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AllocatorsPlancorporate pension<100m

The Burke Rehabilitation Hospital Retirement Plan

Allocators

White Plains, NY

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Search this name across graphsid dfx:al:4bac8d53-1cc5-4882-84f8-4f54f08eee74

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 6
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: $68.5Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 76%
Participants: 891
Commitments: 14with an amount; holdings are counted apart
Managers: 3
Funds: 5
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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
20+ Yr U S Treas Strips	AON Trust Company LLC	Pooled vehicle	$17.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
20+ Yr U S Treas Strips	AON Trust Company LLC	Pooled vehicle	$16.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
20+ Yr U S Treas Strips	AON Trust Company LLC	Pooled vehicle	$15.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Global Real Estate	AON Hewitt Investment Consulting, I	Real estate	$11.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Global Equity Fund	AON Trust Company LLC	Public equity	$10.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Global Equity Fund	AON Trust Company LLC	Public equity	$8.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Global Equity Fund	AON Trust Company LLC	Public equity	$8.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
AON Enhanced Liability Driven Inves	AON Trust Company LLC	Pooled vehicle	$3.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Enhanced Liability Driven Inves	AON Trust Company LLC	Pooled vehicle	$2.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$853,889	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$819,251	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$810,362	Dec 31, 2022	Separate account	Dol form 5500 pension
AON Global Real Estate	AON Hewitt Investment Consulting, I	Real estate	$40,226	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Global Real Estate	AON Hewitt Investment Consulting, I	Real estate	$38,705	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; 12 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$1.3M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	11	$7.6M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	84	$57.7M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	1	$853,889	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
AON Investments USA Inc	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Bank of New York Mellon	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Burke Rehabilitation HospitalPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ AON Investments USA IncInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Bank of New York MellonInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
The Burke Rehabilitation Hospital Retirement Plan no longer reports AON Enhanced Liability Driven Inves (AON Trust Company LLC) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
AON Trust Company LLC Form 5500observed 5 days ago
$2.6M

Show 5 bookkeeping events

Occurred
Jan 1, 2024
The Burke Rehabilitation Hospital Retirement Plan plan assets $79M -> $69M (-11.7%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
The Burke Rehabilitation Hospital Retirement Plan funded ratio 78.3% -> 76.1% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
The Burke Rehabilitation Hospital Retirement Plan total assets $78M -> $69M (-11.3%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
The Burke Rehabilitation Hospital Retirement Plan plan assets $100M -> $79M (-21.8%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
The Burke Rehabilitation Hospital Retirement Plan funded ratio 89.0% -> 78.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:4bac8d53-1cc5-4882-84f8-4f54f08eee74
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.