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

A••••• F••••••••• I••

FoundationSouth Bend, IN
Assets
$211M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
33
1 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
1 roles
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
33 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024B••••• V••••••• I•B••••• V•••••••Private equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••• V••••••• I••B••••• V•••••••Private equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• C•• • D•• O••••••••• I•GS Cap DstPrivate equity$391,925 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• C•• • D•• O••••••••• I•GS Cap DstPrivate equity$215,038 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• C•• • D•• O••••••••• V•GS Cap DstPrivate equity$525,524 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• C•• • K•• P•••••••• O•••••••••GS Cap Kkr PrincipalPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• C•• • P•••••• E••••• M••••••• 2•••GS Cap Private Equity Managers 2015Private equity$910,925 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• C•• • P•••••• E••••• M••••••• 2•••GS Cap Private Equity Managers 2016Private equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• C•• • P•••••• E••••• M••••••• 2•••GS Cap Private Equity Managers 2018Private equity$2.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• C•• • P•••••• E••••• C••••••••GS Cap Private Equity InvestPrivate equity$2.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• C•• • V•••••• V•• O•••••••GS CapPrivate equity$647,255 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• C•• • V•••••• V••• O•••••••GS CapPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L• C•• • G•••• E•••••LG Cap Green EquityPublic equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L• C•• • J••• E••••• I•LG Cap Jade EquityPublic equity$288,893 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• • B•••• S••••• R• P•••••••GS Broad Street RePrivate equity$205,258 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R• R•••• C••••••••RB Rouge InvestPrivate equity$710,982 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024J•• C•• • M••• O••••••• 2•••JPM Cap Mezz 2019Private equity$822,713 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024J•• • E••••• E••••• I•JPM Elevar EquityPublic equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024J•• • E••••• E••••• V•JPM Elevar EquityPublic equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024J•• • H••••••••• S•••••• C••••• F•••JPM Highbridge Stragic CreditPrivate credit$286,548 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• •• G••••• B••••• A••••• F•••ML Cap Ax Global Buyout AccessPrivate equity$451,826 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• ••••••••• A••••••••• S••••••• I• F•••ML Cap Blackstone Alternatives SolutionPrivate equity$350,556 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• ••••••••• G••••• A••••• F•••ML Cap Blackstone Growth AccessPrivate equity$305,108 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• ••••••••• S•••••••• P••••••• S••••••••• V••• F•••ML Cap Blackstone Strategic SecondariesPrivate equity$123,576 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• ••••••••• I••••••••• A••••• I• O•••••••ML Cap Brookfield Infrastructure AccessInfrastructure$434,824 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• •• S•••••••• P••••••• S••••••••• I• F•••ML Cap Bx Strategic SecondariesPrivate equity$694,078 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• ••• N•••• A•••••• B••••• A••••• F••• X•••ML Cap Kkr North America Buyout AccessPrivate equity$480,380 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• •••• S•••• C•• F••• I••ML Cap Llcp Small CapPublic equity$637,070 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• •••••• G••••• I••••••••• F••• I•ML Cap Rocket Global InnovationPrivate equity$185,945 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• ••• V• T••••••••• F•••ML Cap Slp TechnologyPrivate equity$325,655 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• ••• V•• T••••••••• F•••ML Cap Slp TechnologyPrivate equity$538,767 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• ••••••••• G••••• R••••••••• A••••• F•••ML Cap Stonepeak Global Renewables AccessPrivate equity$503,877 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• C•• ••• R••• C•••••• A••••• F•••ML Cap Tpg Rise Climate AccessPrivate equity$510,185 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$211M Dec 31, 2024 reported IRS 990
$157M (2024-12)
Income
$47.9M 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 203554641
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.