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

Short Term

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
15
distinct allocators on the tape
Rows
41
across successive reports
Held, latest filings
$857M
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
15 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 15), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Cubic Corporation Pension Plann/aheld--Sep 30, 2025
Fulton Fish Market Pension Fundn/aheld--Dec 31, 2024
JAS. W. Glover Holding Company, Ltd. Defined Benefit Pension Plann/aheld--Dec 31, 2022
Marsh & Mclennan Companies Retirement Plann/aheld--Dec 31, 2024
National Integrated Group Pension Plann/aheld--Dec 31, 2024
Ntess Retirement Income Plann/aheld--Dec 31, 2024
Retirement Plan for Employees of Emigrant Bankn/aheld--Dec 31, 2024
Retirement Plan for Pilots of Hawaiian Airlines, Inc.n/aheld--Dec 31, 2024
Shore Medical Center Pension Plann/aheld--Dec 31, 2022
Suburban Teamsters of Northern Illinois Pension Plann/aheld--Dec 31, 2024
Teamsters' Local 301 Pension Plann/aheld--Dec 31, 2025
The Prudential Merged Retirement Plann/aheld--Dec 31, 2024
The Reliable Automatic Sprinkler Co Inc Retirement Income Plann/aheld--Jun 30, 2024
Western Conference of Teamsters Pension Plann/aheld--Dec 31, 2024
William Beaumont Hospital Employees' Retirement Plann/aheld--Dec 31, 2024
Every row
41 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025Teamsters' Local 301 Pension PlanShort Termseparate accountCash$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Cubic Corporation Pension PlanShort Termseparate accountCash$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Marsh & Mclennan Companies Retirement PlanShort Termseparate accountCash$22.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western Conference of Teamsters Pension PlanShort Termseparate accountCash$725M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Prudential Merged Retirement PlanShort Termseparate accountCash$54.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024National Integrated Group Pension PlanShort Termseparate accountCash$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of Emigrant BankShort Termseparate accountCash$3,759 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024William Beaumont Hospital Employees' Retirement PlanShort Termseparate accountCash$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Teamsters' Local 301 Pension PlanShort Termseparate accountCash$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ntess Retirement Income PlanShort Termseparate accountCash$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Pilots of Hawaiian Airlines, Inc.Short Termseparate accountCash$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fulton Fish Market Pension FundShort Termseparate accountCash$46,694 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Suburban Teamsters of Northern Illinois Pension PlanShort Termseparate accountCash$27.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Cubic Corporation Pension PlanShort Termseparate accountCash$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024The Reliable Automatic Sprinkler Co Inc Retirement Income PlanShort Termseparate accountCash$193,091 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Teamsters' Local 301 Pension PlanShort Termseparate accountCash$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Marsh & Mclennan Companies Retirement PlanShort Termseparate accountCash$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western Conference of Teamsters Pension PlanShort Termseparate accountCash$585M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Prudential Merged Retirement PlanShort Termseparate accountCash$63.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023William Beaumont Hospital Employees' Retirement PlanShort Termseparate accountCash$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023National Integrated Group Pension PlanShort Termseparate accountCash$9.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Suburban Teamsters of Northern Illinois Pension PlanShort Termseparate accountCash$28.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fulton Fish Market Pension FundShort Termseparate accountCash$44,340 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ntess Retirement Income PlanShort Termseparate accountCash$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Emigrant BankShort Termseparate accountCash$10,947 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Pilots of Hawaiian Airlines, Inc.Short Termseparate accountCash$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Cubic Corporation Pension PlanShort Termseparate accountCash$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023The Reliable Automatic Sprinkler Co Inc Retirement Income PlanShort Termseparate accountCash$433,655 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022William Beaumont Hospital Employees' Retirement PlanShort Termseparate accountCash$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Suburban Teamsters of Northern Illinois Pension PlanShort Termseparate accountCash$27.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Prudential Merged Retirement PlanShort Termseparate accountCash$85.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Shore Medical Center Pension PlanShort Termseparate accountCash$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fulton Fish Market Pension FundShort Termseparate accountCash$42,187 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Marsh & Mclennan Companies Retirement PlanShort Termseparate accountCash$20.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ntess Retirement Income PlanShort Termseparate accountCash$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022National Integrated Group Pension PlanShort Termseparate accountCash$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022JAS. W. Glover Holding Company, Ltd. Defined Benefit Pension PlanShort Termseparate accountCash$220,552 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Emigrant BankShort Termseparate accountCash$5,506 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Pilots of Hawaiian Airlines, Inc.Short Termseparate accountCash$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Teamsters' Local 301 Pension PlanShort Termseparate accountCash$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western Conference of Teamsters Pension PlanShort Termseparate accountCash$424M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.