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

5-20 Yr US High Quality Corp Bond N

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
12
distinct allocators on the tape
Rows
25
across successive reports
Held, latest filings
$164M
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
12 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 12), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Comau LLC Employees' Retirement Income Plann/aheld--Dec 31, 2024
Frozen Pension Plan for Employees of American Property Casualty Insurance Associationn/aheld--Dec 31, 2023
Geisinger Consolidated Pension Plann/aheld--Jun 30, 2023
Jersey Shore Hospital Retirement Income Plann/aheld--Dec 31, 2022
Pentegra Defined Benefit Plan for Financial Instn/aheld--Jun 30, 2025
Retirement Plan for Building and Maintenance Employees of Columbia University Propertiesn/aheld--Jun 30, 2023
Retirement Plan for Employees of Cambrex Corporationn/aheld--Dec 31, 2024
Retirement Plan for Employees of Teradyne, Inc.n/aheld--Dec 31, 2024
Retirement Plan of Fulton Savings Bankn/aheld--Sep 30, 2025
Sun-Maid Growers of California Defined Benefit Pension Plann/aheld--Dec 31, 2022
Sunsweet Hourly Pension Plann/aheld--Dec 31, 2024
The Retirement Plan of Ridgewood Savings Bankn/aheld--Sep 30, 2025
Every row
25 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025The Retirement Plan of Ridgewood Savings Bank5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$66.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Retirement Plan of Fulton Savings Bank5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Pentegra Defined Benefit Plan for Financial Inst5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Comau LLC Employees' Retirement Income Plan5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of Cambrex Corporation5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of Teradyne, Inc.5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sunsweet Hourly Pension Plan5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$390,749 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Retirement Plan of Fulton Savings Bank5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024The Retirement Plan of Ridgewood Savings Bank5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$63.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Pentegra Defined Benefit Plan for Financial Inst5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Cambrex Corporation5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Teradyne, Inc.5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$32.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sunsweet Hourly Pension Plan5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Frozen Pension Plan for Employees of American Property Casualty Insurance Association5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$550,108 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Retirement Plan of Fulton Savings Bank5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023The Retirement Plan of Ridgewood Savings Bank5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$57.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Retirement Plan for Building and Maintenance Employees of Columbia University Properties5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pentegra Defined Benefit Plan for Financial Inst5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Geisinger Consolidated Pension Plan5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$51.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jersey Shore Hospital Retirement Income Plan5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Teradyne, Inc.5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$32.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sun-Maid Growers of California Defined Benefit Pension Plan5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Cambrex Corporation5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sunsweet Hourly Pension Plan5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Frozen Pension Plan for Employees of American Property Casualty Insurance Association5-20 Yr US High Quality Corp Bond Ncollective trustFixed income$3.5M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.