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AllocatorsPlancorporate pension100m-1b

Weill Cornell Medical College Non-Exempt and Frozen Retirement Plan

Allocators

Ithaca, NY

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Search this name across graphsid dfx:al:dc309512-1347-4301-a5ca-9d655f745a14

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 1:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
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: $219Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 89%
Participants: 7,091
Commitments: 60with an amount; holdings are counted apart
Managers: 4
Funds: 20
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 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; showing 25 of 60

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Jpmcb Global Select Equity Fund	JP Morgan Chase	Public equity	$44.3M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Jpmcb Global Select Equity Fund	JP Morgan Chase	Public equity	$37.9M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Jpmcb Core Bond Fund	JP Morgan Chase	Fixed income	$31.2M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Jpmcb Global Select Equity Fund	JP Morgan Chase	Public equity	$30.0M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Jpmcb Core Bond Fund	JP Morgan Chase	Fixed income	$27.6M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Jpmcb Core Bond Fund	JP Morgan Chase	Fixed income	$24.0M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Jpmcb Equity Index Fund	JP Morgan Chase	Public equity	$15.5M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Jpmcb International Equity Fund	JP Morgan Chase	Public equity	$13.5M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Jpmcb Growth Advantage Fund	JP Morgan Chase	Pooled vehicle	$13.3M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Jpmcb Core Plus Bond Fund	JP Morgan Chase	Fixed income	$12.8M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$12.8M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Jpmcb Equity Index Fund	JP Morgan Chase	Public equity	$12.0M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$11.8M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Jpmcb Value Advantage Fund	JP Morgan Chase	Pooled vehicle	$11.7M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Jpmcb Core Plus Bond Fund	JP Morgan Chase	Fixed income	$11.5M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Jpmcb Growth Advantage Fund	JP Morgan Chase	Pooled vehicle	$11.3M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Jpmcb Equity Index Fund	JP Morgan Chase	Public equity	$11.3M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Jpmcb Core Plus Bond Fund	JP Morgan Chase	Fixed income	$10.9M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Jpmcb International Equity Fund	JP Morgan Chase	Public equity	$10.7M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Jpmcb High Yield Bond Fund	JP Morgan Chase	Fixed income	$10.7M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Jpmcb Value Advantage Fund	JP Morgan Chase	Pooled vehicle	$10.7M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Jpmcb US Active Core Equity Fund	JP Morgan Chase	Public equity	$10.1M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Jpmcb International Equity Fund	JP Morgan Chase	Public equity	$9.7M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Jpmcb US Active Core Equity Fund	JP Morgan Chase	Public equity	$9.4M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$9.4M	Jun 30, 2024	Collective trust	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; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$463,942	Jun 30, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	78	$171M	Jun 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	19	$41.7M	Jun 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
Jpmorgan Chase Bank, N.A.	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Capfinancial Partners, LLC	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
JP Morgan Chase	n/a	Jun 30, 2024	n/a	yes	fact

Relationships

Manages for (1)

← JP Morgan ChaseManager with allocator capital
Jun 30, 2024 to presentfactForm 5500

Sponsors (1)

← Cornell UniversityAllocatorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (3)

→ Jpmorgan Chase Bank, N.A.Investment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Capfinancial Partners, LLCInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Show 5 bookkeeping events

Occurred
Jul 1, 2024
Weill Cornell Medical College Non-Exempt and Frozen Retirement Plan plan assets $181M -> $205M (+12.9%, 2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2024
Weill Cornell Medical College Non-Exempt and Frozen Retirement Plan funded ratio 93.3% -> 89.5% (2023-07-01 to 2024-07-01)
Occurred
Jun 30, 2024
Weill Cornell Medical College Non-Exempt and Frozen Retirement Plan total assets $182M -> $205M (+12.8%, 2023-06-30 to 2024-06-30)
Occurred
Jul 1, 2023
Weill Cornell Medical College Non-Exempt and Frozen Retirement Plan plan assets $163M -> $181M (+11.1%, 2022-07-01 to 2023-07-01)
Occurred
Jul 1, 2023
Weill Cornell Medical College Non-Exempt and Frozen Retirement Plan funded ratio 96.7% -> 93.3% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:dc309512-1347-4301-a5ca-9d655f745a14
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Weill Cornell Medical College Non-Exempt and Frozen Retirement Plan

Allocators

Ithaca, NY

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:dc309512-1347-4301-a5ca-9d655f745a14

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