This allocator's name, 2 more advisers, 1 more manager, 14 more commitments and 6 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, based in NEW York, New York, reporting $1.1B in assets, for 5,565 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.1B
- Funded ratio
- 112.2%
- Fund commitments
- 7
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to this allocator.
Capital path
who backs this record, through what, into what; each name opens its own path- Prudential Long Gc Fund3 commitments
- Vftc Instl Tot Intl Stock Mkt Index3 commitments
- Vftc Instl 500 Index Trust3 commitments
- Vanguard Fiduciary Trust Company7 commitments
- Pgim Inc3 commitments
- BNY Mellon3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.1%
- Corporate debt instruments (other) 28.8%
- U.S. Government securities 19.0%
- Other investments 0.2%
- Partnership/joint venture interests 0.1%
- Common/collective trusts 21.1%
- Registered investment companies 4.7%
- Common stock 25.1%
- this allocator General consultantCustodianthrough Dec 31, 2023 Form 5500
- Aon General consultantthrough Dec 31, 2023 Form 5500
- Alight Solutions LLC Pension consultantthrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Vanguard Fiduciary Trust Company7 rows, latest Dec 31, 2024
- Pgim Inc3 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
+1 more manager received commitments
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- Vanguard Fiduciary Trust Companyplan years
- Mondrian Investment Group(us) Incplan years
- Prudential Trust Co.plan years 2023
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Consultant changedinferencewith this allocatoraskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Aonaskebsa.dol.gov
- Jan 1, 2024Funded status changed10 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changeddown $2.3Baskebsa.dol.gov
- Dec 31, 2023Holding endedinference
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prudential Long Gc Fundcollective trust | Pgim Inc | Pooled vehicles | $20.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Vftc Instl Tot Intl Stock Mkt Indexcollective trust | Vanguard Fidcuary Trust Company | Public equity | $51.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Vftc Instl 500 Index Trustcollective trust | Vanguard Fiduciary Trust Company | Pooled vehicles | $87.8M held | Disclosed holding | askebsa.dol.gov |
+14 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 5,565 | $851M | $417M | 112.2% | $1.1B | $1.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 23,139 | $3.2B | $2.4B | 102.5% | $1.1B | $2.0M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 27,981 | $5.0B | $2.8B | 145.2% | $3.6B | $3.6M | Not disclosed | Not disclosed |
- Rreef America II LP codes 99 $1.1M PY2024
- Alight Solutions LLC codes 14 15 17 $841,252 PY2024
- Pgim, Inc codes 51 $485,677 PY2024
+82 more service providers
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Provenance
This record sits on 12 traced paths of capital across the graphs.
DFX traced 12 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Funded status changed2023-01-01source
+8 more changes on this record's ledger
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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
+16 connections on the graph
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