DFX Intelligence

This allocator's name, 1 more adviser, 7 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, reporting $84.6M in assets, for 696 participants.

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

As of 2025-10-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $84.6M
Funded ratio: 100.7%
Fund commitments: 6

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

Commitments (6)Allocation policy Consultants

As of 2025-10-31 · 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: 31 Oct 2025, Holding started.

Capital path

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

Corporate pension in New York

Funds committed to

Prin Liquid Assets Sep Acct-Z3 commitments
Prin Ldi Intrm Dur Sep Acct-Z3 commitments
Prin Ldi Long Duration Sa-Z1 commitment

All 6

Managers

Principal10 commitments

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

Corporate pension

Assets

$84.6M

Total assets, Oct 31, 2025 reported

Funded

100.7%

Nov 1, 2024

Private markets target

no policy read

policy Oct 31, 2025

Commitments

none on the tape

Plan sponsor: Global Infrastructure Solutions Inc.

Allocation policy

Form 5500, as of Oct 31, 2025

Actual allocation lines without a target (as filed)

Pooled separate accounts 100.0%

Consultants and advisers

4 firms

Mercer Investment adviser (plan)Actuarythrough Oct 31, 2025 Form 5500
Principal Global Investors LLC Investment adviser (plan)through Oct 31, 2024 Form 5500
Morgan Stanley Smith Barney Investment adviser (plan)through Oct 31, 2023 Form 5500

+1 more consultant or adviser 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

1 manager on the commitment tape

From the plan’s own commitment disclosures

Principal10 rows, latest Oct 31, 2025

From Schedule C (investment management, code 28)

Goldman Sachs Asset Managementplan years 2023

What changed

9 events

Oct 31, 2025Holding started
with Principal$59.1Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Principal Global Investors LLCaskebsa.dol.gov
Nov 1, 2024Funded status changed
down 12 pointsaskebsa.dol.gov
Oct 31, 2024Holding endedinference
with Principal$19.6Maskebsa.dol.gov
Oct 31, 2024Holding endedinference
with Principal$5.8Maskebsa.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

10 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Oct 31, 2025	Prin Liquid Assets Sep Acct-Zseparate account	Principal	Pooled vehicles	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Prin Ldi Long Duration Sa-Zseparate account	Principal	Fixed income	$59.1M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Prin Ldi Intrm Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$20.5M held	Disclosed holding	askebsa.dol.gov

+7 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

33 readings

Total assets

$84.6M Oct 31, 2025 reported Form 5500

$86.0M (2024-10) · $79.5M (2023-10)

Plan assets

$86.0M Nov 1, 2024 reported Form 5500

$79.5M (2023-11) · $75.8M (2022-11)

Net assets

$84.6M Oct 31, 2025 reported Form 5500

$86.0M (2024-10) · $79.4M (2023-10)

Funded ratio

100.7% Nov 1, 2024 reported Form 5500

112.6% (2023-11) · 105.9% (2022-11)

Funding target

$85.4M Nov 1, 2024 reported Form 5500

$76.8M (2023-11) · $78.7M (2022-11)

Discount rate

5.13% Nov 1, 2024 reported Form 5500

6.15% (2023-11) · 5.79% (2022-11)

Participants

696 Nov 1, 2024 reported Form 5500

704 (2023-11) · 707 (2022-11)

Contributions

$0 Oct 31, 2025 reported Form 5500

$0 (2024-10) · $0 (2023-10)

Benefits paid

$4.2M Oct 31, 2025 reported Form 5500

$3.7M (2024-10) · $3.4M (2023-10)

Net investment income

-$1.4M Oct 31, 2025 reported Form 5500

$6.5M (2024-10) · $3.5M (2023-10)

Investment management fees

$76,256 Oct 31, 2025 reported Form 5500

$75,207 (2024-10) · $220,496 (2023-10)

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 Oct 31, 2025	696	$86.0M	$85.4M	100.7%	$84.6M	Not disclosed	Not disclosed	Not disclosed
2023 to Oct 31, 2024	704	$79.5M	$76.8M	112.6%	$86.0M	Not disclosed	Not disclosed	Not disclosed
2022 to Oct 31, 2023	707	$75.8M	$78.7M	105.9%	$79.5M	Not disclosed	Not disclosed	Not disclosed

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

Principal Life Insurance Company codes 13 50 64 $116,077 PY2024
Morgan Stanley Global codes 27 50 $84,684 PY2024
Mercer codes 27 50 $9,600 PY2024

+31 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: 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 ended
2024-10-31source
Holding in a pooled vehicle ended
2024-10-31source
Holding in a pooled vehicle ended
2024-10-31source

+6 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

+8 connections on the graph

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