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
Jewish Guild for the Blind Bargaining Unit Employees' Pension Plan
Corporate pensionNEW York, NY
Assets
$20.3M
Total assets, Jun 30, 2025 reported
Funded
98.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: The Jewish Guild for the Blind
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Other investments 0.1%
- Common/collective trusts 99.2%
Consultants and advisers
2 firms
- Milliman, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Bank of America Trusteethrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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 | Jewish Guild for the Blind Pensioncollective trust | Jewish Guild for the Blind | Pooled vehicles | $20.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Jewish Guild for the Blind Pensioncollective trust | Jewish Guild for the Blind | Pooled vehicles | $20.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Jewish Guild for the Blind Pensioncollective trust | Jewish Guild for the Blind | Pooled vehicles | $19.6M held | Disclosed holding | askebsa.dol.gov |
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 Jun 30, 2025 | 382 | $20.4M | $19.9M | 98.0% | $20.3M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 400 | $20.2M | $21.0M | 102.1% | $20.4M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 405 | $19.2M | $20.7M | 102.1% | $20.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman codes 11 50 $163,005 PY2024
- Bank of New York Mellon codes 21 50 $82,453 PY2024
- BDO USA, P.C. codes 10 50 $15,475 PY2024
- Jewish Guild for the Blind Pension Sched. D C $20.1M PY2024
- Milliman codes 11 PY2024
- Milliman codes 11 50 $96,645 PY2023
- Bank of New York Mellon codes 21 50 $80,664 PY2023
- BDO USA, P.C. codes 10 50 $8,050 PY2023
- Jewish Guild for the Blind Pension Sched. D C $20.4M PY2023
- Milliman codes 11 PY2023
- Milliman codes 11 50 $87,297 PY2022
- Bank of New York Mellon codes 21 50 $78,066 PY2022
- BDO USA, P.C. codes 10 50 $21,221 PY2022
- Jewish Guild for the Blind Pension Sched. D C $19.6M PY2022
- Milliman codes 11 PY2022
What changed
1 events
- Jul 1, 2024Funded status changedJewish Guild for the Blind Bargaining Unit Employees' Pension Plan funded ratio 102.1% -> 98.0% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131623854-004
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.