This allocator's name, 1 more adviser, 4 more managers, 54 more commitments and 35 more dated events

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Corporate pension in New York

Corporate pension· White Plains, New York

Corporate pension, based in White Plains, New York, reporting $3.0B in assets, for 18,199 participants.

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

Assets
$3.0B
Funded ratio
109.7%
Fund commitments
23
Managers
14
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
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$3.0B
Total assets, Jun 30, 2025 reported
Funded
109.7%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
23
14 managers on Schedule C
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 19.1%
  • U.S. Government securities 5.9%
  • Other investments 2.6%
  • Partnership/joint venture interests 38.1%
  • Common/collective trusts 15.9%
  • Registered investment companies 4.8%
  • Real estate (other than employer real property) 10.7%
Consultants and advisers
4 firms

+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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People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers received commitments

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

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From Schedule C (investment management, code 28)

+53 more Schedule C managers

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

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What changed
40 events
  • Jun 30, 2025Holding started
    with Short-Term Investment Fund$76Kaskebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    with Blackrock$21Kaskebsa.dol.gov
  • Jun 30, 2025Holding started
    with State Street Global Advisors Trust Company$11.4Maskebsa.dol.gov
  • Jun 30, 2025Holding started
    with Blackrock Russell 2000 Value Fund$2.1Maskebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    with State Street Global Advisors Trust$10.6Maskebsa.dol.gov

+35 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
57 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Intermediate Term Credit Bond Indexcollective trustBlackrock Institutional Trust Company, N.A.Private credit$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Blackrock 1-10 Year U.S. Treasury Icollective trustBlackrock Institutional Trust Company, N.A.Fixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Blackrock Russell 2000 Value Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov

+54 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
33 readings
Total assets
$3.0B Jun 30, 2025 reported Form 5500
$3.2B (2024-06) · $3.6B (2023-06)
Plan assets
$3.1B Jul 1, 2024 reported Form 5500
$3.5B (2023-07) · $4.1B (2022-07)
Net assets
$3.0B Jun 30, 2025 reported Form 5500
$3.2B (2024-06) · $3.6B (2023-06)
Funded ratio
109.7% Jul 1, 2024 reported Form 5500
111.5% (2023-07) · 116.6% (2022-07)
Funding target
$2.8B Jul 1, 2024 reported Form 5500
$3.1B (2023-07) · $3.5B (2022-07)
Discount rate
5.29% Jul 1, 2024 reported Form 5500
5.28% (2023-07) · 5.44% (2022-07)
Participants
18,199 Jul 1, 2024 reported Form 5500
21,167 (2023-07) · 26,556 (2022-07)
Contributions
$65.2M Jun 30, 2025 reported Form 5500
$66.9M (2024-06) · $147M (2023-06)
Benefits paid
$184M Jun 30, 2025 reported Form 5500
$187M (2024-06) · $217M (2023-06)
Net investment income
$53.6M Jun 30, 2025 reported Form 5500
-$37.4M (2024-06) · -$36.9M (2023-06)
Investment management fees
$30.4M Jun 30, 2025 reported Form 5500
$105M (2024-06) · $30.9M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202518,199$3.1B$2.8B109.7%$3.0B$1.2BNot disclosed$327M
2023 to Jun 30, 202421,167$3.5B$3.1B111.5%$3.2B$1.2BNot disclosed$340M
2022 to Jun 30, 202326,556$4.1B$3.5B116.6%$3.6B$1.2BNot disclosed$331M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+214 more service providers

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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 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths 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

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

+37 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

+62 connections on the graph

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