This allocator's name, 2 more commitments and 9 more dated events
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Corporate pension in New York
Corporate pension, based in NEW York, New York, for 1,051 participants.
Composed from this allocator's classification, location and filed figures.
- Funded ratio
- 100.8%
- Fund commitments
- 2
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2025, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Sl Mid Cap Stock Index Fund3 commitments
- EB Temporary Investment2 commitments
- BNY Mellon5 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 2.0%
- Non-interest-bearing cash 0.0%
- U.S. Government securities 23.0%
- Partnership/joint venture interests 3.2%
- Common/collective trusts 47.8%
- Registered investment companies 10.2%
- Real estate (other than employer real property) 2.5%
- The Angell Pension Group, Inc. Actuarythrough Jun 30, 2025 Form 5500
- Bank of New York Mellon Custodianthrough Jun 30, 2025 Form 5500
- BNY Mellon5 rows, latest Dec 31, 2024
- Loomis, Sayles & Company, L.P.plan years 2025
- Loomis Sayles High Yield Fundplan years 2025
- Cerity Partners LLCplan years 2025
+5 more Schedule C managers
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- Dec 31, 2025Manager relationship endedinferencewith Perella Weinberg Partnersaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferencewith Vulcan Valueaskebsa.dol.gov
- Dec 31, 2025Manager relationship startedwith Loomis Sayles High Yield Fundaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferencewith Sanders Capital LLCaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferencewith Clarkston Capital Partnersaskebsa.dol.gov
+9 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 | Afl-Cio Sl Mid Cap Stock Index Fundcollective trust | BNY Mellon | Public equity | $874,850 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $171,466 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Afl-Cio Sl Mid Cap Stock Index Fundcollective trust | BNY Mellon | Public equity | $668,630 held | Disclosed holding | askebsa.dol.gov |
+2 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 Jun 30, 2025 | 1,051 | Not disclosed | Not disclosed | n/a | $0 | $0 | Not disclosed | $0 |
| 2024 to Dec 31, 2024 | 1,058 | $85.9M | $85.2M | 100.8% | $85.1M | $2.8M | Not disclosed | $2.1M |
| 2023 to Dec 31, 2023 | 1,062 | $77.3M | $83.9M | 97.8% | $87.8M | $7.7M | Not disclosed | $6.4M |
| 2022 to Dec 31, 2022 | 1,072 | $89.1M | $80.9M | 104.2% | $78.5M | $9.6M | Not disclosed | $7.9M |
- Cerity Partners codes 28 99 $451,860 PY2025
- The Bank of NY Mellon codes 18 19 21 50 $55,108 PY2025
- Long Corp Disciplined Alpha Trust codes 28 99 $22,225 PY2025
+52 more service providers
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Provenance
Not yet on record: assets.
Record history
- Holding in a pooled vehicle ended2024-12-31source
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
+11 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
+12 connections on the graph
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