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

Large Cap Value/lsv Asset Mgmt

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

$88.4M

one row per plan

Latest

Dec 31, 2025

effective date

Plans holding an interest

13 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 13), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
AIR Transport Association of America Retirement Income Plan	n/a	held	-	-	Dec 31, 2022
API Foils North America Pension Plan	n/a	held	-	-	Mar 31, 2020
Axia Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2024
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
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
Plumbers and Pipefitters Local No. 104 Pension Plan	n/a	held	-	-	Dec 31, 2022
Retirement Plan for Employees of Intermountain Power Service Corporation	n/a	held	-	-	Dec 31, 2024
Rubicon LLC Retirement Plan	n/a	held	-	-	Dec 31, 2024
Vopak North America Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2024

Every row

33 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2025	EMC National Life Company Employees Cash Balance Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$685,288 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Madison Gas and Electric Company Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$12.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Vopak North America Inc. Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$17.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Legrand North America Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Employers Mutual Casualty Company Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$16.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Rubicon LLC Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$17.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Madison Gas and Electric Company Retirement Plan for Bargaining Employees	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$8.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Employees of Intermountain Power Service Corporation	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	EMC National Life Company Employees Cash Balance Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$608,702 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Axia Inc. Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2024	Patelco Credit Union Pension Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Madison Gas and Electric Company Retirement Plan for Bargaining Employees	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$8.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Rubicon LLC Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$17.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Employees of Intermountain Power Service Corporation	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$3.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Axia Inc. Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Employers Mutual Casualty Company Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$16.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Vopak North America Inc. Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$17.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Legrand North America Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Madison Gas and Electric Company Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$13.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	EMC National Life Company Employees Cash Balance Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$587,646 held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2023	Patelco Credit Union Pension Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	EMC National Life Company Employees Cash Balance Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$586,216 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Plumbers and Pipefitters Local No. 104 Pension Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Madison Gas and Electric Company Retirement Plan for Bargaining Employees	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$9.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for Employees of Intermountain Power Service Corporation	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$3.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Madison Gas and Electric Company Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$13.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Rubicon LLC Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$16.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Legrand North America Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Vopak North America Inc. Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$15.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	AIR Transport Association of America Retirement Income Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Axia Inc. Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Employers Mutual Casualty Company Retirement Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$14.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2020	API Foils North America Pension Plan	Large Cap Value/lsv Asset Mgmtseparate account	Public equity	$174,498 held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.