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.

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Foundation

S•••••••• F•••••••••

FoundationGrand Rapids, MI
Assets
$129M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
31
6 managers on Schedule C
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
31 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024P••••••• U•• F••• V••• L•P•••••••Private equity$619,582 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• I•• L•A••••••• P•••••••Private equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• V• L•A••••••• P•••••••Private equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E••••• I•P•••••• E••••• M••••••••• I• L••Public equity$547,714 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• V•• L•A••••••• P•••••••Private equity$2.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 20241••• C••••••1••• C••••••Private equity$2.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• G•••••A••••••• G•••••Private equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• I•• L•A•••••••Private equity$201,581 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E•••••• C••••••••• F••• I•E•••••• C•••••••••Private equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E•••••• C••••••••• F••• I••E•••••• C•••••••••Private equity$1.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••••• P•••••••HighbarPrivate equity$500,369 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024J•• E•••••J•• E•••••Public equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E•••••• C••••••••• F••• I•E•••••• V•••••••• L••Private equity$561,449 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••• V••••••• I•C•••• V•••••• M••••••••• L••Private equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• V•••• L•A••••••• P•••••••Private equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• V••• L•A••••••• P•••••••Private equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K••••••• G••••• E••••• F•••Kiltearn Global EquityPublic equityn/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024L••••••••• F••• V•LittlejohnPrivate equity$693,303 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L••••••••• F••• V•LittlejohnPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M•• I••••••••• G•••••MFS GrowthPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024N•••••• C••••••N•••••• C••••••Private equity$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••••••• C••••••S••••••••• C••••••Private equity$3.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••••••• C•••••• I•S••••••••• C••••••Private equity$2.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••••••• C•••••• I••S••••••••• C••••••Private equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••••••• C•••••• I•••S••••••••• C••••••Private equity$710,623 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••• E••••• F•••Summa EquityPublic equity$761,080 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V•••••••• P••••••• I••VitruvianPrivate equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V•••••••• P••••••• I•VitruvianPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V•• S••• T••••••••• P•••••••A••• C••••••Private equity$1.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G••••••••• I• G••••• E•••••G••••••••• I• G••••• E•••••Public equity$2.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••••••• E••••• F••• V• B• L•P•••••••Private equity$439,396 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$129M Dec 31, 2024 reported IRS 990
$129M (2024-12)
Income
$12.9M Dec 31, 2024 reported IRS BMF
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 386050470
Cross-graph: family office graph (shared ein)
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.