DFX Intelligence

This allocator's name, 3 more advisers, 2 more managers and 31 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 Jersey

Corporate pension· Teaneck, New Jersey

Corporate pension, based in Teaneck, New Jersey, reporting $31.0M in assets, for 316 participants.

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

As of 2024-07-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $31.0M
Funded ratio: 81.1%
Fund commitments: 12
Managers: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (12)Allocation policy Managers

As of 2024-07-01 · 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: 1 Jul 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in New Jersey

Funds committed to

Nepc Emerging Markets Equity Cit3 commitments
State Street Msci Eafe Index Non-Le3 commitments
Ftse Rafi US 1000 Index Nl Ctf3 commitments

All 12

Managers

State Street Global Advisors Trust Company15 commitments
Nepc, LLC10 commitments
Blackrock Institutional Trust Co,na3 commitments

All 5

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$31.0M

Total assets, Jun 30, 2025 reported

Funded

81.1%

Jul 1, 2024

Private markets target

no policy read

policy Jun 30, 2025

Commitments

3 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.9%
Other investments 1.8%
Common/collective trusts 94.1%
Registered investment companies 3.3%

Consultants and advisers

6 firms

Principal Custody Solutions Trusteethrough Jun 30, 2024 Form 5500
AON Consulting, Inc. Actuarythrough Jun 30, 2023 Form 5500
Aon Actuarythrough Jun 30, 2023 Form 5500

+3 more consultants and advisers advise this allocator

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

State Street Global Advisors Trust Company15 rows, latest Jun 30, 2025
Nepc, LLC10 rows, latest Jun 30, 2025
Blackrock Institutional Trust Co,na3 rows, latest Jun 30, 2025

+2 more managers received commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

State Street Global Advisors Trust Companyplan years
Nepc, LLCplan years
State Street Global Advisors Trustplan years

What changed

5 events

Jul 1, 2024Assets changed
down $27.2Maskebsa.dol.gov
Jun 30, 2024Holding started
with Nepc US Small Cap Equity Cit$459Kaskebsa.dol.gov
Jun 30, 2024Holding started
with Nepc Diversified Credit Cit$1.6Maskebsa.dol.gov
Jun 30, 2024Assets changed
down $27.4Maskebsa.dol.gov
Jul 1, 2023Funded status changed
down 5 pointsaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

34 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2025	Nepc Emerging Markets Equity Citcollective trust	Nepc, LLC	Public equity	$486,770 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	State Street Msci Eafe Index Non-Lecollective trust	State Street Global Advisors Trust Company	Pooled vehicles	$796,936 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Ftse Rafi US 1000 Index Nl Ctfcollective trust	State Street Global Advisors Trust Company	Pooled vehicles	$710,441 held	Disclosed holding	askebsa.dol.gov

+31 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.

Size and funding

33 readings

Total assets

$31.0M Jun 30, 2025 reported Form 5500

$31.0M (2024-06) · $58.4M (2023-06)

Plan assets

$31.0M Jul 1, 2024 reported Form 5500

$58.2M (2023-07) · $61.2M (2022-07)

Net assets

$30.9M Jun 30, 2025 reported Form 5500

$31.0M (2024-06) · $58.2M (2023-06)

Funded ratio

81.1% Jul 1, 2024 reported Form 5500

80.0% (2023-07) · 85.3% (2022-07)

Funding target

$31.6M Jul 1, 2024 reported Form 5500

$58.3M (2023-07) · $56.0M (2022-07)

Discount rate

5.40% Jul 1, 2024 reported Form 5500

5.23% (2023-07) · 5.41% (2022-07)

Participants

316 Jul 1, 2024 reported Form 5500

596 (2023-07) · 606 (2022-07)

Contributions

$0 Jun 30, 2025 reported Form 5500

$0 (2024-06) · $0 (2023-06)

Benefits paid

$1.4M Jun 30, 2025 reported Form 5500

$27.0M (2024-06) · $2.9M (2023-06)

Net investment income

-$82,081 Jun 30, 2025 reported Form 5500

-$27.2M (2024-06) · -$3.0M (2023-06)

Investment management fees

$192,594 Jun 30, 2025 reported Form 5500

$187,973 (2024-06) · $195,473 (2023-06)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Jun 30, 2025	316	$31.0M	$31.6M	81.1%	$31.0M	Not disclosed	Not disclosed	Not disclosed
2023 to Jun 30, 2024	596	$58.2M	$58.3M	80.0%	$31.0M	Not disclosed	Not disclosed	Not disclosed
2022 to Jun 30, 2023	606	$61.2M	$56.0M	85.3%	$58.4M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

AON Consulting codes 11 50 $214,124 PY2024
Nepc LLC codes 18 19 28 50 51 $182,253 PY2024
Kelley Drye & Warren LLP codes 29 50 $91,351 PY2024

+52 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

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 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path 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

5 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-06-30source
Holding in a pooled vehicle started
2024-06-30source
Funded status changed
2023-07-01source

+2 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

+10 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.