackay Shields Mgmt Co. no longer appears on Cement Masons Local 780 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2024Manager relationship startedAutomotive Industries Pension Plan
Mackay Shields LLC appears on Automotive Industries Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceBoard of Trustees Op Plasterers & Cement Masons L262 Pension
Mackay Shields LLC no longer appears on Board of Trustees Op Plasterers & Cement Masons L262 Pension's Schedule C as investment manager (plan year 2024 vs 2023)
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceShell Pension Plan
Mackay Shields no longer appears on Shell Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceCarpenters Pension Trust Fund of St. Louis
Mackay Shields no longer appears on Carpenters Pension Trust Fund of St. Louis's Schedule C as investment manager (plan year 2024 vs 2023)
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2023Holding startedMunicipal Employees Credit Union of Baltimore Defined Benefit Plan
Municipal Employees Credit Union of Baltimore Defined Benefit Plan first reports an interest in Stable Value Account (Mackay Shields): $374,460 at 2023-12-31
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceNylic Retirement Plan
Nylic Retirement Plan no longer reports International Equity Account 11a (Mackay Shields) (last held $180M at 2022-12-31; absent from the 2023-12-31 filing)
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceLocal 854 Pension Fund
NY Life Investment Management no longer appears on Local 854 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2023Manager relationship startedGreif Pension Plan
New York Life Insurance Company appears on Greif Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceWestern Conference of Teamsters Pension Plan
Mackay Shields LLC no longer appears on Western Conference of Teamsters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceI.B.E.W. Local Union # 654 - Defined Benefit Pension Plan
Mackay Shields LLC no longer appears on I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2023Manager relationship startedBoard of Trustees Op Plasterers & Cement Masons L262 Pension
Mackay Shields LLC appears on Board of Trustees Op Plasterers & Cement Masons L262 Pension's Schedule C as investment manager (plan year 2023 vs 2022)
with Mackay Shieldsaskebsa.dol.gov