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AllocatorsPlancorporate pension100m-1b

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.

Allocators

NEW York, NY

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Search this name across graphsid dfx:al:2b17d0c3-68aa-43e9-ab52-684d06de77b6

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 11:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $123Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 89%
Participants: 496
Commitments: 45with an amount; holdings are counted apart
Managers: 6
Funds: 15
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 45

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Long Duration Corporate Credit Scre	Blackrock Institutional Trust Company, N.A.	Private credit	$64.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Institutional Trust Company, N.A.	Private credit	$42.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Institutional Trust Company, N.A.	Private credit	$39.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$21.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$16.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$14.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
International Alpha Tilts Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$11.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Intermediate Govt Bond Index Fund	Blackrock Institutional Trust Co,na	Fixed income	$11.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
TSY U.S. 25+ Yr Key Rate Dur Nl Fd	Blackrock	Pooled vehicle	$10.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
International Alpha Tilts Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$9.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
TSY U.S. 25+ Yr Key Rate Dur Nl Fd	Blackrock	Pooled vehicle	$6.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
International Alpha Tilts Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$6.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
High Yield Bond Fund	Blackrock Insti. Trust Company, N.A	Fixed income	$5.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
TSY U.S. 25+ Yr Key Rate Dur Nl Fd	Blackrock	Pooled vehicle	$4.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
High Yield Bond Fund	Blackrock Insti. Trust Company, N.A	Fixed income	$4.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Pooled Sa05	AXA Equitable Life Ins Co	Pooled vehicle	$4.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
Pooled Sa05	AXA Equitable Life Ins Co	Pooled vehicle	$4.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Treasury US 10 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$4.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
World Real Estate Sec Fd	Blackrock Insti. Trust Company, N.A	Real estate	$3.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Emerging Markets Alpha Tilts Fund	Blackrock Insti. Trust Company, N.A	Public equity	$3.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
High Yield Bond Fund	Blackrock Insti. Trust Company, N.A	Fixed income	$3.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Emerging Markets Alpha Tilts Fund	Blackrock Insti. Trust Company, N.A	Public equity	$3.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Treas. Jpm Embi Global Diversified	Blackrock Insti. Trust Company, N.A	Hedge diversifiers	$3.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Treas. Jpm Embi Global Diversified	Blackrock Insti. Trust Company, N.A	Hedge diversifiers	$3.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Treasury US 15 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$3.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$895,169	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	95	$118M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	3	$3.1M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Milliman, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Bank of America	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Blackrock Insti. Trust Company, N.A	n/a	Dec 31, 2023	n/a	yes	fact
Blackrock Institutional Trust Co,na	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Demarche	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (3)

← Blackrock Insti. Trust Company, N.AManager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← DemarcheInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Blackrock Institutional Trust Co,naInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Sponsors (1)

← Rockefeller Group International, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Milliman, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Bank of AmericaInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Manager relationship started
Blackrock Institutional Trust Co. appears on Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
Blackrock Institutional Trust Co,na Form 5500observed 4 days ago

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. funded ratio 85.3% -> 89.4% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. funded ratio 115.7% -> 85.3% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. plan assets $157M -> $111M (-29.1%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:2b17d0c3-68aa-43e9-ab52-684d06de77b6
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.