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.
GMO Multi-Strategy Fund (onshore)
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 6), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Abbott - Abbvie Multiple Employer Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Connecticut Laborers' Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Employees Retirement Plan of Hajoca Corporation | n/a | held | - | - | Dec 31, 2022 |
| Kansas City Life Insurance Company Cash Balance Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| National Grid USA Companies Final Average Pay Pension Plan | n/a | held | - | - | Mar 31, 2024 |
| Retirement Plan for Employees of the Academy of Motion Picture Arts & Sciences | n/a | held | - | - | Jun 30, 2025 |
- National Grid USA Companies Final Average Pay Pension Plan no longer reports GMO Multi-Strategy Fund (onshore) (last held $4M at 2024-03-31; absent from the 2025-03-31 filing)with GMO Multi-Strategy Fund (onshore)askebsa.dol.gov
- Kansas City Life Insurance Company Cash Balance Pension Plan first reports an interest in GMO Multi-Strategy Fund (onshore): $1M at 2023-12-31with GMO Multi-Strategy Fund (onshore)askebsa.dol.gov