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AllocatorsPlancorporate pension<100m

R. T. Vanderbilt Holding Company Pension Plan

Allocators

Norwalk, CT

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:86e916e2-a6ca-407e-8ce3-14c13e18b7f1

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, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
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: $11.1Mlatest reading; see basis
Assets as of: Jun 30, 2024
Assets basis: REPORTED
Funded ratio: 91%
Participants: 350
Commitments: 2with an amount; holdings are counted apart
Managers: 0
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 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
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$1.9M	Jun 30, 2023	Separate account	Dol form 5500 pension
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$542,898	Jun 30, 2024	Separate account	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; 4 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	3	$301,326	Jun 30, 2024	Derived
Registered investment companies	n/a	n/a	n/a	97	$10.8M	Jun 30, 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	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← R. T. Vanderbilt Holding Company, Inc.Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (1)

→ Milliman, Inc.Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Show 2 bookkeeping events

Occurred
Jun 30, 2024
R. T. Vanderbilt Holding Company Pension Plan total assets $40M -> $11M (-72.6%, 2023-06-30 to 2024-06-30)
Occurred
Jul 1, 2023
R. T. Vanderbilt Holding Company Pension Plan funded ratio 94.7% -> 91.0% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:86e916e2-a6ca-407e-8ce3-14c13e18b7f1
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.

R. T. Vanderbilt Holding Company Pension Plan

Allocators

Norwalk, CT

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:86e916e2-a6ca-407e-8ce3-14c13e18b7f1

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$1.9M

Jun 30, 2023

Separate account

Dol form 5500 pension

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$542,898

Jun 30, 2024

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Insurance company general account

n/a

$301,326

Jun 30, 2024

Derived

Registered investment companies

n/a

$10.8M

Jun 30, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Milliman, Inc.

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension