This allocator's name, 3 more managers and 11 more commitments

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· Tarrytown, New York

Corporate pension, based in Tarrytown, New York, reporting $5.2M in assets, for 351 participants.

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

Assets
$5.2M
Funded ratio
41.8%
Fund commitments
7
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (7)Allocation policyManagers
As of · 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 2023, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in New York
Funds committed to
All 7
Managers
All 6
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$5.2M
Total assets, Dec 31, 2023 reported
Funded
41.8%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2023
Commitments
7
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Common/collective trusts 99.5%
  • Pooled separate accounts 0.4%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures

+3 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.

From Schedule C (investment management, code 28)

+1 more Schedule C manager

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
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
14 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Jpmcb Core Diversifed Coml Prop Fdcollective trustJP Morgan ChaseHedge / diversifiers$537,615 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$20,420 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Sl Mid Cap Stock Index Fundcollective trustBNY MellonPublic equity$128,176 heldDisclosed holdingaskebsa.dol.gov

+11 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
22 readings
Total assets
$5.2M Dec 31, 2023 reported Form 5500
$17.6M (2022-12)
Plan assets
$17.6M Jan 1, 2023 reported Form 5500
$23.5M (2022-01)
Net assets
$5.2M Dec 31, 2023 reported Form 5500
$17.6M (2022-12)
Funded ratio
41.8% Jan 1, 2023 reported Form 5500
45.0% (2022-01)
Funding target
$15.6M Jan 1, 2023 reported Form 5500
$14.7M (2022-01)
Discount rate
5.31% Jan 1, 2023 reported Form 5500
5.49% (2022-01)
Participants
351 Jan 1, 2023 reported Form 5500
353 (2022-01)
Contributions
$1.1M Dec 31, 2023 reported Form 5500
$1.3M (2022-12)
Benefits paid
$14.1M Dec 31, 2023 reported Form 5500
$445,897 (2022-12)
Net investment income
-$12.4M Dec 31, 2023 reported Form 5500
-$5.9M (2022-12)
Investment management fees
$295,129 Dec 31, 2023 reported Form 5500
$251,181 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023351$17.6M$15.6M41.8%$5.2MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022353$23.5M$14.7M45.0%$17.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+28 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.
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

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Manager relationship started
    2023-12-31source
  • Total assets changed
    2023-01-01source

+1 more change 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.

Ask DFX