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AllocatorsPlancorporate pension<100m

Jewish Home for the Elderly Defined Benefit Pension Plan

Allocators

Bridgeport, CT

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Search this name across graphsid dfx:al:07270fc2-6fd7-4aed-a37b-3ac76d62bfc7

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 14
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $22,170latest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 110%
Participants: 148
Commitments: 19with an amount; holdings are counted apart
Managers: 1
Funds: 10
Re-ups: 0
First-time managers: 0
Latest commitment: Sep 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 30, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$1.5M	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$1.1M	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$876,461	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$740,352	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$476,791	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$318,269	Sep 30, 2024	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$236,104	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$196,109	Sep 30, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$160,470	Sep 30, 2024	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$89,791	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$84,216	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$57,352	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$43,760	Sep 30, 2023	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$39,613	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$24,884	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$22,170	Sep 30, 2025	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$19,582	Sep 30, 2024	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$16,311	Sep 30, 2023	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$7,486	Sep 30, 2024	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$22,170	Sep 30, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Principal Global Investors LLC	Investment adviser	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← The Jewish Home for the ElderlyPlan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (2)

→ Principal Global Investors LLCInvestment consultantInvestment adviser
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500

Dated events

14 bookkeeping events (roster, classification and holdings changes) folded below

Show 14 bookkeeping events

Occurred
Sep 30, 2025
Jewish Home for the Elderly Defined Benefit Pension Plan total assets $4M -> $22,170 (-99.4%, 2024-09-30 to 2025-09-30)
Occurred
Sep 30, 2025
Jewish Home for the Elderly Defined Benefit Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $24,884 at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Jewish Home for the Elderly Defined Benefit Pension Plan no longer reports Prin Ldi Long Duration Sa-Z (Principal) (last held $2M at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Jewish Home for the Elderly Defined Benefit Pension Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $318,269 at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Jewish Home for the Elderly Defined Benefit Pension Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $7,486 at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Jewish Home for the Elderly Defined Benefit Pension Plan no longer reports Prin Diversified Intl Sa-Z (Principal) (last held $84,216 at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Jewish Home for the Elderly Defined Benefit Pension Plan no longer reports Principal U.S. Property Sa-Z (Principal) (last held $160,470 at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Jewish Home for the Elderly Defined Benefit Pension Plan no longer reports Prin Ldi Intrm Dur Sep Acct-Z (Principal) (last held $1M at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Jewish Home for the Elderly Defined Benefit Pension Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $19,582 at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Jewish Home for the Elderly Defined Benefit Pension Plan no longer reports Principal Overseas Sep Acct-Z (Principal) (last held $39,613 at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Jewish Home for the Elderly Defined Benefit Pension Plan first reports an interest in Prin Liquid Assets Sep Acct-Z (Principal): $22,170 at 2025-09-30
Occurred
Oct 1, 2024
Jewish Home for the Elderly Defined Benefit Pension Plan plan assets $3M -> $4M (+24.4%, 2023-10-01 to 2024-10-01)
Occurred
Oct 1, 2024
Jewish Home for the Elderly Defined Benefit Pension Plan funded ratio 84.5% -> 110.1% (2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
Jewish Home for the Elderly Defined Benefit Pension Plan total assets $3M -> $4M (+24.5%, 2023-09-30 to 2024-09-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:07270fc2-6fd7-4aed-a37b-3ac76d62bfc7
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Jewish Home for the Elderly Defined Benefit Pension Plan

Allocators

Bridgeport, CT

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:07270fc2-6fd7-4aed-a37b-3ac76d62bfc7

Vehicle

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Value

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