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
Jefferson Defined Benefit Plan
Corporate pensionPhiladelphia, PA
Assets
$2.1B
Total assets, Dec 31, 2024 reported
Funded
102.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Thomas Jefferson University
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.9%
- Other investments 92.4%
- Registered investment companies 2.2%
Consultants and advisers
3 firms
- Alright Holdings Company LLC General consultantthrough Dec 31, 2024 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Russell Trust Companyplan years 2024
- Frank Russell Companyplan years 2022
- Russell Investment Trustplan 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
31 readings
Investment management fees
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 | 17,647 | $1.6B | $1.6B | 102.4% | $2.1B | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 20,402 | $1.6B | $1.7B | 101.4% | $1.6B | n/a | $1.6B | n/a |
| 2022 to Dec 31, 2022 | 22,511 | $2.0B | $1.6B | 109.8% | $1.6B | $0 | $1.6B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Frank Russell Company codes 28 $3.0M PY2024
- Alright Holdings Company LLC codes 16 $1.6M PY2024
- The Bank of New York Mellon codes 19 $622,653 PY2024
- AON Consulting Inc. codes 11 $253,785 PY2024
- Russell Trust Company codes 28 $82,429 PY2024
- BNY Mellon, Na Sched. D M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Frank Russell Company codes 28 $3.0M PY2023
- The Bank of New York Mellon codes 19 $342,089 PY2023
- Russell Trust Company codes 28 $110,957 PY2023
- BNY Mellon, Na Sched. D M $1.6B PY2023
- AON Consulting, Inc. codes 11 PY2023
- Frank Russell Company codes 28 $3.9M PY2022
- The Bank of New York Mellon codes 19 $716,713 PY2022
- Russell Trust Company codes 28 $381,328 PY2022
- BNY Mellon, Na Sched. D M $1.6B PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceAlright Holdings Company LLC appears on Jefferson Defined Benefit Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Alright Holdings Company LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedJefferson Defined Benefit Plan total assets $1.6B -> $2.1B (+27.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedJefferson Defined Benefit Plan funded ratio 109.8% -> 101.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedJefferson Defined Benefit Plan plan assets $2.0B -> $1.6B (-17.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231352651-010
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.