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

Wtc-Cif II US Inv Grade Corp Long B

collective trust (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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$1.0B

one row per plan

Latest

Oct 31, 2025

effective date

Plans holding an interest

22 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 22), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Axel Johnson Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2024
Berklee College of Music, Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2024
Data General Corporation Retirement Plan	n/a	held	-	-	Sep 30, 2023
Employees Pension Plan of Credit Suisse	n/a	held	-	-	Dec 31, 2024
Employees' Retirement Plan of Proskauer Rose LLP	n/a	held	-	-	Oct 31, 2025
Factory Mutual Insurance Company Pension Plan	n/a	held	-	-	Dec 31, 2024
Finra Employees Retirement Plan	n/a	held	-	-	Dec 31, 2024
Michael Best & Friedrich Employees' Pension Plan	n/a	held	-	-	Dec 31, 2024
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.	n/a	held	-	-	Dec 31, 2024
Placid Refining Company Pension Plan	n/a	held	-	-	Dec 31, 2024
QEP Resources, Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2024
QEP Resources, Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2022
Retirement Income Plan for Employees of Northern Arizona Healthcare	n/a	held	-	-	Dec 31, 2024
Retirement Plan of Marathon Oil Company	n/a	held	-	-	Dec 31, 2022
Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies	n/a	held	-	-	Dec 31, 2024
Schlage Lock Company LLC Pension Plan	n/a	held	-	-	Dec 31, 2024
Southwest Retirement and Cash Balance Plan	n/a	held	-	-	Dec 31, 2024
The Academy of Natural Sciences Pension Plan	n/a	held	-	-	Dec 31, 2024
The Metropolitan Museum of Art Retirement Plan for Covered Union Employees	n/a	held	-	-	Jun 30, 2025
The Retirement Plan for Employees of Pentagon Federal Credit Union	n/a	held	-	-	Dec 31, 2024
The Retirement Plan of Rady Childrens Hospital and Health Center	n/a	held	-	-	Jun 30, 2025
Time Warner Cable Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

46 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Oct 31, 2025	Employees' Retirement Plan of Proskauer Rose LLP	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$9.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	The Retirement Plan of Rady Childrens Hospital and Health Center	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$18.4M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	The Metropolitan Museum of Art Retirement Plan for Covered Union Employees	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$52.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Michael Best & Friedrich Employees' Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$22.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Income Plan for Employees of Northern Arizona Healthcare	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$30.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Southwest Retirement and Cash Balance Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$30.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Factory Mutual Insurance Company Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$16.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	QEP Resources, Inc. Retirement Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$13.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Employees Pension Plan of Credit Suisse	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$72.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$114M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Berklee College of Music, Inc. Retirement Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$6.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Finra Employees Retirement Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$115M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$111M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Academy of Natural Sciences Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Retirement Plan for Employees of Pentagon Federal Credit Union	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$26.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Schlage Lock Company LLC Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$43.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Axel Johnson Inc. Retirement Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$15.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Placid Refining Company Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$8.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Time Warner Cable Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$256M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Employees' Retirement Plan of Proskauer Rose LLP	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$29.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	The Metropolitan Museum of Art Retirement Plan for Covered Union Employees	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$44.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Income Plan for Employees of Northern Arizona Healthcare	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$33.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Finra Employees Retirement Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$111M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Time Warner Cable Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$210M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Michael Best & Friedrich Employees' Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$20.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$130M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Schlage Lock Company LLC Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$48.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Southwest Retirement and Cash Balance Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$31.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Factory Mutual Insurance Company Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$15.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Employees Pension Plan of Credit Suisse	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$73.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Placid Refining Company Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$8.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$145M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Berklee College of Music, Inc. Retirement Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$7.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	QEP Resources, Inc. Retirement Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$14.1M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Data General Corporation Retirement Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$47.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	The Metropolitan Museum of Art Retirement Plan for Covered Union Employees	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$45.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Income Plan for Employees of Northern Arizona Healthcare	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$33.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan of Marathon Oil Company	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$20.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Factory Mutual Insurance Company Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$14.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Employees Pension Plan of Credit Suisse	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$66.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Placid Refining Company Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	QEP Resources, Inc. Retirement Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$13.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Schlage Lock Company LLC Pension Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$42.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Finra Employees Retirement Plan	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$90.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$121M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.	Wtc-Cif II US Inv Grade Corp Long Bcollective trust	Pooled vehicles	$111M held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.