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

T•• S•••••• F•••••••••

FoundationMuscatine, IA
Assets
$135M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
38
3 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
3 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
38 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024L•• F•••••••• H••••••• I••L•• F••••••••Private equity$43,426 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E••••••• P••••••• I•• C•••• A•E••••••• A••••••• L••Private equity$22,175 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•••••• B•••• I••••••••• L•••••• F•••W•••••• B•••• I••••••••• M•••••••••Private equity$14.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024D••• I• O••••••• I••••••••DyalPrivate equity$2.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•• P•••••• H••••••• I•• C•• N••Par P•••••• Com NewPrivate equity$3,163 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••• H••••••• I••S•••••Private equity$4,268 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••••••• P••••••• I•• C•• C• A•C••••••••• Com ClPrivate equity$2,477 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• V•••••• L•• C••GE V•••••• ComPrivate equity$163,478 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024U••••• C••••••••• H••••••• I••United C•••••••••Private equity$56,998 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V••••• H••••••• C• C•• C• A•V••••• Com ClPrivate equity$76,573 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••• H••••••• L•••••• S••C•••• ShsPrivate equity$3,138 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••••• D•••• L•• C••••• S••••B••••••• D•••• C••••• S••••Public equity$9,041 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••• H••••••• I•• C•• N••C•••••• Com NewPrivate equity$9,983 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•• H••••••• I••HcaPrivate equity$93,047 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024I•••• H••••••• I••I••••Private equity$61,901 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••• C•••••• H••••••• S••A••• Capital ShsPrivate equity$14,977 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•••• F•••••••• H••••••• I••B•••• FinancialPrivate equity$11,540 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••• O•• F•••••••• C•••Capital One FinancialPrivate equity$135,880 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••• A••••••••• C••• M•••Credit A••••••••• M•••Private credit$9,389 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F•••••••• H••••••• I•• C••F•••••••• ComPrivate equity$8,599 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••••••• F••• P••••••• I••P••••••• F•••Private equity$24,365 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•• P••••••• I•• C•• C• A•Pjt Com ClPrivate equity$5,523 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••• H••••••• I•• C••P••• ComPrivate equity$507 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Q•• H••••••• I•• C••Qcr ComPrivate equity$10,644 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R••• S•••••••• H••••••• I•• C• A•R••• S•••••••• ClPrivate equity$4,812 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•••• C•••••• B••••••••• I••T•••• Capital B•••••••••Private equity$11,026 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V••••• I••• P••••••• I•• C••V••••• I••• ComPrivate equity$11,911 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M••• H••••••• I•••M•••Private equity$6,289 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••••• H••••••• I•• C••••• S••••S••••••• C••••• S••••Public equity$4,081 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•• G•••• H••••••• I•• C• A•Tko Group ClPrivate equity$17,622 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W••••• B••• D•••••••• I•• S••••• A•W••••• B••• D••••••••Private equity$30,833 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A•••• R••••• C•••A•••• R•••••Real estate$21,628 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••• C•••••• M••••••••• I•• C•• N••A••••• Capital Management Com NewPrivate equity$4,520 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E••••• L•••••••• P•••• I••Equity L•••••••• P••••Public equity$21,845 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E••••• R••••••••• P••••E••••• R••••••••• P••••Public equity$57,552 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H••••• H••••• H••••••• I•• C••H••••• H••••• ComPrivate equity$17,076 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••••• R••••• T•••• C••••• S•••••P•••••••• R••••• C••••• S•••••Real estate$5,269 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R••••• I••••• C•••R••••• I•••••Real estate$84,922 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$174M Dec 31, 2024 reported IRS 990
$135M (2024-12)
Income
$26.4M 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 426071036
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.