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

Opportunistic Credit Portfolio

103 12 ie (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
8
distinct allocators on the tape
Rows
22
across successive reports
Held, latest filings
$72.9M
one row per plan
Latest
Aug 31, 2025
effective date
Plans holding an interest
8 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 8), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Alaska Laborers-Employers Retirement Fundn/aheld--Jun 30, 2025
Children's Hospital Medical Center Retirement Plann/aheld--Dec 31, 2024
Clarios Pension Plan Battery Division Hourly Employeesn/aheld--Dec 31, 2024
Consolidated Retirement Plan of Vitalantn/aheld--Nov 30, 2024
Essendant Pension Plann/aheld--Aug 31, 2025
Essendant Union Employees' Pension Plann/aheld--Aug 31, 2025
Sealed Air Corporation Combined Pension Plann/aheld--Dec 31, 2024
The Dun & Bradstreet Corporation Retirement Accountn/aheld--Dec 31, 2024
Every row
22 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Aug 31, 2025Essendant Pension PlanOpportunistic Credit Portfolio103 12 iePrivate credit$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Essendant Union Employees' Pension PlanOpportunistic Credit Portfolio103 12 iePrivate credit$962,763 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Alaska Laborers-Employers Retirement FundOpportunistic Credit Portfolio103 12 iePrivate credit$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Children's Hospital Medical Center Retirement PlanOpportunistic Credit Portfoliocollective trustPrivate credit$24.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Dun & Bradstreet Corporation Retirement AccountOpportunistic Credit Portfoliocollective trustPrivate credit$21.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sealed Air Corporation Combined Pension PlanOpportunistic Credit Portfolio103 12 iePrivate credit$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Clarios Pension Plan Battery Division Hourly EmployeesOpportunistic Credit Portfolio103 12 iePrivate credit$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Consolidated Retirement Plan of VitalantOpportunistic Credit Portfoliocollective trustPrivate credit$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Essendant Pension PlanOpportunistic Credit Portfolio103 12 iePrivate credit$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Essendant Union Employees' Pension PlanOpportunistic Credit Portfolio103 12 iePrivate credit$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Alaska Laborers-Employers Retirement FundOpportunistic Credit Portfolio103 12 iePrivate credit$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Dun & Bradstreet Corporation Retirement AccountOpportunistic Credit Portfoliocollective trustPrivate credit$23.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sealed Air Corporation Combined Pension PlanOpportunistic Credit Portfolio103 12 iePrivate credit$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Children's Hospital Medical Center Retirement PlanOpportunistic Credit Portfoliocollective trustPrivate credit$26.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Clarios Pension Plan Battery Division Hourly EmployeesOpportunistic Credit Portfolio103 12 iePrivate credit$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Consolidated Retirement Plan of VitalantOpportunistic Credit Portfoliocollective trustPrivate credit$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Essendant Pension PlanOpportunistic Credit Portfolio103 12 iePrivate credit$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Essendant Union Employees' Pension PlanOpportunistic Credit Portfolio103 12 iePrivate credit$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Alaska Laborers-Employers Retirement FundOpportunistic Credit Portfolio103 12 iePrivate credit$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sealed Air Corporation Combined Pension PlanOpportunistic Credit Portfolio103 12 iePrivate credit$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Dun & Bradstreet Corporation Retirement AccountOpportunistic Credit Portfoliocollective trustPrivate credit$23.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Children's Hospital Medical Center Retirement PlanOpportunistic Credit Portfoliocollective trustPrivate credit$25.9M heldDisclosed holdingaskebsa.dol.gov
What changed