DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Employees' Retirement Plan of Proskauer Rose LLP

Allocators

NEW York, NY

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:eea0436b-4a94-4fb8-a3e3-b1789d6e360d

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, 3:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 18
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: $53.8Mlatest reading; see basis
Assets as of: Oct 31, 2025
Assets basis: REPORTED
Funded ratio: 101%
Participants: 638
Commitments: 11with an amount; holdings are counted apart
Managers: 3
Funds: 7
Re-ups: 0
First-time managers: 0
Latest commitment: Oct 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Oct 31, 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
Wtc-Cif II US Inv Grade Corp Long B	Wellington Trust Company, Na	Pooled vehicle	$29.3M	Oct 31, 2024	Collective trust	Dol form 5500 pension
Wtc-Cif II US Investment Grade Inte	Wellington Trust Company, Na	Pooled vehicle	$21.7M	Oct 31, 2025	Collective trust	Dol form 5500 pension
WTC Cif II US Long Treasury	Wellington Trust Company, Na	Fixed income	$13.0M	Oct 31, 2025	Collective trust	Dol form 5500 pension
Wtc-Cif II US Inv Grade Corp Long B	Wellington Trust Company, Na	Pooled vehicle	$9.3M	Oct 31, 2025	Collective trust	Dol form 5500 pension
Wtc-Ctf Ultra Short Duration	Wellington	Pooled vehicle	$7.7M	Oct 31, 2025	Collective trust	Dol form 5500 pension
Wtc-Cif II US Investment Grade Inte	Wellington Trust Company, Na	Pooled vehicle	$6.9M	Oct 31, 2024	Collective trust	Dol form 5500 pension
Wtc-Cif II US Long Strips	Wellington Trust Company, Na	Pooled vehicle	$6.1M	Oct 31, 2024	Collective trust	Dol form 5500 pension
Wtc-Ctf Ultra Short Duration	Wellington	Pooled vehicle	$4.2M	Oct 31, 2024	Collective trust	Dol form 5500 pension
WTC Cif II US Long Treasury	Wellington Trust Company, Na	Fixed income	$4.0M	Oct 31, 2024	Collective trust	Dol form 5500 pension
EB Dv Non-Sl Broad Market Stock Ind	BNY Mellon	Public equity	$3.0M	Oct 31, 2023	Collective trust	Dol form 5500 pension
Bnym-M Db Nsl Intl Sif	BNY Mellon	Pooled vehicle	$2.0M	Oct 31, 2023	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 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	96	$51.7M	Oct 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	4	$2.1M	Oct 31, 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
PWC US Tax LLP	actuary	Nov 1, 2023	Oct 31, 2024	no	fact	Dol form 5500 pension
Midwest Inst.trust Co	custodian	Nov 1, 2023	Oct 31, 2024	no	fact	Dol form 5500 pension
PWC US Consulting LLP	actuary	Nov 1, 2022	Oct 31, 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
Wellington	n/a	Oct 31, 2024	n/a	yes	fact
Morgan Stanley	Investment management	Nov 1, 2024	Oct 31, 2025	no	fact
Carlyle Strategic Partners IV LP	Investment management	Nov 1, 2024	Oct 31, 2025	no	fact
Bank of New York Mellon	Investment management	Nov 1, 2023	Oct 31, 2024	no	fact
Wellington Management	Investment management	Nov 1, 2023	Oct 31, 2024	no	fact
Graystone Investment Group	Investment management	Nov 1, 2023	Oct 31, 2024	no	fact
Morgan Stanley Smith Barney	Investment management	Nov 1, 2022	Oct 31, 2023	no	fact

Relationships

Manages for (7)

← WellingtonManager with allocator capital
Oct 31, 2024 to presentfactForm 5500
← Morgan Stanley Smith BarneyManager with allocator capitalInvestment management
Nov 1, 2022 to Oct 31, 2023factForm 5500
← Wellington ManagementInvestment consultantInvestment management
Nov 1, 2023 to Oct 31, 2024factForm 5500
← Bank of New York MellonInvestment consultantInvestment management
Nov 1, 2023 to Oct 31, 2024factForm 5500
← Graystone Investment GroupManager with allocator capitalInvestment management
Nov 1, 2023 to Oct 31, 2024factForm 5500
← Morgan StanleyInvestment consultantInvestment management
Nov 1, 2024 to Oct 31, 2025factForm 5500
← Carlyle Strategic Partners IV LPManager with allocator capitalInvestment management
Nov 1, 2024 to Oct 31, 2025factForm 5500

