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AllocatorsPlancorporate pension100m-1b

The Retirement Plan of Ridgewood Savings Bank

Allocators

Ridgewood, NY

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Search this name across graphsid dfx:al:99cd2bc0-68a0-46bb-a240-f4288cacaccd

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 7:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
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: $167Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 101%
Participants: 825
Commitments: 18with an amount; holdings are counted apart
Managers: 2
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Sep 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 30, 2025
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
5-20 Yr US High Quality Corp Bond N	State Street Global Advisors Trust	Fixed income	$66.1M	Sep 30, 2025	Collective trust	Dol form 5500 pension
20 Yr US High Quality Corp Bond Nl	State Street Global Advisors Trust	Fixed income	$64.3M	Sep 30, 2025	Collective trust	Dol form 5500 pension
5-20 Yr US High Quality Corp Bond N	State Street Global Advisors Trust	Fixed income	$63.1M	Sep 30, 2024	Collective trust	Dol form 5500 pension
20 Yr US High Quality Corp Bond Nl	State Street Global Advisors Trust	Fixed income	$61.7M	Sep 30, 2024	Collective trust	Dol form 5500 pension
5-20 Yr US High Quality Corp Bond N	State Street Global Advisors Trust	Fixed income	$57.0M	Sep 30, 2023	Collective trust	Dol form 5500 pension
20 Yr US High Quality Corp Bond Nl	State Street Global Advisors Trust	Fixed income	$47.2M	Sep 30, 2023	Collective trust	Dol form 5500 pension
S&p 500 Flagship Nl Fund	State Street - Russell 2000	Pooled vehicle	$19.3M	Sep 30, 2024	Collective trust	Dol form 5500 pension
S&p 500 Flagship Nl Fund	State Street - Russell 2000	Pooled vehicle	$18.5M	Sep 30, 2023	Collective trust	Dol form 5500 pension
S&p 500 Flagship Nl Fund	State Street - Russell 2000	Pooled vehicle	$17.9M	Sep 30, 2025	Collective trust	Dol form 5500 pension
Msci Acwi Ex USA Nl Fund	State Street Global Advisors Trust	Pooled vehicle	$8.7M	Sep 30, 2025	Collective trust	Dol form 5500 pension
Msci Acwi Ex USA Nl Fund	State Street Global Advisors Trust	Pooled vehicle	$8.2M	Sep 30, 2023	Collective trust	Dol form 5500 pension
Msci Acwi Ex USA Nl Fund	State Street Global Advisors Trust	Pooled vehicle	$7.9M	Sep 30, 2024	Collective trust	Dol form 5500 pension
Russell 2000 Index Nl Fund	State Street - Russell 2000	Pooled vehicle	$4.6M	Sep 30, 2025	Collective trust	Dol form 5500 pension
Ssga S&p Midcap 400 R Index Nl Fund	State Street - Russell 2000	Pooled vehicle	$4.4M	Sep 30, 2023	Collective trust	Dol form 5500 pension
Ssga S&p Midcap 400 R Index Nl Fund	State Street - Russell 2000	Pooled vehicle	$4.4M	Sep 30, 2025	Collective trust	Dol form 5500 pension
Ssga S&p Midcap 400 R Index Nl Fund	State Street - Russell 2000	Pooled vehicle	$4.3M	Sep 30, 2024	Collective trust	Dol form 5500 pension
Russell 2000 Index Nl Fund	State Street - Russell 2000	Pooled vehicle	$3.8M	Sep 30, 2023	Collective trust	Dol form 5500 pension
Russell 2000 Index Nl Fund	State Street - Russell 2000	Pooled vehicle	$3.7M	Sep 30, 2024	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$502,831	Sep 30, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	100	$166M	Sep 30, 2025	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
Pentegra Trust Company	trustee	Oct 1, 2023	Sep 30, 2024	no	fact	Dol form 5500 pension
Pentegra Trust Company	custodian	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
Pentegra Services, Inc.	actuary	Oct 1, 2022	Sep 30, 2023	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
State Street Bank & Trust Company	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact

Relationships

Sponsors (1)

← Ridgewood Savings BankPlan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (2)

→ Pentegra Trust CompanyInvestment consultantcustodian
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Pentegra Services, Inc.Investment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500

Manages for (1)

← State Street Bank & Trust CompanyInvestment consultantInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Oct 1, 2024
The Retirement Plan of Ridgewood Savings Bank plan assets $142M -> $163M (+15.0%, 2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
The Retirement Plan of Ridgewood Savings Bank total assets $142M -> $163M (+15.0%, 2023-09-30 to 2024-09-30)
Occurred
Oct 1, 2023
The Retirement Plan of Ridgewood Savings Bank funded ratio 102.9% -> 100.7% (2022-10-01 to 2023-10-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:99cd2bc0-68a0-46bb-a240-f4288cacaccd
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.