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

T Rowe Price Growth Stk Stgy

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
8
distinct allocators on the tape
Rows
17
across successive reports
Held, latest filings
$31.7M
one row per plan
Latest
Dec 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.

Every row
17 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025EMC National Life Company Employees Cash Balance PlanLarge Cap Growth III Fdseparate accountPublic equity$659,231 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employers Mutual Casualty Company Retirement PlanLarge Cap Growth III Fdseparate accountPublic equity$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EMC National Life Company Employees Cash Balance PlanLarge Cap Growth III Fdseparate accountPublic equity$646,170 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jacuzzi Brands Corp. Pension PlanLarge Cap Growth III Fdseparate accountPublic equity$825,208 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Wicor Americas Group Pension PlanLarge Cap Growth III Fdseparate accountPublic equity$301,380 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Frozen Defined Benefit PlanLarge Cap Growth III Fdseparate accountPublic equity$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jacuzzi Brands Corp. Pension PlanLarge Cap Growth III Fdseparate accountPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employers Mutual Casualty Company Retirement PlanLarge Cap Growth III Fdseparate accountPublic equity$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EMC National Life Company Employees Cash Balance PlanLarge Cap Growth III Fdseparate accountPublic equity$578,399 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Wicor Americas Group Pension PlanLarge Cap Growth III Fdseparate accountPublic equity$380,664 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EMC National Life Company Employees Cash Balance PlanLarge Cap Growth III Fdseparate accountPublic equity$412,379 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employees' Retirement Plan of Mitsubishi International CorporationLarge Cap Growth III Fdseparate accountPublic equity$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jacuzzi Brands Corp. Pension PlanLarge Cap Growth III Fdseparate accountPublic equity$962,368 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Frozen Defined Benefit PlanLarge Cap Growth III Fdseparate accountPublic equity$703,144 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Titan America LLC Pension PlanLarge Cap Growth III Fdseparate accountPublic equity$979,139 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Spectrum Brands, Inc. Merged Pension PlanLarge Cap Growth III Fdseparate accountPublic equity$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employers Mutual Casualty Company Retirement PlanLarge Cap Growth III Fdseparate accountPublic equity$7.8M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.