5 more advisers, 1 more commitment and 7 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.

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

Moog Inc. Employees' Retirement Plan

Corporate pension· East Aurora, New York

Corporate pension, based in East Aurora, New York, reporting $477M in assets, for 2,288 participants.

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

Assets
$477M
Funded ratio
87.3%
Fund commitments
3
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (3)Allocation policyConsultants
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 Sep 2025, Moog Inc. Employees' Retirement Plan first reports an interest in Mercer US Core Real Estate Portfoli (Mercer Investments LLC): $17M at 2025-09-30.

Capital path

who backs this record, through what, into what; each name opens its own path
Moog Inc. Employees' Retirement Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$477M
Total assets, Sep 30, 2025 reported
Funded
87.3%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
3
1 manager on Schedule C
Plan sponsor: Moog Inc.
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.6%
  • Partnership/joint venture interests 1.8%
  • Common/collective trusts 93.5%
Consultants and advisers
8 firms

+5 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
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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

What changed
12 events
  • Sep 30, 2025Holding started
    Moog Inc. Employees' Retirement Plan first reports an interest in Mercer US Core Real Estate Portfoli (Mercer Investments LLC): $17M at 2025-09-30
    with Mercer Investments LLCaskebsa.dol.gov
  • Sep 30, 2025Holding started
    Moog Inc. Employees' Retirement Plan first reports an interest in State Street Emerging Markets Index (Transamerica Financial Life Insuran): $25M at 2025-09-30
    with Transamerica Financial Life Insuranaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Moog Inc. Employees' Retirement Plan no longer reports CG Long Duration Credit Trust US (Capital Guardian Trust Company) (last held $112M at 2024-09-30; absent from the 2025-09-30 filing)
    with Capital Guardian Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Angell Pension Group, Inc no longer appears on Moog Inc. Employees' Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with The Angell Pension Group, Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Mercer Investments LLC appears on Moog Inc. Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Mercer Investments LLCaskebsa.dol.gov

+7 more dated events

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

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

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Mercer US Core Real Estate Portfolicollective trustMercer Investments LLCReal estate$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025State Street Emerging Markets Indexcollective trustTransamerica Financial Life InsuranPublic equity$24.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024CG Long Duration Credit Trust UScollective trustCapital Guardian Trust CompanyPrivate credit$112M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

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
$477M Sep 30, 2025 reported Form 5500
$473M (2024-09) · $393M (2023-09)
Plan assets
$473M Oct 1, 2024 reported Form 5500
$393M (2023-10) · $446M (2022-10)
Net assets
$477M Sep 30, 2025 reported Form 5500
$473M (2024-09) · $392M (2023-09)
Funded ratio
87.3% Oct 1, 2024 reported Form 5500
90.4% (2023-10) · 103.7% (2022-10)
Funding target
$436M Oct 1, 2024 reported Form 5500
$415M (2023-10) · $418M (2022-10)
Discount rate
5.39% Oct 1, 2024 reported Form 5500
5.29% (2023-10) · 5.47% (2022-10)
Participants
2,288 Oct 1, 2024 reported Form 5500
2,335 (2023-10) · 2,701 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $0 (2023-09)
Benefits paid
$16.6M Sep 30, 2025 reported Form 5500
$13.0M (2024-09) · $51.8M (2023-09)
Net investment income
$4.6M Sep 30, 2025 reported Form 5500
$80.5M (2024-09) · -$52.2M (2023-09)
Investment management fees
$492,248 Sep 30, 2025 reported Form 5500
$545,279 (2024-09) · $634,279 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20252,288$473M$436M87.3%$477M$8.7MNot disclosedNot disclosed
2023 to Sep 30, 20242,335$393M$415M90.4%$473M$11.4MNot disclosedNot disclosed
2022 to Sep 30, 20232,701$446M$418M103.7%$393M$13.2MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+31 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: EIN-PN 160757636-001
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

Moog Inc. Employees' Retirement Plan sits on 10 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 10 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.

Checking your plan…

Record history

12 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-09-30source
  • Holding in a pooled vehicle started
    2025-09-30source
  • Holding in a pooled vehicle ended
    2025-09-30source

+9 more changes on this record's ledger

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

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

+13 connections on the graph

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

Ask DFX