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

Largecapgrowth / Mfs Fund

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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$43.8M

one row per plan

Latest

Dec 31, 2025

effective date

Plans holding an interest

10 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 10), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Cobre Valley Community Hospital Retirement Plan for Salaried Employees	n/a	held	-	-	Dec 31, 2024
Elizabeth Carbide Die Co. , Inc. Employees Retirement Plan	n/a	held	-	-	Dec 31, 2022
EMC National Life Company Employees Cash Balance Plan	n/a	held	-	-	Dec 31, 2025
Employers Mutual Casualty Company Retirement Plan	n/a	held	-	-	Dec 31, 2024
Faurecia Exhaust Systems, Inc. Uaw and Salaried Pension Plan	n/a	held	-	-	Dec 31, 2023
Legrand North America Retirement Plan	n/a	held	-	-	Dec 31, 2024
Madison Gas and Electric Company Retirement Plan	n/a	held	-	-	Dec 31, 2024
Madison Gas and Electric Company Retirement Plan for Bargaining Employees	n/a	held	-	-	Dec 31, 2024
Patelco Credit Union Pension Plan	n/a	held	-	-	Nov 30, 2024
Retirement Plan for Employees of Intermountain Power Service Corporation	n/a	held	-	-	Dec 31, 2024

Every row

26 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2025	EMC National Life Company Employees Cash Balance Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$636,422 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Legrand North America Retirement Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Employers Mutual Casualty Company Retirement Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$12.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Madison Gas and Electric Company Retirement Plan for Bargaining Employees	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$8.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Employees of Intermountain Power Service Corporation	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Cobre Valley Community Hospital Retirement Plan for Salaried Employees	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	EMC National Life Company Employees Cash Balance Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$609,890 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Madison Gas and Electric Company Retirement Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$12.9M held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2024	Patelco Credit Union Pension Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Madison Gas and Electric Company Retirement Plan for Bargaining Employees	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$8.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Cobre Valley Community Hospital Retirement Plan for Salaried Employees	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$908,077 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Employees of Intermountain Power Service Corporation	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Employers Mutual Casualty Company Retirement Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$11.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Faurecia Exhaust Systems, Inc. Uaw and Salaried Pension Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$517,104 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Legrand North America Retirement Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Madison Gas and Electric Company Retirement Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$13.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	EMC National Life Company Employees Cash Balance Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$605,319 held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2023	Patelco Credit Union Pension Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	EMC National Life Company Employees Cash Balance Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$550,416 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Madison Gas and Electric Company Retirement Plan for Bargaining Employees	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$7.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for Employees of Intermountain Power Service Corporation	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Madison Gas and Electric Company Retirement Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$11.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Legrand North America Retirement Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Elizabeth Carbide Die Co. , Inc. Employees Retirement Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$304,372 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Faurecia Exhaust Systems, Inc. Uaw and Salaried Pension Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Employers Mutual Casualty Company Retirement Plan	Largecapgrowth / Mfs Fundseparate account	Pooled vehicles	$9.2M held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.