This allocator's name

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Corporate pension in New York

Corporate pension· Buffalo, New York

Corporate pension, based in Buffalo, New York, reporting $3.2B in assets, for 27,864 participants.

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

Assets
$3.2B
Funded ratio
104.6%
Fund commitments
2
Managers
2
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Commitments (2)Allocation policyManagers
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: 31 Dec 2024, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in New York
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$3.2B
Total assets, Dec 31, 2024 reported
Funded
104.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
2 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)
  • Corporate debt instruments (other) 8.2%
  • U.S. Government securities 8.7%
  • Employer securities 4.2%
  • Insurance company general account 0.3%
  • Partnership/joint venture interests 14.8%
  • Common/collective trusts 4.5%
  • Registered investment companies 44.6%
  • Common stock 14.4%
  • Preferred stock 0.0%
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
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Large Cap Growth Trustcollective trustT. Rowe Price Trust CompanyPublic equity$130M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Aristotle Collective Investment Trucollective trustAristotlePooled vehicles$15.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$3.2B Dec 31, 2024 reported Form 5500
$3.1B (2023-12) · $2.9B (2022-12)
Plan assets
$3.1B Jan 1, 2024 reported Form 5500
$2.9B (2023-01) · $2.6B (2022-01)
Net assets
$3.2B Dec 31, 2024 reported Form 5500
$3.1B (2023-12) · $2.9B (2022-12)
Funded ratio
104.6% Jan 1, 2024 reported Form 5500
104.0% (2023-01) · 103.8% (2022-01)
Funding target
$2.1B Jan 1, 2024 reported Form 5500
$2.1B (2023-01) · $1.6B (2022-01)
Discount rate
5.17% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.42% (2022-01)
Participants
27,864 Jan 1, 2024 reported Form 5500
28,290 (2023-01) · 22,681 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$305M Dec 31, 2024 reported Form 5500
$131M (2023-12) · $119M (2022-12)
Net investment income
$62.3M Dec 31, 2024 reported Form 5500
$204M (2023-12) · -$458M (2022-12)
Investment management fees
$88,679 Dec 31, 2023 reported Form 5500
$316,790 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202427,864$3.1B$2.1B104.6%$3.2B$475MNot disclosedNot disclosed
2023 to Dec 31, 202328,290$2.9B$2.1B104.0%$3.1B$435M$0$0
2022 to Dec 31, 202222,681$2.6B$1.6B103.8%$2.9B$399M$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Willis Towers Watson US LLC codes 11 50 $3.6M PY2024
  • Pricewaterhouse Coopers LLP codes 10 50 $82,220 PY2024
  • O'Melveny & Meyers LLP codes 29 50 $29,687 PY2024

+18 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.
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

4 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2023-12-31source
  • Manager relationship ended
    2024-12-31source

+1 more change 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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