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
Retirement Plan of the Jewish Federations of North America
Corporate pensionNEW York, NY
Assets
$20.1M
Total assets, Jun 30, 2025 reported
Funded
69.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: The Jewish Federations of North America
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.3%
- Other investments 8.4%
- Common/collective trusts 7.2%
- Registered investment companies 81.9%
Consultants and advisers
4 firms
- NEW England Pension Consulants Investment adviser (plan)through Jun 30, 2024 Form 5500
- October Three Consulting LLC Actuarythrough Jun 30, 2024 Form 5500
- PNC Bank, National Association Custodianthrough Jun 30, 2024 Form 5500
- Massa & Associates, Inc. Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Wellington Trust Company, Na3 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- Philadelphia Insurance Coplan years 2024
- Wellingtonplan years 2023
- NEW England Pension Consulantsplan years 2023
- The Vanguard Groupplan years 2023
- Capital Bank and Trust Companyplan years 2023
- Mass Financial Servicesplan years 2023
- State Street Global Advisorsplan years 2023
- Massa & Associates, Inc.plan years 2023
- PNC Bank, National Associationplan years 2023
- Bank of New York Mellonplan years 2023
- Legal & General Inv Mgmt Americaplan years 2023
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Wtc-Cif Research Equity Portfoliocollective trust | Wellington Trust Company, Na | Public equity | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Wtc-Cif Research Equity Portfoliocollective trust | Wellington Trust Company, Na | Public equity | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Wtc-Cif Research Equity Portfoliocollective trust | Wellington Trust Company, Na | Public equity | $1.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$47,407 (2024-06) · $49,602 (2023-06)
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 Jun 30, 2025 | 248 | $19.5M | $28.2M | 69.1% | $20.1M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 252 | $18.9M | $30.2M | 62.4% | $19.5M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 261 | $20.3M | $30.1M | 62.6% | $18.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- October Three codes 11 50 $62,753 PY2024
- BDO USA codes 10 50 $41,047 PY2024
- NEW England Pension Consultants codes 27 50 $24,702 PY2024
- PNC Bank codes 19 21 27 50 $11,393 PY2024
- Philadelphia Insurance Co codes 28 51 $9,200 PY2024
- Wellington codes 51 $6,451 PY2024
- Wtc-Cif Research Equity Portfolio Sched. D C $1.5M PY2024
- October Three Consulting LLC codes 11 PY2024
- October Three codes 11 50 $38,900 PY2023
- BDO USA codes 10 50 $29,050 PY2023
- New England Pension Consultants codes 27 50 $26,266 PY2023
- PNC Bank codes 19 21 27 50 $10,295 PY2023
- Philadelphia Insurance Co codes 28 51 $9,141 PY2023
- Wellington codes 51 $6,629 PY2023
- Wtc-Cif Research Equity Portfolio Sched. D C $1.3M PY2023
- October Three Consulting LLC codes 11 PY2023
- Massa & Associates, Inc. codes 28 $85,975 PY2022
- New England Pension Consultants codes 28 $27,318 PY2022
- BDO USA codes 28 $21,000 PY2022
- PNC Bank codes 28 $10,499 PY2022
- Wellington codes 28 $6,011 PY2022
- Legal and General codes 28 $1,729 PY2022
- State Street Global Advisors codes 28 PY2022
- Vanguard codes 28 PY2022
- American Funds codes 28 PY2022
- Mass Financial Services codes 28 PY2022
- Wtc-Cif Research Equity Portfolio Sched. D C $1.0M PY2022
- Massa & Associates, Inc. codes 11 PY2022
What changed
10 events
- Jul 1, 2024Funded status changedRetirement Plan of the Jewish Federations of North America funded ratio 62.4% -> 69.1% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Manager relationship endedinferenceAmerican Funds no longer appears on Retirement Plan of the Jewish Federations of North America's Schedule C as investment manager (plan year 2023 vs 2022)with Capital Bank and Trust Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWellington no longer appears on Retirement Plan of the Jewish Federations of North America's Schedule C as investment manager (plan year 2023 vs 2022)with Wellingtonaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLegal and General no longer appears on Retirement Plan of the Jewish Federations of North America's Schedule C as investment manager (plan year 2023 vs 2022)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBDO USA no longer appears on Retirement Plan of the Jewish Federations of North America's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of New York Mellonaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMass Financial Services no longer appears on Retirement Plan of the Jewish Federations of North America's Schedule C as investment manager (plan year 2023 vs 2022)with Mass Financial Servicesaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedPhiladelphia Insurance Co appears on Retirement Plan of the Jewish Federations of North America's Schedule C as investment manager (plan year 2023 vs 2022)with Philadelphia Insurance Coaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceVanguard no longer appears on Retirement Plan of the Jewish Federations of North America's Schedule C as investment manager (plan year 2023 vs 2022)with The Vanguard Groupaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceState Street Global Advisors no longer appears on Retirement Plan of the Jewish Federations of North America's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Global Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMassa & Associates, Inc. no longer appears on Retirement Plan of the Jewish Federations of North America's Schedule C as investment manager (plan year 2023 vs 2022)with Massa & Associates, Inc.askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131624240-001
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.