DFX Intelligence

This allocator's name, 3 more advisers, 6 more commitments and 4 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in New York

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, for 751 participants.

Composed from this allocator's classification, location and filed figures.

As of 2025-07-08 · the latest dated event for this allocator; each figure carries its own filing or report date

Funded ratio: 74.5%
Fund commitments: 5

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (5)Allocation policy

As of 2025-07-08 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 8 Jul 2025, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in New York

Funds committed to

Long Liability Corporate Cit Fund2 commitments
L&g Liability Treasury 3x Cit Fund2 commitments
L&g Long Liability Treasury Cit2 commitments

All 5

Managers

Legal and General7 commitments
Northern Trust Investments, Inc.2 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

not established

Total assets, Jul 8, 2025 reported

Funded

74.5%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2023

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.0%
U.S. Government securities 10.7%
Other investments 6.0%
Common/collective trusts 33.1%
Registered investment companies 28.1%

Consultants and advisers

6 firms

Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Northern Trust Co. Trusteethrough Jul 8, 2025 Form 5500
Fidelity Management Trusteethrough Dec 31, 2023 Form 5500

+3 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Legal and General7 rows, latest Dec 31, 2023
Northern Trust Investments, Inc.2 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Northern Trust Co.plan years 2023
Legal & General Inv Mgmt Americaplan years 2022

What changed

9 events

Jul 8, 2025Assets changed
down $99.2Maskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Northern Trust Co.askebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Fiducient Advisors LLCaskebsa.dol.gov
Dec 31, 2023Holding started
with Legal and General$764Kaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Hooker & Holcombe Incaskebsa.dol.gov

+4 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

9 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	Long Liability Corporate Cit Fundcollective trust	Legal and General	Pooled vehicles	$11.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	L&g Liability Treasury 3x Cit Fundcollective trust	Legal and General	Fixed income	$8.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	L&g Long Liability Treasury Citcollective trust	Legal and General	Fixed income	$4.0M held	Disclosed holding	askebsa.dol.gov

+6 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

29 readings

Total assets

$0 Jul 8, 2025 reported Form 5500

$99.2M (2023-12) · $68.9M (2022-12)

Plan assets

$66.2M Jan 1, 2023 reported Form 5500

$90.5M (2022-01)

Net assets

$0 Jul 8, 2025 reported Form 5500

$93.2M (2023-12) · $66.2M (2022-12)

Funded ratio

74.5% Jan 1, 2023 reported Form 5500

91.5% (2022-01)

Funding target

$96.7M Jan 1, 2023 reported Form 5500

$95.9M (2022-01)

Discount rate

5.21% Jan 1, 2023 reported Form 5500

5.38% (2022-01)

Participants

751 Jan 1, 2025 reported Form 5500

1,189 (2023-01) · 1,197 (2022-01)

Contributions

$0 Jul 8, 2025 reported Form 5500

$22.2M (2023-12) · $0 (2022-12)

Benefits paid

$74.7M Jul 8, 2025 reported Form 5500

$5.7M (2023-12) · $6.8M (2022-12)

Net investment income

-$72.8M Jul 8, 2025 reported Form 5500

$27.0M (2023-12) · -$24.7M (2022-12)

Investment management fees

$10,343 Jul 8, 2025 reported Form 5500

$170,930 (2023-12) · $175,060 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Jul 8, 2025	751	Not disclosed	Not disclosed	n/a	$0	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,189	$66.2M	$96.7M	74.5%	$99.2M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,197	$90.5M	$95.9M	91.5%	$68.9M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Agilis Partners LLC codes 11 15 17 27 $479,039 PY2024
Northern Trust Company codes 21 $42,320 PY2024
Legal and General Investment codes 28 $31,550 PY2024

+28 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: assets, managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

9 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Funded status changed
2023-01-01source
Consultant changed
2023-12-31source

+6 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+10 connections on the graph

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