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AllocatorsPlancorporate pension100m-1b

Unity Health System Retirement Plan

Allocators

Rochester, NY

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Search this name across graphsid dfx:al:59c1748f-56cc-4cea-b8a0-c8eefb4eb4d8

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 5:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
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: $343Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 89%
Participants: 10,284
Commitments: 17with an amount; holdings are counted apart
Managers: 5
Funds: 6
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
Long Duration Corporate Credit Scre	Blackrock Institutional Trust Company, N.A.	Private credit	$43.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Institutional Trust Company, N.A.	Private credit	$21.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Institutional Trust Company, N.A.	Private credit	$15.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jennison Global Opportunity Fund	Prudential Trust Co.	Pooled vehicle	$14.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Axiom Investors Collective Investme	Axiom Investors, LLC	Pooled vehicle	$13.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jennison Global Opportunity Fund	Prudential Trust Co.	Pooled vehicle	$12.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Arrowstreet Global Equity Acwi Cit	Arrowstreet Global	Public equity	$11.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Axiom Investors Collective Investme	Axiom Investors, LLC	Pooled vehicle	$11.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jennison Global Opportunity Fund	Prudential Trust Co.	Pooled vehicle	$10.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Arrowstreet Global Equity Acwi Cit	Arrowstreet Global	Public equity	$10.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Arrowstreet Global Equity Acwi Cit	Arrowstreet Global	Public equity	$9.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Lazard Global Equity Franchise Cit	n/a	Public equity	$9.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Lazard Global Equity Franchise Cit	n/a	Public equity	$9.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Hardman Johnston Int'l Equity Group	Hardman Johnston Global Advisors	Public equity	$8.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Hardman Johnston Int'l Equity Group	Hardman Johnston Global Advisors	Public equity	$8.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Hardman Johnston Int'l Equity Group	Hardman Johnston Global Advisors	Public equity	$7.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Axiom Investors Collective Investme	Axiom Investors, LLC	Pooled vehicle	$5.6M	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; 15 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	14	$46.8M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	48	$164M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	28	$97.2M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	5	$16.3M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	2	$7.3M	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
Mercer	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Northern Trust Co.	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Nepc, LLC	Pension consultant	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
Hardman Johnston Global Advisors	n/a	Dec 31, 2024	n/a	yes	fact
Axiom Investors, LLC	n/a	Dec 31, 2022	n/a	yes	fact
Arrowstreet Global	n/a	Dec 31, 2022	n/a	yes	fact
Blackrock Institutional Trust Co,na	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Invesco Advisers, Inc.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Hotchkis & Wiley Capital Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Parametric Portfolio Associates	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Johnston International	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (8)

← Hardman Johnston Global AdvisorsInvestment consultant
Dec 31, 2024 to presentfactForm 5500
← Arrowstreet GlobalManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Axiom Investors, LLCManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Johnston InternationalManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Blackrock Institutional Trust Co,naInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Invesco Advisers, Inc.Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Hotchkis & Wiley Capital ManagementManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Parametric Portfolio AssociatesManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Unity Health SystemPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ MercerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Nepc, LLCInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Unity Health System Retirement Plan first reports an interest in Lazard Global Equity Franchise Cit: $10M at 2023-12-31
Lazard Global Equity Franchise Cit Form 5500observed 4 days ago
$9.9M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Unity Health System Retirement Plan funded ratio 84.6% -> 88.7% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Unity Health System Retirement Plan plan assets $417M -> $300M (-28.1%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Unity Health System Retirement Plan funded ratio 106.1% -> 84.6% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:59c1748f-56cc-4cea-b8a0-c8eefb4eb4d8
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.