Sponsors (1)

← Proskauer Rose LLPPlan sponsorPlan sponsor
Nov 1, 2022 to presentfactForm 5500

Advised by (3)

→ PWC US Consulting LLPInvestment consultantactuary
Nov 1, 2022 to Oct 31, 2023factForm 5500
→ PWC US Tax LLPInvestment consultantactuary
Nov 1, 2023 to Oct 31, 2024factForm 5500
→ Midwest Inst.trust CoInvestment consultantcustodian
Nov 1, 2023 to Oct 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
Carlyle Strategic Partners IV LP appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2024 vs 2023)
Carlyle Strategic Partners IV LP Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship started
Morgan Stanley appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2024 vs 2023)
Morgan Stanley Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Graystone Investment Group no longer appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2024 vs 2023)
Graystone Investment Group Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
The Bank of New York Mellon Corp no longer appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2024 vs 2023)
Bank of New York Mellon Form 5500observed 4 days ago
Occurred
Oct 31, 2024
Holding in a pooled vehicle started
Employees' Retirement Plan of Proskauer Rose LLP first reports an interest in Wtc-Cif II US Inv Grade Corp Long B (Wellington Fd): $29M at 2024-10-31
Wellington Trust Company, Na Form 5500observed 4 days ago
$29.3M
Occurred
Oct 31, 2024
Holding in a pooled vehicle ended
Employees' Retirement Plan of Proskauer Rose LLP no longer reports EB Dv Non-Sl Broad Market Stock Ind (BNY Mellon) (last held $3M at 2023-10-31; absent from the 2024-10-31 filing)
BNY Mellon Form 5500observed 4 days ago
$3.0M
Occurred
Oct 31, 2024
Holding in a pooled vehicle started
Employees' Retirement Plan of Proskauer Rose LLP first reports an interest in Wtc-Ctf Ultra Short Duration: $4M at 2024-10-31
Wtc-Ctf Ultra Short Duration Form 5500observed 4 days ago
$4.2M
Occurred
Oct 31, 2024
Holding in a pooled vehicle started
Employees' Retirement Plan of Proskauer Rose LLP first reports an interest in Wtc-Cif II US Investment Grade Inte (Wellington Fd): $7M at 2024-10-31
Wellington Trust Company, Na Form 5500observed 4 days ago
$6.9M
Occurred
Oct 31, 2024
Holding in a pooled vehicle started
Employees' Retirement Plan of Proskauer Rose LLP first reports an interest in WTC Cif II US Long Treasury (Wellington Fd): $4M at 2024-10-31
Wellington Trust Company, Na Form 5500observed 4 days ago
$4.0M
Occurred
Oct 31, 2024
Holding in a pooled vehicle ended
Employees' Retirement Plan of Proskauer Rose LLP no longer reports Bnym-M Db Nsl Intl Sif (BNY Mellon) (last held $2M at 2023-10-31; absent from the 2024-10-31 filing)
BNY Mellon Form 5500observed 4 days ago
$2.0M
Occurred
Oct 31, 2024
Holding in a pooled vehicle started
Employees' Retirement Plan of Proskauer Rose LLP first reports an interest in Wtc-Cif II US Long Strips (Wellington Fd): $6M at 2024-10-31
Wellington Trust Company, Na Form 5500observed 4 days ago
$6.1M
Occurred
Dec 31, 2023
Manager relationship ended
Morgan Stanley Global Banking no longer appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2023 vs 2022)
Morgan Stanley Smith Barney Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Wellington Management Company appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2023 vs 2022)
Wellington Management Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Graystone Investment Group appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2023 vs 2022)
Graystone Investment Group Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
The Bank of New York Mellon Corp appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2023 vs 2022)
Bank of New York Mellon Form 5500observed 4 days ago

Show 3 bookkeeping events

Occurred
Oct 31, 2025
Employees' Retirement Plan of Proskauer Rose LLP no longer reports Wtc-Cif II US Long Strips (Wellington Fd) (last held $6M at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Nov 1, 2024
Employees' Retirement Plan of Proskauer Rose LLP funded ratio 117.5% -> 100.6% (2023-11-01 to 2024-11-01)
Occurred
Nov 1, 2023
Employees' Retirement Plan of Proskauer Rose LLP funded ratio 114.6% -> 117.5% (2022-11-01 to 2023-11-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:eea0436b-4a94-4fb8-a3e3-b1789d6e360d
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.