DFX Intelligence

This allocator's name, 6 more advisers, 7 more commitments and 37 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· Westbury, New York

Corporate pension, based in Westbury, New York, reporting $2.8B in assets, for 43,737 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $2.8B
Funded ratio: 95.6%
Fund commitments: 8
Managers: 6

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

Commitments (8)Allocation policy Managers

As of 2024-12-31 · 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 Dec 2024, Manager relationship 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

Jennison Growth Equity Fund3 commitments
Prin Intl Equity Index Sa-Z1 commitment
Prin Ldi Intrm Dur Sep Acct-Z1 commitment

All 8

Managers

Principal7 commitments
Jennison Associates3 commitments

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

Corporate pension

Assets

$2.8B

Total assets, Dec 31, 2024 reported

Funded

95.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

6 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.5%
Corporate debt instruments (other) 5.4%
U.S. Government securities 14.4%
Other investments 39.6%
Common/collective trusts 2.2%
Registered investment companies 21.8%
Common stock 11.5%

Consultants and advisers

9 firms

Edgewood Management LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
Goldman Sachs Assei Mgmt. LLC General consultantthrough Dec 31, 2023 Form 5500
Rocaton Investment Advisors LLC Pension consultantthrough Dec 31, 2023 Form 5500

+6 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

Principal7 rows, latest Dec 31, 2022
Jennison Associates3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Nisa Investment Advisors, LLCplan years 2024
Raith Capital Partners, LLCplan years 2024
Riverbridge Partnersplan years 2024

+27 more Schedule C managers

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

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

What changed

42 events

Dec 31, 2024Manager relationship started
with Askia LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Sweetwater Capitalaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Meketa Investment Group Inc.askebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Shenkman Capital Management Incaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with HL Investment Mgmt.askebsa.dol.gov

+37 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 Dec 31, 2024	Jennison Growth Equity Fundcollective trust	Jennison Associates	Venture	$62.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Jennison Growth Equity Fundcollective trust	Jennison Associates	Venture	$62.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Jennison Growth Equity Fundcollective trust	Jennison Associates	Venture	$57.2M 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.

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Size and funding

32 readings

Total assets

$2.8B Dec 31, 2024 reported Form 5500

$2.7B (2023-12) · $2.5B (2022-12)

Plan assets

$2.7B Jan 1, 2024 reported Form 5500

$2.5B (2023-01) · $204M (2022-01)

Net assets

$2.7B Dec 31, 2024 reported Form 5500

$2.7B (2023-12) · $2.5B (2022-12)

Funded ratio

95.6% Jan 1, 2024 reported Form 5500

103.8% (2023-01) · 104.7% (2022-01)

Funding target

$2.6B Jan 1, 2024 reported Form 5500

$2.4B (2023-01) · $186M (2022-01)

Discount rate

5.20% Jan 1, 2024 reported Form 5500

5.32% (2023-01) · 5.38% (2022-01)

Participants

43,737 Jan 1, 2024 reported Form 5500

44,319 (2023-01) · 1,786 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$173M Dec 31, 2024 reported Form 5500

$131M (2023-12) · $11.5M (2022-12)

Net investment income

$27.9M Dec 31, 2024 reported Form 5500

$212M (2023-12) · -$44.7M (2022-12)

Investment management fees

$6.9M Dec 31, 2024 reported Form 5500

$6.6M (2023-12)

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 Dec 31, 2024	43,737	$2.7B	$2.6B	95.6%	$2.8B	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	44,319	$2.5B	$2.4B	103.8%	$2.7B	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,786	$204M	$186M	104.7%	$2.5B	Not disclosed	Not disclosed	Not disclosed

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

Blackstone codes 28 $1.8M PY2024
Towers Watson codes 11 $1.0M PY2024
Northern Trust Company codes 21 $751,400 PY2024

+87 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.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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

42 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source

+39 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

+40 connections on the graph

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