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.
Acwi Ex-Us Superfund
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 13), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Cic-Toc Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Comerica Incorporated Retirement Income Account Plan | n/a | held | - | - | Dec 31, 2024 |
| Deseret Mutual Master Retirement Plan | n/a | held | - | - | Dec 31, 2024 |
| Factory Mutual Insurance Company Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Frontier Communications Pension Plan | n/a | held | - | - | Dec 31, 2020 |
| Insurance Organizations Employees' Retirement Plan | n/a | held | - | - | Dec 31, 2024 |
| Keycorp Consolidated Cash Balance Plan | n/a | held | - | - | Sep 30, 2025 |
| Lumber Industry Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Pentegra Defined Benefit Plan for Financial Inst | n/a | held | - | - | Jun 30, 2025 |
| The Pnc Financial Services Group, Inc. Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| The Prudential Merged Retirement Plan | n/a | held | - | - | Dec 31, 2024 |
| Todd Shipyards Corporation Retirement System | n/a | held | - | - | Jun 30, 2025 |
| United Mine Workers of America 1974 Pension Trust Employees' Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Keycorp Consolidated Cash Balance Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $52.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Pentegra Defined Benefit Plan for Financial Inst | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $37.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Todd Shipyards Corporation Retirement System | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Lumber Industry Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | The Prudential Merged Retirement Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $15.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Comerica Incorporated Retirement Income Account Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $303M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | The Pnc Financial Services Group, Inc. Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $202M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Deseret Mutual Master Retirement Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $20.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Cic-Toc Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $6.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Insurance Organizations Employees' Retirement Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $30.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | United Mine Workers of America 1974 Pension Trust Employees' Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $13.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Factory Mutual Insurance Company Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $23.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Keycorp Consolidated Cash Balance Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $47.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Todd Shipyards Corporation Retirement System | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Pentegra Defined Benefit Plan for Financial Inst | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $41.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Cic-Toc Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $6.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Comerica Incorporated Retirement Income Account Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $316M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Factory Mutual Insurance Company Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $21.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Lumber Industry Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | The Pnc Financial Services Group, Inc. Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $106M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | United Mine Workers of America 1974 Pension Trust Employees' Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $12.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | The Prudential Merged Retirement Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $37.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Keycorp Consolidated Cash Balance Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $51.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Todd Shipyards Corporation Retirement System | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Cic-Toc Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | The Prudential Merged Retirement Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $147M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Factory Mutual Insurance Company Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $18.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Lumber Industry Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | United Mine Workers of America 1974 Pension Trust Employees' Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $11.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2020 | Frontier Communications Pension Plan | Acwi Ex-Us Superfundcollective trust | Pooled vehicles | $99.5M held | Disclosed holding | askebsa.dol.gov |
- Deseret Mutual Master Retirement Plan first reports an interest in Acwi Ex-Us Superfund: $21M at 2024-12-31with Acwi Ex-Us Superfundaskebsa.dol.gov
- Insurance Organizations Employees' Retirement Plan first reports an interest in Acwi Ex-Us Superfund: $30M at 2024-12-31with Acwi Ex-Us Superfundaskebsa.dol.gov
- Pentegra Defined Benefit Plan for Financial Inst first reports an interest in Acwi Ex-Us Superfund: $41M at 2024-06-30with Acwi Ex-Us Superfundaskebsa.dol.gov
- Comerica Incorporated Retirement Income Account Plan first reports an interest in Acwi Ex-Us Superfund: $316M at 2023-12-31with Acwi Ex-Us Superfundaskebsa.dol.gov
- The Pnc Financial Services Group, Inc. Pension Plan first reports an interest in Acwi Ex-Us Superfund: $106M at 2023-12-31with Acwi Ex-Us Superfundaskebsa.dol.gov
- Frontier Communications Pension Plan no longer reports Acwi Ex-Us Superfund (last held $100M at 2020-12-31; absent from the 2022-12-31 filing)with Acwi Ex-Us Superfundaskebsa.dol.gov