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 Retirement Plan for the Employees of the American Jewish Committee
Corporate pensionNEW York, NY
Assets
$28.9M
Total assets, Dec 31, 2024 reported
Funded
79.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: American Jewish Committee
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.1%
- Other investments 2.5%
- Partnership/joint venture interests 10.9%
- Registered investment companies 75.7%
Consultants and advisers
5 firms
- Gallagher Fiduciary Advisors Pension consultantthrough Dec 31, 2023 Form 5500
- Brown Advisory LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cambridge Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Income Research & Mgmt. Inc.plan 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
33 readings
Investment management fees
$66,815 (2023-12) · $68,446 (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 | 163 | $28.3M | $37.6M | 79.0% | $28.9M | $3.1M | n/a | n/a |
| 2023 to Dec 31, 2023 | 284 | $39.1M | $51.7M | 83.3% | $28.3M | $12.5M | n/a | n/a |
| 2022 to Dec 31, 2022 | 290 | $48.6M | $51.9M | 90.8% | $39.2M | $15.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Jpmorgan Chase Bank, N.A. codes 21 $75,000 PY2024
- Brown Advisory, LLC codes 27 $44,264 PY2024
- USI Consulting Group codes 11 $31,750 PY2024
- Grant Thornton codes 10 $27,675 PY2024
- USI Consulting Group codes 11 PY2024
- Gallagher Benefit Services, Inc. codes 17 $122,000 PY2023
- Jpmorgan Chase Bank, N.A. codes 21 $75,000 PY2023
- Brown Advisory, LLC codes 27 $66,815 PY2023
- USI Consulting Group codes 11 $30,800 PY2023
- Grant Thornton codes 10 $25,625 PY2023
- Proskauer Rose LLP codes 29 $15,630 PY2023
- USI Consulting Group codes 11 PY2023
- Jpmorgan Chase Bank, N.A. codes 21 $75,000 PY2022
- Brown Advisory, LLC codes 27 $68,261 PY2022
- USI Consulting Group codes 11 $32,000 PY2022
- Grant Thornton codes 10 $19,843 PY2022
- Proskauer Rose LLP codes 29 $6,995 PY2022
- Income Research codes 28 PY2022
- Cambridge Assocaites, LLC codes 27 PY2022
- USI Consulting Group codes 11 PY2022
What changed
9 events
- Dec 31, 2024Consultant changedinferenceGallagher Benefit Services, Inc. no longer appears on The Retirement Plan for the Employees of the American Jewish Committee's Schedule C as pension consultant (plan year 2024 vs 2023)with Gallagher Fiduciary Advisorsaskebsa.dol.gov
- Jan 1, 2024Funded status changedThe Retirement Plan for the Employees of the American Jewish Committee funded ratio 83.3% -> 79.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Retirement Plan for the Employees of the American Jewish Committee plan assets $39M -> $28M (-27.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceCambridge Assocaites, LLC no longer appears on The Retirement Plan for the Employees of the American Jewish Committee's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Cambridge Associatesaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceGallagher Benefit Services, Inc. appears on The Retirement Plan for the Employees of the American Jewish Committee's Schedule C as pension consultant (plan year 2023 vs 2022)with Gallagher Fiduciary Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceIncome Research no longer appears on The Retirement Plan for the Employees of the American Jewish Committee's Schedule C as investment manager (plan year 2023 vs 2022)with Income Research & Mgmt. Inc.askebsa.dol.gov
- Dec 31, 2023Assets changedThe Retirement Plan for the Employees of the American Jewish Committee total assets $39M -> $28M (-27.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Retirement Plan for the Employees of the American Jewish Committee funded ratio 90.8% -> 83.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Retirement Plan for the Employees of the American Jewish Committee plan assets $49M -> $39M (-19.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135563393-001
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.