This allocator's name, 1 more adviser, 13 more commitments and 2 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, based in NEW York, New York, reporting $60.2M in assets, for 702 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $60.2M
- Funded ratio
- 80.0%
- Fund commitments
- 8
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Milliman, Inc.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Liquid Assets Sep Acct-Z2 commitments
- Prin Glbl Emerg Markets Sa-Z2 commitments
- Prin Lgcp S&p 500 Index Sa-Z2 commitments
- Principal16 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 100.0%
- The Vanguard Group Investment adviser (plan)Trusteethrough Sep 30, 2025 Form 5500
- Hightower Advisors, LLC Investment adviser (plan)through Sep 30, 2025 Form 5500
- Principal Financial Group Actuarythrough Sep 30, 2025 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Principal16 rows, latest Sep 30, 2025
- Dec 31, 2024Consultant changedinferencewith Milliman, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith The Vanguard Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Hightower Advisors, LLCaskebsa.dol.gov
- Oct 1, 2024Assets changed$6.5Maskebsa.dol.gov
- Sep 30, 2024Assets changed$6.5Maskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Prin Glbl Emerg Markets Sa-Zseparate account | Principal | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $5.7M held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 702 | $63.6M | $57.3M | 80.0% | $60.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 722 | $57.1M | $58.2M | 81.2% | $63.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 762 | $58.6M | $57.3M | 83.8% | $57.2M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $204,210 PY2024
- Milliman Inc codes 11 27 50 $113,166 PY2024
- The Vanguard Group, Inc codes 27 50 $23,816 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2023-10-01source
- Consultant changed2023-12-31source
- Consultant changed2024-12-31source
+4 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
+6 connections on the graph
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