1 more adviser and 5 more commitments
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The Retirement Income Plan for Employees of the Rockefeller Foundation
Corporate pension, based in NEW York, New York, reporting $108M in assets, for 225 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $108M
- Funded ratio
- 160.8%
- Fund commitments
- 2
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2025, State Street Global Advisors Trust no longer appears on The Retirement Income Plan for Employees of the Rockefeller Foundation's Schedule C as investment manager (plan year 2025 vs 2024).
Capital path
who backs this record, through what, into what; each name opens its own path- 3-10 Year U.S. Treasury Indx Nl Fd4 commitments
- Ssga US Tips Index Nl Fund4 commitments
- State Street Global Advisors Trust Company8 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 5.7%
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 35.6%
- Common/collective trusts 54.3%
- Registered investment companies 4.4%
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2025 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2025 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company8 rows, latest Dec 31, 2025
- Silchester International Investorplan years 2025
- Dec 31, 2025Manager relationship endedinferenceState Street Global Advisors Trust no longer appears on The Retirement Income Plan for Employees of the Rockefeller Foundation's Schedule C as investment manager (plan year 2025 vs 2024)with State Street Global Advisorsaskebsa.dol.gov
- Jan 1, 2024Funded status changedThe Retirement Income Plan for Employees of the Rockefeller Foundation funded ratio 161.4% -> 159.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Retirement Income Plan for Employees of the Rockefeller Foundation funded ratio 170.7% -> 161.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Retirement Income Plan for Employees of the Rockefeller Foundation plan assets $111M -> $93M (-16.5%, 2022-01-01 to 2023-01-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | 3-10 Year U.S. Treasury Indx Nl Fdcollective trust | State Street Global Advisors Trust Company | Fixed income | $48.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Ssga US Tips Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Fixed income | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga US Tips Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Fixed income | $10.1M held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 225 | $99.4M | $50.6M | 160.8% | $108M | $38.3M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 234 | $97.7M | $54.1M | 159.1% | $99.4M | $31.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 241 | $92.6M | $55.2M | 161.4% | $97.7M | $31.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 249 | $111M | $55.0M | 170.7% | $92.6M | $29.8M | Not disclosed | Not disclosed |
- Willis Towers Watson codes 11 16 50 $131,381 PY2025
- Silchester International Investors codes 28 51 61 62 68 $112,526 PY2025
- Bank of New York Mellon codes 21 50 62 99 $19,742 PY2025
+25 more service providers
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Provenance
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Manager relationship ended2025-12-31source
+1 more change 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
+6 connections on the graph
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