This allocator's name, 2 more advisers and 4 more commitments
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Corporate pension in New York
Corporate pension, based in East Syracuse, New York, reporting $23.1M in assets, for 296 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $23.1M
- Funded ratio
- 98.5%
- Fund commitments
- 4
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Fiam Intermediate Duration Comm Pl2 commitments
- Fiam Long Duration Commingled Pool2 commitments
- Fiam Long U.S. Treasury Strips Inde2 commitments
- Fidelity Institutional Asset Mgmt7 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 99.4%
- Fidelity Institutional Asset Mgmt Investment adviser (plan)through Jun 30, 2025 Form 5500
- FID Mgmt Trust Co Actuarythrough Jun 30, 2025 Form 5500
- Fidelity Investments Actuarythrough Jun 30, 2025 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Fidelity Institutional Asset Mgmt7 rows, latest Jun 30, 2025
- Jun 30, 2025Holding started
- Dec 31, 2024Consultant changedinferencewith M&t Bankaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jul 1, 2024Funded status changeddown 3 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Fiam Intermediate Duration Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Fiam Long Duration Commingled Poolcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Fiam Long U.S. Treasury Strips Indecollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $1.2M held | Disclosed holding | askebsa.dol.gov |
+4 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 Jun 30, 2025 | 296 | $23.3M | $22.6M | 98.5% | $23.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 303 | $22.6M | $23.2M | 101.2% | $23.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 310 | $22.0M | $23.1M | 100.9% | $22.6M | Not disclosed | Not disclosed | Not disclosed |
- Fidelity Management Trust Company codes 11 13 21 50 $42,806 PY2024
- Fidelity Asset Management codes 27 50 $29,076 PY2024
- Fiam Long US Treasury Strips Comm P Sched. D C $1.2M PY2024
+11 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Holding in a pooled vehicle started2025-06-30source
- Funded status changed2024-07-01source
- Consultant changed2024-12-31source
+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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