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AllocatorsPlancorporate pension1b-10b

The Bank of New York Mellon Corporation Pension Plan

Allocators

Pittsburgh, PA

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Search this name across graphsid dfx:al:6a816877-d3d7-4af8-b546-79e95c32311d

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, 9:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 12
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: $5.2Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 151%
Participants: 55,171
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
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

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Master trust investment accounts	n/a	n/a	n/a	100	$5.2B	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	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
AON Consulting, Inc.	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Buck Global, LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Kpmg LLP	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Cohen and Buckmann PC	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Reed Smith LLP	General 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
Loop Capital Markets LLC	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Earnest Partners	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Western Asset Management	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Russell Investments US	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Pgim Inc	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Loomis Sayles	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Legg Mason, Inc and Subsidiaries	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Metlife Investment Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Baillie Gifford Int'l LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Dodge & Cox	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Harding Loevner LP	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wellington Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Templeton Investment Counsel LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Genesis Investment Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
AXA Equitable Life Ins Co	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Fiera Capital	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Champlain Investment Partners LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
River Road Asset Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Timessquare Capital Management, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Bank of New York MellonInvestment consultantPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ Buck Global, LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Kpmg LLPPlan sponsorGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Cohen and Buckmann PCInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Reed Smith LLPPlan sponsorGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AonInvestment consultantactuary
Jan 1, 2024 to Dec 31, 2024factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Jan 1, 2024 to Dec 31, 2024factForm 5500

Manages for (19)

← Champlain Investment Partners LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← River Road Asset ManagementManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Timessquare Capital Management, LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Pgim IncManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Loomis SaylesManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Legg Mason, Inc and SubsidiariesManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Metlife Investment ManagementManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Baillie Gifford Int'l LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Dodge & CoxInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Templeton Investment Counsel LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Genesis Investment ManagementManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← AXA Equitable Life Ins CoManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Fiera CapitalInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Harding Loevner LPManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Western Asset ManagementInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Russell Investments USManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Earnest PartnersManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Loop Capital Markets LLCManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
AON Consulting, Inc. appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
Aon Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Consultant changed
Reed Smith LLP no longer appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
Reed Smith LLP Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Legg Mason, Inc. no longer appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Legg Mason, Inc and Subsidiaries Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Manager relationship started
Loop Capital Markets LLC appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Loop Capital Markets LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Russell Investments US no longer appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Russell Investments US Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Cohen and Buckmann PC no longer appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
Cohen and Buckmann PC Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Earnest Partners LLC appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Earnest Partners Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Russell Investments US appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Russell Investments US Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Western Asset Management Inc appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Western Asset Management Form 5500observed 5 days ago

Show 3 bookkeeping events

Occurred
Jan 1, 2024
The Bank of New York Mellon Corporation Pension Plan funded ratio 145.6% -> 150.7% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
The Bank of New York Mellon Corporation Pension Plan funded ratio 170.6% -> 145.6% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
The Bank of New York Mellon Corporation Pension Plan plan assets $6.3B -> $5.0B (-21.6%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:6a816877-d3d7-4af8-b546-79e95c32311d
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.

The Bank of New York Mellon Corporation Pension Plan

Allocators

Pittsburgh, PA

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:6a816877-d3d7-4af8-b546-79e95c32311d

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Master trust investment accounts

n/a

100

$5.2B

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Aon

actuary

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

AON Consulting, Inc.

actuary

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Buck Global, LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Kpmg LLP

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Cohen and Buckmann PC

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Reed Smith LLP

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Loop Capital Markets LLC

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Earnest Partners

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Western Asset Management

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Russell Investments US

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Pgim Inc

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Loomis Sayles

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Legg Mason, Inc and Subsidiaries

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Metlife Investment Management

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Baillie Gifford Int'l LLC

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Dodge & Cox

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Harding Loevner LP

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Wellington Management

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Templeton Investment Counsel LLC

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Genesis Investment Management

Investment management

Jan 1, 2022

Dec 31, 2022

fact

AXA Equitable Life Ins Co

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Fiera Capital

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Champlain Investment Partners LLC

Investment management

Jan 1, 2022

Dec 31, 2022

fact

River Road Asset Management

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Timessquare Capital Management, LLC

Investment management

Jan 1, 2022

Dec 31, 2022

fact