This allocator's name and 19 more commitments
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 $176M in assets, for 1,704 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $176M
- Funded ratio
- 80.0%
- Fund commitments
- 8
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Jul 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- US High Yield Bond Index3 commitments
- Global Defensive Equity Nl Ctf3 commitments
- State Street 20 Year U.S. Treasury3 commitments
- State Street Global Advisors Trust Company12 commitments
- State Street Global Advisors Trust7 commitments
- State Street Global Advisors Trust Company3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 100.0%
- State Street Global Advisors Custodianthrough Jun 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Jun 30, 2023 Form 5500
- State Street Global Advisors Trust Company12 rows, latest Jun 30, 2025
- State Street Global Advisors Trust7 rows, latest Jun 30, 2025
- State Street Global Advisors Trust Company3 rows, latest Jun 30, 2025
- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- Jul 1, 2024Funded status changeddown 7 pointsaskebsa.dol.gov
- Jun 30, 2024Holding endedinference
- Jul 1, 2023Funded status changeddown 6 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | US High Yield Bond Indexcollective trust | State Street Global Advisors Trust Company | Fixed income | $12.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Global Defensive Equity Nl Ctfcollective trust | State Street Global Advisors Trust Company | Public equity | $15.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | State Street 20 Year U.S. Treasurycollective trust | State Street Global Advisors Trust | Fixed income | $29.9M held | Disclosed holding | askebsa.dol.gov |
+19 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,704 | $171M | $187M | 80.0% | $176M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,660 | $166M | $158M | 87.2% | $166M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,598 | $163M | $144M | 93.1% | $161M | Not disclosed | Not disclosed | Not disclosed |
- State Street Global Advisors codes 18 19 51 $237,454 PY2024
- Pricewaterhousecoopers LLP codes 10 50 $45,490 PY2024
- Willis Towers Watson US LLC codes 11 50 $42,738 PY2024
+42 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
Record history
- Holding in a pooled vehicle ended2024-06-30source
- Funded status changed2023-07-01source
- Funded status changed2024-07-01source
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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.