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

Fiam Small/mid Cap Core Pool

collective trust (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

$82.6M

one row per plan

Latest

Dec 31, 2024

effective date

Plans holding an interest

22 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 22), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Aera Energy Services Company Cash Balance Plan	n/a	held	-	-	Dec 31, 2022
BNP Paribas Pension Plan	n/a	held	-	-	Dec 31, 2024
Capgemini Cash Balance Retirement Plan	n/a	held	-	-	Dec 31, 2024
Carle Health Central Illinois Pension Plan	n/a	held	-	-	Nov 30, 2024
ING Financial Services LLC Retirement Plan	n/a	held	-	-	Dec 31, 2024
Marelli North America, Inc. Defined Benefit Plan	n/a	held	-	-	Dec 31, 2023
MG Advantage Retirement Plan	n/a	held	-	-	Dec 31, 2024
NRA Employee Retirement Plan	n/a	held	-	-	Dec 31, 2023
Oerlikon USA Holding, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2023
Pension Plan for Salaried Employees of Alcon	n/a	held	-	-	Dec 31, 2022
Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund	n/a	held	-	-	Dec 31, 2023
PJM Interconnection, LLC Pension Plan	n/a	held	-	-	Dec 31, 2022
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	n/a	held	-	-	Dec 31, 2024
Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company	n/a	held	-	-	Dec 31, 2024
Stmicroelectronics, Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2022
Texas United Corporation Pension Plan	n/a	held	-	-	Dec 31, 2022
The Manitowoc Company, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
The Oilgear Company Retirement Plan	n/a	held	-	-	Dec 31, 2023
The Oregon Tool Retirement Plan	n/a	held	-	-	Dec 31, 2022
Unify Financial Credit Union Pension Plan	n/a	held	-	-	Dec 31, 2023
Vantiva USA Inc. Pension Plan for Employees	n/a	held	-	-	Dec 31, 2024
West Fraser, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2022

Every row

45 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$537,999 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$9.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	BNP Paribas Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Manitowoc Company, Inc. Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	ING Financial Services LLC Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Capgemini Cash Balance Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Vantiva USA Inc. Pension Plan for Employees	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	MG Advantage Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2024	Carle Health Central Illinois Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$6.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Capgemini Cash Balance Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Vantiva USA Inc. Pension Plan for Employees	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$4.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Manitowoc Company, Inc. Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	BNP Paribas Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$653,837 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NRA Employee Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Oilgear Company Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$74,353 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Unify Financial Credit Union Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Marelli North America, Inc. Defined Benefit Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$517,250 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	ING Financial Services LLC Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$234,758 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	MG Advantage Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Oerlikon USA Holding, Inc. Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$403,974 held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2023	Carle Health Central Illinois Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Oilgear Company Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$72,162 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Aera Energy Services Company Cash Balance Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$13.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Manitowoc Company, Inc. Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$961,865 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Capgemini Cash Balance Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$5.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Oerlikon USA Holding, Inc. Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$521,740 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Unify Financial Credit Union Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	ING Financial Services LLC Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for Salaried Employees of Alcon	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	PJM Interconnection, LLC Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$11.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Texas United Corporation Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	West Fraser, Inc. Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	NRA Employee Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Stmicroelectronics, Inc. Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	BNP Paribas Pension Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$565,969 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	MG Advantage Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Marelli North America, Inc. Defined Benefit Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$7,934 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Oregon Tool Retirement Plan	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$944,931 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Vantiva USA Inc. Pension Plan for Employees	Fiam Small/mid Cap Core Poolcollective trust	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.