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 Hospital for Special Surgery Retirement Plan
Corporate pensionNEW York, NY
Assets
$377M
Total assets, Dec 31, 2024 reported
Funded
110.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: NY Society for the Relief of the Ruptured & Crippled
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.2%
- U.S. Government securities 6.3%
- Other investments 37.7%
- Common/collective trusts 1.8%
- Registered investment companies 50.9%
Consultants and advisers
2 firms
- Jpmorgan Chase Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Wellington Micro Cap Fund3 rows, latest Dec 31, 2024
- Wellington Trust Company, Na1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- J.P. Morgan Investment Managementplan years 2023
- Wellington Micro Cap Fundplan years 2022
- Wellington Trust Company, Naplan years 2022
- Jpmcb Long Credit Fundplan years 2022
- Blackrock Long Duration Corporateplan years 2022
Commitments
4 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 Dec 31, 2024 | Wtc-Ctf Microcap Equity Fundcollective trust | Wellington Micro Cap Fund | Public equity | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Ctf Microcap Equity Fundcollective trust | Wellington Micro Cap Fund | Public equity | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wtc-Ctf International Quality Growtcollective trust | Wellington Trust Company, Na | Pooled vehicles | $10.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wtc-Ctf Microcap Equity Fundcollective trust | Wellington Micro Cap Fund | Public equity | $5.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$426,066 (2023-12) · $404,854 (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 | 2,329 | $383M | $360M | 110.2% | $377M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,393 | $351M | $343M | 111.5% | $400M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,545 | $470M | $327M | 135.6% | $352M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $282,621 PY2024
- JP Morgan Chase Bank codes 21 $78,870 PY2024
- Wellington Micro Cap Fund codes 28 $59,543 PY2024
- Ernst and Young LLP codes 10 $54,690 PY2024
- Jpmcb Long Credit Fund codes 28 $45,264 PY2024
- Jpmcb Long Treasury Fund codes 28 $39,199 PY2024
- Blackrock Long Duration Corporate codes 28 $31,096 PY2024
- Wellington Micro Cap Fund Sched. D C $6.7M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $155,681 PY2023
- Wellington Micro Cap Fund codes 28 $125,151 PY2023
- Wellington Int Qual Growth Fund codes 28 $102,204 PY2023
- Ernst and Young LLP codes 10 $54,691 PY2023
- JP Morgan Chase Bank codes 21 $45,000 PY2023
- Jpmcb Long Credit Fund codes 28 $40,299 PY2023
- Jpmcb Long Treasury Fund codes 28 $30,907 PY2023
- Blackrock Long Duration Corporate codes 28 $27,012 PY2023
- Wellington Micro Cap Fund Sched. D C $5.9M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 $239,704 PY2022
- Wellington Int Qual Growth Fund codes 28 $93,929 PY2022
- Wellington Micro Cap Fund codes 28 $56,678 PY2022
- Ernst and Young LLP codes 10 $53,099 PY2022
- Jpmcb Long Credit Fund codes 28 $52,030 PY2022
- Jpmcb Long Treasury Fund codes 28 $49,751 PY2022
- JP Morgan Chase Bank codes 21 $45,058 PY2022
- Blackrock Long Duration Corporate codes 28 $36,281 PY2022
- Wellington Int Qual Growth Fund Sched. D C $10.9M PY2022
- Wellington Micro Cap Fund Sched. D C $5.6M PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship endedinferenceWellington Int Qual Growth Fund no longer appears on The Hospital for Special Surgery Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Trust Company, Naaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceThe Hospital for Special Surgery Retirement Plan no longer reports Wtc-Ctf International Quality Growt (Wellington Trust Company, Na) (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)with Wellington Trust Company, Naaskebsa.dol.gov
- Dec 31, 2023Assets changedThe Hospital for Special Surgery Retirement Plan total assets $352M -> $400M (+13.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Hospital for Special Surgery Retirement Plan funded ratio 135.6% -> 111.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Hospital for Special Surgery Retirement Plan plan assets $470M -> $351M (-25.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131624135-001
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.