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.

Fund

Mid Growth / Westfield Capital

separate account (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan’s interest in the vehicle at its plan year end as filed on Schedule D Part I, a holding value and never a commitment amount; the sponsor printed on the schedule is the manager when a node carries its EIN.

Public LPs
10
distinct allocators on the tape
Rows
22
across successive reports
Held, latest filings
$26.8M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
10 allocators

One line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 10), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Cobre Valley Community Hospital Retirement Plan for Salaried Employeesn/aheld--Dec 31, 2024
Hm/fm Retirement Plann/aheld--Dec 31, 2022
Madison Gas and Electric Company Retirement Plann/aheld--Dec 31, 2024
Madison Gas and Electric Company Retirement Plan for Bargaining Employeesn/aheld--Dec 31, 2024
Patelco Credit Union Pension Plann/aheld--Nov 30, 2024
Pennsylvania Compensation Rating Bureau Employee Retirement Plann/aheld--Dec 31, 2024
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.n/aheld--Jun 30, 2024
Spectrum Brands, Inc. Merged Pension Plann/aheld--Dec 31, 2024
Vopak North America Inc. Retirement Plann/aheld--Dec 31, 2024
Wcirb of California Retirement Plann/aheld--Dec 31, 2024
Every row
22 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Pennsylvania Compensation Rating Bureau Employee Retirement PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Madison Gas and Electric Company Retirement Plan for Bargaining EmployeesMid Growth / Westfield Capitalseparate accountPooled vehicles$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Madison Gas and Electric Company Retirement PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wcirb of California Retirement PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Vopak North America Inc. Retirement PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Spectrum Brands, Inc. Merged Pension PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$891,949 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Cobre Valley Community Hospital Retirement Plan for Salaried EmployeesMid Growth / Westfield Capitalseparate accountPooled vehicles$601,508 heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Patelco Credit Union Pension PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.Mid Growth / Westfield Capitalseparate accountPooled vehicles$331,704 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Vopak North America Inc. Retirement PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Madison Gas and Electric Company Retirement PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Madison Gas and Electric Company Retirement Plan for Bargaining EmployeesMid Growth / Westfield Capitalseparate accountPooled vehicles$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Cobre Valley Community Hospital Retirement Plan for Salaried EmployeesMid Growth / Westfield Capitalseparate accountPooled vehicles$518,629 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Spectrum Brands, Inc. Merged Pension PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wcirb of California Retirement PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.Mid Growth / Westfield Capitalseparate accountPooled vehicles$390,725 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Madison Gas and Electric Company Retirement Plan for Bargaining EmployeesMid Growth / Westfield Capitalseparate accountPooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Madison Gas and Electric Company Retirement PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hm/fm Retirement PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Vopak North America Inc. Retirement PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Spectrum Brands, Inc. Merged Pension PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wcirb of California Retirement PlanMid Growth / Westfield Capitalseparate accountPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.