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.
EB Temporary Investment Fund
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 4), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Bert Bell/pete Rozelle Nfl Player Retirement Plan | n/a | held | - | - | Mar 31, 2025 |
| Conocophillips Retirement Plan | n/a | held | - | - | Dec 31, 2024 |
| Iron Workers Locals 40, 361 & 417 Pension Fund | n/a | held | - | - | Dec 31, 2022 |
| Penton Media, Inc. Retirement Plan | n/a | held | - | - | Nov 30, 2024 |
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Bert Bell/pete Rozelle Nfl Player Retirement Plan | EB Temporary Investment Fundcollective trust | Pooled vehicles | $105M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Conocophillips Retirement Plan | EB Temporary Investment Fundcollective trust | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Penton Media, Inc. Retirement Plan | EB Temporary Investment Fundcollective trust | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Bert Bell/pete Rozelle Nfl Player Retirement Plan | EB Temporary Investment Fundcollective trust | Pooled vehicles | $95.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Conocophillips Retirement Plan | EB Temporary Investment Fundcollective trust | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | Penton Media, Inc. Retirement Plan | EB Temporary Investment Fundcollective trust | Pooled vehicles | $341,750 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Bert Bell/pete Rozelle Nfl Player Retirement Plan | EB Temporary Investment Fundcollective trust | Pooled vehicles | $31.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Conocophillips Retirement Plan | EB Temporary Investment Fundcollective trust | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Iron Workers Locals 40, 361 & 417 Pension Fund | EB Temporary Investment Fundcollective trust | Pooled vehicles | $14.5M held | Disclosed holding | askebsa.dol.gov |