This allocator's name, 2 more advisers, 2 more managers, 18 more commitments and 6 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.
Corporate pension in New York
Corporate pension, based in Pittsford, New York, reporting $864M in assets, for 11,752 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $864M
- Funded ratio
- 116.3%
- Fund commitments
- 12
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Treasury U.S. 5 Year Key Rate Durat2 commitments
- Intermediate Duration Corp Nl Fund2 commitments
- Intermediate Govt Bond Index Nl Fd2 commitments
- Blackrock Institutional Trust Company, N.A.10 commitments
- Blackrock Institutional Trust4 commitments
- Blackrock3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Master trust investment accounts 100.0%
- Towers Watson Investment Services, Investment adviser (plan)through Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
- Fiduciary Trust International Trusteethrough Dec 31, 2022 Form 5500
+2 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.
- Blackrock Institutional Trust Company, N.A.10 rows, latest Dec 31, 2023
- Blackrock Institutional Trust4 rows, latest Dec 31, 2023
- Blackrock3 rows, latest Dec 31, 2023
+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.
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Baille Giffordplan years 2022
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Manager relationship endedinferencewith Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changed7 pointsaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding endedinference
+6 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Intermediate Duration Corp Nl Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Intermediate Govt Bond Index Nl Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $86.8M held | Disclosed holding | askebsa.dol.gov |
+18 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 11,752 | $929M | $878M | 116.3% | $864M | $0 | $864M | Not disclosed |
| 2023 to Dec 31, 2023 | 13,357 | $927M | $935M | 109.1% | $940M | $27.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 25,434 | $1.9B | $1.5B | 124.8% | $931M | $29.6M | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 17 50 $3.8M PY2024
- Northern Trust Company codes 21 50 62 $408,719 PY2024
- Wellington Management Company LLP codes 28 51 $352,146 PY2024
+64 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
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+8 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
+18 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.