This allocator's name, 4 more advisers, 3 more managers, 16 more commitments and 13 more dated events

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Corporate pension in New York

Corporate pension· Brooklyn, New York

Corporate pension, based in Brooklyn, New York, reporting $1.2B in assets, for 4,908 participants.

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

Assets
$1.2B
Funded ratio
100.4%
Fund commitments
7
Managers
3
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Commitments (7)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, Changed investment consultant to Cliftonlarsonallen LLP.

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 7
Managers
All 6
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$1.2B
Total assets, Dec 31, 2024 reported
Funded
100.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
7
3 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)
  • Interest-bearing cash 0.8%
  • Corporate debt instruments (other) 30.9%
  • Corporate debt instruments (preferred) 13.5%
  • U.S. Government securities 14.0%
  • Other investments 10.7%
  • Partnership/joint venture interests 20.1%
  • 103-12 investment entities 0.2%
  • Common/collective trusts 8.4%
  • Registered investment companies 0.5%
  • Common stock 0.0%
  • Preferred stock 0.0%
Consultants and advisers
7 firms

+4 more consultants and advisers 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
6 managers on the commitment tape
From the plan’s own commitment disclosures

+3 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)

+14 more Schedule C managers

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What changed
18 events
  • Dec 31, 2024Consultant changedinference
    with Cliftonlarsonallen LLPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Barrow Hanley Mewhinney & Straussaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Ranger Investment Management LPaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Pricewaterhousecoopers LLPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov

+13 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
19 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024US Total Market Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$31.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hipep VII Emerging Mkts Feeder Fund103 12 ieHarbourvest Partners LPPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Harbourvest Partners Viii-Cayman Mz103 12 ieHarbourVestPooled vehicles$68,994 heldDisclosed holdingaskebsa.dol.gov

+16 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
$1.2B Dec 31, 2024 reported Form 5500
$1.1B (2023-12) · $1.2B (2022-12)
Plan assets
$1.0B Jan 1, 2024 reported Form 5500
$986M (2023-01) · $1.9B (2022-01)
Net assets
$1.1B Dec 31, 2024 reported Form 5500
$1.1B (2023-12) · $1.1B (2022-12)
Funded ratio
100.4% Jan 1, 2024 reported Form 5500
94.6% (2023-01) · 117.0% (2022-01)
Funding target
$568M Jan 1, 2024 reported Form 5500
$582M (2023-01) · $1.1B (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.31% (2023-01) · 5.34% (2022-01)
Participants
4,908 Jan 1, 2024 reported Form 5500
4,821 (2023-01) · 8,458 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$41.7M Dec 31, 2024 reported Form 5500
$33.8M (2023-12) · $673M (2022-12)
Net investment income
$3.4M Dec 31, 2024 reported Form 5500
$43.1M (2023-12) · -$960M (2022-12)
Investment management fees
$1.5M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $2.5M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,908$1.0B$568M100.4%$1.2B$235MNot disclosedNot disclosed
2023 to Dec 31, 20234,821$986M$582M94.6%$1.1B$247MNot disclosedNot disclosed
2022 to Dec 31, 20228,458$1.9B$1.1B117.0%$1.2B$258MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+70 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 22 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 22 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

18 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2023-12-31source
  • Holding in a pooled vehicle started
    2023-12-31source
  • Funded status changed
    2023-01-01source

+15 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

+25 connections on the graph

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