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

Fiam Short Duration Pool

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

$132M

one row per plan

Latest

Sep 30, 2025

effective date

Plans holding an interest

14 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 14), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
AAA Arizona, Inc. Cash Balance Plan and Trust	n/a	held	-	-	Apr 30, 2025
AVX Pension Plan for Bargaining Unit and Hourly Employees	n/a	held	-	-	Dec 31, 2024
Bertelsmann Pension Account Plan	n/a	held	-	-	Dec 31, 2024
Briggs & Stratton, LLC Cash Balance Retirement Plan	n/a	held	-	-	Jun 30, 2025
Gardner Denver, Inc Pension Plan	n/a	held	-	-	Dec 31, 2024
Indiana Farm Bureau Retirement Plan	n/a	held	-	-	Dec 31, 2024
Keil Chemical Pension Plan for Local 7-209 Employees	n/a	held	-	-	Dec 31, 2024
Maxxam Pension Plan	n/a	held	-	-	Dec 31, 2024
Memc LLC Pension Plan	n/a	held	-	-	Dec 31, 2022
Neenah Consolidated Pension Plan	n/a	held	-	-	Sep 30, 2025
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	n/a	held	-	-	Dec 31, 2022
Sandoz Pension Plan	n/a	held	-	-	Dec 31, 2024
Tecumseh Products Company Consolidated Pension Plan	n/a	held	-	-	Dec 31, 2022
Wescom Central Credit Union Defined Benefit Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

27 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Sep 30, 2025	Neenah Consolidated Pension Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Briggs & Stratton, LLC Cash Balance Retirement Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$455,189 held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	AAA Arizona, Inc. Cash Balance Plan and Trust	Fiam Short Duration Poolcollective trust	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Keil Chemical Pension Plan for Local 7-209 Employees	Fiam Short Duration Poolcollective trust	Pooled vehicles	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Sandoz Pension Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$6.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Indiana Farm Bureau Retirement Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$66.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Bertelsmann Pension Account Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$8.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	AVX Pension Plan for Bargaining Unit and Hourly Employees	Fiam Short Duration Poolcollective trust	Pooled vehicles	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Gardner Denver, Inc Pension Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Wescom Central Credit Union Defined Benefit Pension Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Maxxam Pension Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Briggs & Stratton, LLC Cash Balance Retirement Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$4.2M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	AAA Arizona, Inc. Cash Balance Plan and Trust	Fiam Short Duration Poolcollective trust	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	AVX Pension Plan for Bargaining Unit and Hourly Employees	Fiam Short Duration Poolcollective trust	Pooled vehicles	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Indiana Farm Bureau Retirement Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$68.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Gardner Denver, Inc Pension Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Bertelsmann Pension Account Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$8.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Wescom Central Credit Union Defined Benefit Pension Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2023	AAA Arizona, Inc. Cash Balance Plan and Trust	Fiam Short Duration Poolcollective trust	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Bertelsmann Pension Account Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$8.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Indiana Farm Bureau Retirement Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$70.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	AVX Pension Plan for Bargaining Unit and Hourly Employees	Fiam Short Duration Poolcollective trust	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Gardner Denver, Inc Pension Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Tecumseh Products Company Consolidated Pension Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$28.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Memc LLC Pension Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Wescom Central Credit Union Defined Benefit Pension Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	Fiam Short Duration Poolcollective trust	Pooled vehicles	$840,929 held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.