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

Nepc US Small Cap Equity Cit

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
21
distinct allocators on the tape
Rows
37
across successive reports
Held, latest filings
$600M
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
21 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 21), never a fund size.

Every row
37 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Western Connecticut Health Network Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Aecom Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Retirement Plan for Employees of Ocean Spray Cranberries, Inc.Nepc US Small Cap Equity Citcollective trustPublic equity$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Beth Israel Lahey Health Defined Benefit Plan INepc US Small Cap Equity Citcollective trustPublic equity$12.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Beth Israel Lahey Health Defined Benefit Plan IINepc US Small Cap Equity Citcollective trustPublic equity$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025American Sugar Refining and Subsidiaries Pension PNepc US Small Cap Equity Citcollective trustPublic equity$826,292 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Phibro Animal Health Corporation Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$414,924 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Bert Bell/pete Rozelle Nfl Player Retirement PlanNepc US Small Cap Equity Citcollective trustPublic equity$364M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Vassar Brothers Hospital Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Amended Employees' Pension and Investment Plan of the Hunt Corporation and Related CompaniesNepc US Small Cap Equity Citcollective trustPublic equity$103,840 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Southern California Pipe Trades Retirement FundNepc US Small Cap Equity Citcollective trustPublic equity$72.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NEW Jersey Health Care Employers- Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Frontier Communications Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$57.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nicholas H. Noyes Memorial Hospital Employees' Retirement PlanNepc US Small Cap Equity Citcollective trustPublic equity$168,236 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jones Memorial Hospital Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$470,142 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of Highland Hospital of Rochester, NYNepc US Small Cap Equity Citcollective trustPublic equity$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024UR Medicine Home Care, Certified Services, Inc. Cash Balance Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$228,219 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Thompson Health Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$938,314 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Newell Brands Consolidated Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$31.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CRH Americas Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Western Connecticut Health Network Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$18.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Aecom Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Retirement Plan for Employees of Ocean Spray Cranberries, Inc.Nepc US Small Cap Equity Citcollective trustPublic equity$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Phibro Animal Health Corporation Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$458,697 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Bert Bell/pete Rozelle Nfl Player Retirement PlanNepc US Small Cap Equity Citcollective trustPublic equity$369M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Highland Hospital of Rochester, NYNepc US Small Cap Equity Citcollective trustPublic equity$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Southern California Pipe Trades Retirement FundNepc US Small Cap Equity Citcollective trustPublic equity$64.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Newell Brands Consolidated Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NEW Jersey Health Care Employers- Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Frontier Communications Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$103M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Keystone Employees' Retirement PlanNepc US Small Cap Equity Citcollective trustPublic equity$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Vassar Brothers Hospital Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Thompson Health Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$967,501 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nicholas H. Noyes Memorial Hospital Employees' Retirement PlanNepc US Small Cap Equity Citcollective trustPublic equity$191,904 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023CRH Americas Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jones Memorial Hospital Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$473,402 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Western Connecticut Health Network Pension PlanNepc US Small Cap Equity Citcollective trustPublic equity$35.4M heldDisclosed holdingaskebsa.dol.gov
What changed