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.
Tactical Exposure Fund Inst
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.
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.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| BD Retirement Plan | n/a | held | - | - | Sep 30, 2025 |
| Chick-Fil-A, Inc. Defined Benefit Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Christian School Pension Plan and Trust Fund | n/a | held | - | - | Aug 31, 2025 |
| Foster Farms Group Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Standard Retirement Plan - Home Office Personnel | n/a | held | - | - | Dec 31, 2024 |
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | BD Retirement Plan | Tactical Exposure Fund Instcollective trust | Hedge / diversifiers | $30.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Christian School Pension Plan and Trust Fund | Tactical Exposure Fund Instcollective trust | Hedge / diversifiers | $13.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Foster Farms Group Pension Plan | Tactical Exposure Fund Instcollective trust | Hedge / diversifiers | $11.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Chick-Fil-A, Inc. Defined Benefit Pension Plan | Tactical Exposure Fund Instcollective trust | Hedge / diversifiers | $14.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Standard Retirement Plan - Home Office Personnel | Tactical Exposure Fund Instcollective trust | Hedge / diversifiers | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Christian School Pension Plan and Trust Fund | Tactical Exposure Fund Instcollective trust | Hedge / diversifiers | $43.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Chick-Fil-A, Inc. Defined Benefit Pension Plan | Tactical Exposure Fund Instcollective trust | Hedge / diversifiers | $9.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Foster Farms Group Pension Plan | Tactical Exposure Fund Instcollective trust | Hedge / diversifiers | $11.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Christian School Pension Plan and Trust Fund | Tactical Exposure Fund Instcollective trust | Hedge / diversifiers | $56.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Chick-Fil-A, Inc. Defined Benefit Pension Plan | Tactical Exposure Fund Instcollective trust | Hedge / diversifiers | $9.9M held | Disclosed holding | askebsa.dol.gov |