This allocator's name, 10 more advisers, 6 more managers, 20 more commitments and 24 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.
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Corporate pension in New York
Corporate pension, based in Armonk, New York, reporting $18B in assets, for 140,566 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $18B
- Funded ratio
- 71.9%
- Fund commitments
- 10
- Managers
- 11
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Frank Russell Company.
Capital path
who backs this record, through what, into what; each name opens its own path- Privest Account3 commitments
- Jpmcb Global Emerging Mkts Discover3 commitments
- Emerging Markets Alpha Tilts Fund3 commitments
- Prudential Insurance Company of Ame3 commitments
- JP Morgan Chase Bank3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 3.6%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 21.9%
- Corporate debt instruments (preferred) 0.4%
- U.S. Government securities 38.6%
- Employer securities 0.0%
- Other investments 12.4%
- Partnership/joint venture interests 8.2%
- 103-12 investment entities 0.8%
- Common/collective trusts 3.0%
- Pooled separate accounts 3.3%
- Registered investment companies 2.5%
- Common stock 3.6%
- Preferred stock 0.0%
- Alterity Group LLC Pension consultantthrough Dec 31, 2024 Form 5500
- P/e Global LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Hudson Advisors LP Investment adviser (plan)through Dec 31, 2022 Form 5500
+10 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- JP Morgan Chase Bank3 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Western Asset Mgmt Company, LLCplan years
+53 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship endedinferencewith Income Research & Mgmt. Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Frank Russell Companyaskebsa.dol.gov
+24 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Privest Accountseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $590M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Global Emerging Mkts Discovercollective trust | JP Morgan Chase Bank | Pooled vehicles | $34.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Emerging Markets Alpha Tilts Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $42.3M held | Disclosed holding | askebsa.dol.gov |
+20 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 140,566 | $24B | $19B | 71.9% | $18B | $1.5B | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 144,002 | $25B | $20B | 72.3% | $25B | $1.7B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 250,506 | $52B | $36B | 87.9% | $26B | $3.2B | Not disclosed | Not disclosed |
- Fidelity Investments codes 37 64 65 71 $11.1M PY2024
- Towers Watson Delaware Inc. codes 11 51 $10.3M PY2024
- Ibm codes 15 50 51 56 $5.9M PY2024
+209 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 43 traced paths of capital across the graphs.
DFX traced 43 paths 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.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+26 more changes 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
+70 connections on the graph
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