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

Jennison U.S. Small Cap Equity Fund

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
5
distinct allocators on the tape
Rows
12
across successive reports
Held, latest filings
$59.8M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
5 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 5), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
National Automatic Sprinkler Metal Trades Pension Fundn/aheld--Dec 31, 2023
Roofers Union Local No.33 Pension Fundn/aheld--Dec 31, 2024
Shore Medical Center Pension Plann/aheld--Dec 31, 2022
Suburban Teamsters of Northern Illinois Pension Plann/aheld--Dec 31, 2024
The Prudential Merged Retirement Plann/aheld--Dec 31, 2024
Every row
12 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Suburban Teamsters of Northern Illinois Pension PlanJennison U.S. Small Cap Equity Fundcollective trustPublic equity$44.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Prudential Merged Retirement PlanJennison U.S. Small Cap Equity Fundcollective trustPublic equity$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Roofers Union Local No.33 Pension FundJennison U.S. Small Cap Equity Fundcollective trustPublic equity$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Prudential Merged Retirement PlanJennison U.S. Small Cap Equity Fundcollective trustPublic equity$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023National Automatic Sprinkler Metal Trades Pension FundJennison U.S. Small Cap Equity Fundcollective trustPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Suburban Teamsters of Northern Illinois Pension PlanJennison U.S. Small Cap Equity Fundcollective trustPublic equity$46.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Roofers Union Local No.33 Pension FundJennison U.S. Small Cap Equity Fundcollective trustPublic equity$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Roofers Union Local No.33 Pension FundJennison U.S. Small Cap Equity Fundcollective trustPublic equity$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022National Automatic Sprinkler Metal Trades Pension FundJennison U.S. Small Cap Equity Fundcollective trustPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Suburban Teamsters of Northern Illinois Pension PlanJennison U.S. Small Cap Equity Fundcollective trustPublic equity$41.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Prudential Merged Retirement PlanJennison U.S. Small Cap Equity Fundcollective trustPublic equity$28.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Shore Medical Center Pension PlanJennison U.S. Small Cap Equity Fundcollective trustPublic equity$2.7M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.