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AllocatorsPlancorporate pension<100m

The Retirement Plan for the Employees of the American Jewish Committee

Allocators

NEW York, 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:fd0156eb-707f-400e-9300-5c5c7f84c287

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 6:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 9
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: $28.9Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 79%
Participants: 163
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 12 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	7	$2.1M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	2	$714,496	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	11	$3.1M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	76	$21.9M	Dec 31, 2024	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
Gallagher Fiduciary Advisors	Pension consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Jpmorgan Chase Bank, N.A.	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Brown Advisory LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
USI Consulting Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Cambridge Associates	Investment adviser	Jan 1, 2022	Dec 31, 2022	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
Income Research & Mgmt. Inc.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← American Jewish CommitteePlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (5)

→ Jpmorgan Chase Bank, N.A.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Brown Advisory LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ USI Consulting GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Cambridge AssociatesInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Gallagher Fiduciary AdvisorsManager with allocator capitalPension consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500

Manages for (1)

← Income Research & Mgmt. Inc.Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Gallagher 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)
Gallagher Fiduciary Advisors Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
Cambridge 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)
Cambridge Associates Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
Gallagher 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)
Gallagher Fiduciary Advisors Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Income 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)
Income Research & Mgmt. Inc.Form 5500observed 4 days ago

Show 5 bookkeeping events

Occurred
Jan 1, 2024
The Retirement Plan for the Employees of the American Jewish Committee plan assets $39M -> $28M (-27.7%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
The Retirement Plan for the Employees of the American Jewish Committee funded ratio 83.3% -> 79.0% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
The Retirement Plan for the Employees of the American Jewish Committee total assets $39M -> $28M (-27.7%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
The Retirement Plan for the Employees of the American Jewish Committee plan assets $49M -> $39M (-19.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
The Retirement Plan for the Employees of the American Jewish Committee funded ratio 90.8% -> 83.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:fd0156eb-707f-400e-9300-5c5c7f84c287
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

The Retirement Plan for the Employees of the American Jewish Committee

Allocators

NEW York, 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:fd0156eb-707f-400e-9300-5c5c7f84c287

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$2.1M

Dec 31, 2024

Derived

Other investments

n/a

$714,496

Dec 31, 2024

Derived

Partnership/joint venture interests

n/a

$3.1M

Dec 31, 2024

Derived

Registered investment companies

n/a

$21.9M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Gallagher Fiduciary Advisors

Pension consultant

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Jpmorgan Chase Bank, N.A.

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Brown Advisory LLC

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

USI Consulting Group

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Cambridge Associates

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Income Research & Mgmt. Inc.

Investment management

Jan 1, 2022

Dec 31, 2022

fact