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AllocatorsPlancorporate pension<100m

Retirement Plan for the Employees of Bessemer Trust Company

Allocators

Woodbridge, NJ

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:56af7407-4a21-4974-b435-ec33e20b33fd

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, 10:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 3
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: $0latest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 88%
Participants: 751
Commitments: 4with an amount; holdings are counted apart
Managers: 0
Funds: 2
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2023
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
BTC Coll Emp Ben F/i Fund No 4	n/a	Pooled vehicle	$21.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
BTC Emp Ben All Cap Core Fd No 3	n/a	Pooled vehicle	$20.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
BTC Coll Emp Ben F/i Fund No 4	n/a	Pooled vehicle	$20.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
BTC Emp Ben All Cap Core Fd No 3	n/a	Pooled vehicle	$18.8M	Dec 31, 2022	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; 8 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	$2.5M	Dec 31, 2023	Derived
Other investments	n/a	n/a	n/a	14	$16.8M	Dec 31, 2023	Derived
Common/collective trusts	n/a	n/a	n/a	35	$41.5M	Dec 31, 2023	Derived
Registered investment companies	n/a	n/a	n/a	48	$56.7M	Dec 31, 2023	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
Buck Global, LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Bessemer Trust CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ Buck Global, LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Dec 31, 2024
Retirement Plan for the Employees of Bessemer Trust Company total assets $118M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2023
Retirement Plan for the Employees of Bessemer Trust Company plan assets $140M -> $110M (-21.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Plan for the Employees of Bessemer Trust Company funded ratio 96.2% -> 87.1% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:56af7407-4a21-4974-b435-ec33e20b33fd
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.

Retirement Plan for the Employees of Bessemer Trust Company

Allocators

Woodbridge, NJ

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:56af7407-4a21-4974-b435-ec33e20b33fd

Vehicle

Manager

Bucket

Value

As of

Kind

Source

BTC Coll Emp Ben F/i Fund No 4

n/a

Pooled vehicle

$21.1M

Dec 31, 2023

Collective trust

Dol form 5500 pension

BTC Emp Ben All Cap Core Fd No 3

n/a

Pooled vehicle

$20.4M

Dec 31, 2023

Collective trust

Dol form 5500 pension

BTC Coll Emp Ben F/i Fund No 4

n/a

Pooled vehicle

$20.1M

Dec 31, 2022

Collective trust

Dol form 5500 pension

BTC Emp Ben All Cap Core Fd No 3

n/a

Pooled vehicle

$18.8M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$2.5M

Dec 31, 2023

Derived

Other investments

n/a

$16.8M

Dec 31, 2023

Derived

Common/collective trusts

n/a

$41.5M

Dec 31, 2023

Derived

Registered investment companies

n/a

$56.7M

Dec 31, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

Buck Global, LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension