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
Hebrew Home for the Aged at Riverdale Retirement Income Plan
Corporate pensionRiverdale, NY
Assets
$21.4M
Total assets, Dec 31, 2024 reported
Funded
77.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Hebrew Home for the Aged at Riverdale
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 2.4%
- Registered investment companies 97.6%
Consultants and advisers
2 firms
- Independent Financial Partners Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pentegra Services, Inc. Actuarythrough Dec 31, 2022 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
- Principal3 rows, latest Dec 31, 2024
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 Dec 31, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $520,992 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $519,802 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $781,199 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 307 | $21.5M | $28.6M | 77.0% | $21.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 390 | $25.6M | $33.0M | 81.0% | $21.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 393 | $31.6M | $32.0M | 88.6% | $25.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $10,173 PY2024
- Prudential Retirement Insurance codes 13 PY2024
- Independent Financial Partners codes 27 99 PY2024
- Prin Money Market Sa-I1 Sched. D P $520,992 PY2024
- Pentegra Services, Inc. codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $17,684 PY2023
- Independent Financial Partners codes 27 99 PY2023
- Prudential Retirement Insurance codes 13 PY2023
- Prin Money Market Sa-I1 Sched. D P $519,802 PY2023
- Pentegra Services, Inc. codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $12,286 PY2022
- Prudential Retirement Insurance codes 13 PY2022
- Independent Financial Partners codes 27 99 PY2022
- Prin Money Market Sa-I1 Sched. D P $781,199 PY2022
- Pentegra Services, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedHebrew Home for the Aged at Riverdale Retirement Income Plan funded ratio 81.0% -> 77.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedHebrew Home for the Aged at Riverdale Retirement Income Plan plan assets $26M -> $22M (-16.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedHebrew Home for the Aged at Riverdale Retirement Income Plan total assets $26M -> $22M (-16.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedHebrew Home for the Aged at Riverdale Retirement Income Plan funded ratio 88.6% -> 81.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHebrew Home for the Aged at Riverdale Retirement Income Plan plan assets $32M -> $26M (-19.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131739971-001
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.