DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
The Jewish Home & Hospital Retirement Plan
Corporate pensionNEW York, NY
Assets
$78.3M
Total assets, Dec 31, 2024 reported
Funded
78.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: The New Jewish Home
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.6%
- Other investments 27.0%
- Registered investment companies 48.9%
- Common stock 9.1%
Consultants and advisers
2 firms
- Wilmington Trust Trusteethrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
- Clarkston Capital Partnersplan years 2024
- Onedigitalplan years 2022, 2023
- Clarkston Capitalplan years 2022
- Wilkinson Global Asset Managementplan years 2022
- Spyglass Capital Managementplan years 2022
- Clifford Capital Partnersplan years 2022
- Offit Capital Advisors LLCplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$286,189 (2023-12) · $343,210 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 928 | $74.4M | $99.6M | 78.2% | $78.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 936 | $72.9M | $100M | 79.9% | $74.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,129 | $98.2M | $102M | 86.8% | $72.9M | $9.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Offit Capital Advisors LLC codes 28 50 51 $185,754 PY2024
- Milliman codes 11 50 $74,634 PY2024
- Wilmington Trust Company codes 21 50 $62,250 PY2024
- Onedigital Investment Advisors, LLC codes 28 50 51 $59,676 PY2024
- Clarkston Capital Partners codes 28 50 51 $13,012 PY2024
- Wilkinson Global Asset Management codes 28 50 51 $9,944 PY2024
- Clifford Capital Partners codes 28 50 51 $8,166 PY2024
- Spyglass Capital Management codes 28 50 51 $6,892 PY2024
- Milliman codes 11 PY2024
- Offit Capital Advisors LLC codes 28 50 $179,855 PY2023
- Milliman codes 11 50 $141,831 PY2023
- Onedigital Investment Advisors, LLC codes 28 50 $77,250 PY2023
- Wilmington Trust Company codes 21 50 $66,286 PY2023
- Clarkston Capital Partners codes 28 50 $11,997 PY2023
- Wilkinson Global Asset Management codes 28 50 $6,928 PY2023
- Spyglass Capital Management codes 28 50 $5,219 PY2023
- Milliman codes 11 PY2023
- Offit Capital Advisors LLC codes 28 50 $215,404 PY2022
- Milliman codes 11 50 $106,169 PY2022
- Wilmington Trust Company codes 21 50 $76,711 PY2022
- Resources Investment Advisors, LLC codes 28 50 $75,000 PY2022
- Clarkston Capital Partners codes 28 50 $23,991 PY2022
- Wilkinson Global Asset Management codes 28 50 $13,321 PY2022
- Spyglass Capital Management codes 28 50 $9,926 PY2022
- Clifford Capital Partners, LLC codes 28 50 $5,568 PY2022
- Milliman codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedClifford Capital Partners appears on The Jewish Home & Hospital Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Clifford Capital Partnersaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceClifford Capital Partners, LLC no longer appears on The Jewish Home & Hospital Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Clifford Capital Partnersaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceResources Investment Advisors, LLC no longer appears on The Jewish Home & Hospital Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Onedigitalaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedOnedigital Investment Advisors, LLC appears on The Jewish Home & Hospital Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Onedigitalaskebsa.dol.gov
- Jan 1, 2023Funded status changedThe Jewish Home & Hospital Retirement Plan funded ratio 86.8% -> 79.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Jewish Home & Hospital Retirement Plan plan assets $98M -> $73M (-25.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131624033-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.