This allocator's name, 7 more commitments and 9 more dated events

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Corporate pension in New York

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $101M in assets, for 1,154 participants.

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

Assets
$101M
Funded ratio
62.1%
Fund commitments
9
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Commitments (9)Allocation policy
As of · 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: 30 Jun 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
All 9
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$101M
Total assets, Jun 30, 2025 reported
Funded
62.1%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
9
none on the tape
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Other investments 18.6%
  • Pooled separate accounts 63.3%
  • Common stock 15.4%
Consultants and advisers
3 firms
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
From Schedule C (investment management, code 28)
What changed
14 events

+9 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
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$699,127 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$29.1M heldDisclosed holdingaskebsa.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
30 readings
Total assets
$101M Jun 30, 2025 reported Form 5500
$93.4M (2024-06) · $86.8M (2023-06)
Plan assets
$93.3M Jul 1, 2024 reported Form 5500
$86.6M (2023-07) · $81.6M (2022-07)
Net assets
$101M Jun 30, 2025 reported Form 5500
$93.3M (2024-06) · $86.6M (2023-06)
Funded ratio
62.1% Jul 1, 2024 reported Form 5500
65.2% (2023-07) · 68.5% (2022-07)
Funding target
$140M Jul 1, 2024 reported Form 5500
$139M (2023-07) · $131M (2022-07)
Discount rate
5.33% Jul 1, 2024 reported Form 5500
5.36% (2023-07) · 5.53% (2022-07)
Participants
1,154 Jul 1, 2024 reported Form 5500
1,136 (2023-07) · 1,133 (2022-07)
Contributions
$5.1M Jun 30, 2025 reported Form 5500
$4.1M (2024-06) · $3.0M (2023-06)
Benefits paid
$7.2M Jun 30, 2025 reported Form 5500
$6.4M (2024-06) · $7.6M (2023-06)
Net investment income
$7.4M Jun 30, 2025 reported Form 5500
$6.6M (2024-06) · $3.5M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20251,154$93.3M$140M62.1%$101M$0Not disclosedNot disclosed
2023 to Jun 30, 20241,136$86.6M$139M65.2%$93.4M$15.8MNot disclosedNot disclosed
2022 to Jun 30, 20231,133$81.6M$131M68.5%$86.8M$21.6MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+27 more service providers

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

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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.

Record history

14 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-06-30source
  • Holding in a pooled vehicle started
    2025-06-30source
  • Holding in a pooled vehicle started
    2025-06-30source

+11 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

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+7 connections on the graph

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