DFX Intelligence

This allocator's name, 4 more advisers, 2 more managers, 19 more commitments and 2 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· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $123M in assets, for 1,208 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $123M
Funded ratio: 110.0%
Fund commitments: 9

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

Commitments (9)Allocation policy

As of 2024-12-31 · 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, Holding ended.

Capital path

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

Corporate pension in New York

Funds committed to

Treasury US 15 Yr Key Rate Duration3 commitments
Treasury U.S. 20 Year Key Rate Dura3 commitments
TSY U.S. 25+ Yr Key Rate Dur Nl Fd3 commitments

All 9

Managers

Blackrock6 commitments
Towers Watson Investment Services,6 commitments
State Street Global Advisors Trust Company6 commitments

All 5

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

Corporate pension

Assets

$123M

Total assets, Dec 31, 2024 reported

Funded

110.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 18.8%
Common/collective trusts 81.1%

Consultants and advisers

7 firms

Towers Watson Investment Services, Pension consultantthrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
Korn Ferry (US) Actuarythrough Dec 31, 2022 Form 5500

+4 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

Blackrock6 rows, latest Dec 31, 2024
Towers Watson Investment Services,6 rows, latest Dec 31, 2024
State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024

+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.

What changed

7 events

Dec 31, 2024Holding endedinference
with Towers Watson Investment Services,$15.2Maskebsa.dol.gov
Dec 31, 2024Assets changed
down $38.8Maskebsa.dol.gov
Jan 1, 2024Funded status changed
4 pointsaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with State Street Global Advisors Trust Company$32.6Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Towers Watson Investment Services,$31.8Maskebsa.dol.gov

+2 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

22 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Treasury US 15 Yr Key Rate Durationcollective trust	Blackrock Institutional Trust	Fixed income	$5.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Treasury U.S. 20 Year Key Rate Duracollective trust	Blackrock	Fixed income	$4.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trust	Blackrock	Pooled vehicles	$7.0M held	Disclosed holding	askebsa.dol.gov

+19 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

$123M Dec 31, 2024 reported Form 5500

$162M (2023-12) · $154M (2022-12)

Plan assets

$162M Jan 1, 2024 reported Form 5500

$153M (2023-01) · $180M (2022-01)

Net assets

$123M Dec 31, 2024 reported Form 5500

$162M (2023-12) · $154M (2022-12)

Funded ratio

110.0% Jan 1, 2024 reported Form 5500

106.1% (2023-01) · 117.6% (2022-01)

Funding target

$154M Jan 1, 2024 reported Form 5500

$153M (2023-01) · $146M (2022-01)

Discount rate

5.14% Jan 1, 2024 reported Form 5500

5.06% (2023-01) · 5.45% (2022-01)

Participants

1,208 Jan 1, 2024 reported Form 5500

1,216 (2023-01) · 1,258 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$818,000 (2023-12) · $25.9M (2022-12)

Benefits paid

$39.5M Dec 31, 2024 reported Form 5500

$5.4M (2023-12) · $6.0M (2022-12)

Net investment income

-$38.8M Dec 31, 2024 reported Form 5500

$8.2M (2023-12) · -$25.8M (2022-12)

Investment management fees

$903,836 Dec 31, 2024 reported Form 5500

$242,615 (2023-12) · $354,452 (2022-12)

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 Dec 31, 2024	1,208	$162M	$154M	110.0%	$123M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,216	$153M	$153M	106.1%	$162M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,258	$180M	$146M	117.6%	$154M	Not disclosed	Not disclosed	Not disclosed

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

Towers Watson Investment Services codes 17 28 51 $884,243 PY2024
Willis Towers Watson US LLC codes 11 50 $495,587 PY2024
Korn Ferry (US) codes 11 50 70 $49,280 PY2024

+47 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.

Not yet on record: managers.

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.

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

7 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source

+4 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

+8 connections on the graph

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