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

Long Duration Bond/ir&m Fund

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
22
distinct allocators on the tape
Rows
39
across successive reports
Held, latest filings
$239M
one row per plan
Latest
Sep 30, 2025
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.

AllocatorDisclosedStateApprovedClosedReported
AIR Transport Association of America Retirement Income Plann/aheld--Dec 31, 2024
American Packaging Corporation Pension Retirement Plann/aheld--Dec 31, 2024
Arthur J. Gallagher & Co. Employees' Pension Plann/aheld--Dec 31, 2024
Bekaert Corporation Retirement Income Plann/aheld--Dec 31, 2022
Bracco Retirement Income Plann/aheld--Dec 31, 2023
Dyno Nobel Inc. Defined Benefit Pension Plan In/aheld--Dec 31, 2022
Dyno Nobel Inc. Defined Benefit Pension Plan IIn/aheld--Dec 31, 2022
Hm/fm Retirement Plann/aheld--Dec 31, 2024
Madison Gas and Electric Company Retirement Plann/aheld--Dec 31, 2024
Madison Gas and Electric Company Retirement Plan for Bargaining Employeesn/aheld--Dec 31, 2024
Mcdermott (U.S.) Retirement Plann/aheld--Dec 31, 2022
MGM Retirement Plann/aheld--Dec 31, 2022
Nor-Cal Beverage Co. , Inc. Employee Pension Plann/aheld--Dec 31, 2022
Oklahoma Farm Bureau Pension Plann/aheld--Dec 31, 2024
Patelco Credit Union Pension Plann/aheld--Nov 30, 2024
Retirement Annuity Plan for Ees of Smeco, Inc.n/aheld--Dec 31, 2024
Stahl (USA), Inc. Pension Plann/aheld--Dec 31, 2024
The Miller Company Pension Plann/aheld--Dec 31, 2022
The Retirement Plan of Flushing Bankn/aheld--Sep 30, 2025
Titan America LLC Pension Plann/aheld--Dec 31, 2024
Wcirb of California Retirement Plann/aheld--Dec 31, 2023
Wise Alloys LLC Pension Plan for Hourly Employeesn/aheld--Dec 31, 2022
Every row
39 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025The Retirement Plan of Flushing BankLong Duration Bond/ir&m Fundseparate accountFixed income$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Arthur J. Gallagher & Co. Employees' Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$19.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024American Packaging Corporation Pension Retirement PlanLong Duration Bond/ir&m Fundseparate accountFixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Madison Gas and Electric Company Retirement Plan for Bargaining EmployeesLong Duration Bond/ir&m Fundseparate accountFixed income$27.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Titan America LLC Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Oklahoma Farm Bureau Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hm/fm Retirement PlanLong Duration Bond/ir&m Fundseparate accountFixed income$16.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Stahl (USA), Inc. Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Madison Gas and Electric Company Retirement PlanLong Duration Bond/ir&m Fundseparate accountFixed income$42.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Annuity Plan for Ees of Smeco, Inc.Long Duration Bond/ir&m Fundseparate accountFixed income$25.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AIR Transport Association of America Retirement Income PlanLong Duration Bond/ir&m Fundseparate accountFixed income$21.9M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Patelco Credit Union Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$20.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024The Retirement Plan of Flushing BankLong Duration Bond/ir&m Fundseparate accountFixed income$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Hm/fm Retirement PlanLong Duration Bond/ir&m Fundseparate accountFixed income$20.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Madison Gas and Electric Company Retirement PlanLong Duration Bond/ir&m Fundseparate accountFixed income$30.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Titan America LLC Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Madison Gas and Electric Company Retirement Plan for Bargaining EmployeesLong Duration Bond/ir&m Fundseparate accountFixed income$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Annuity Plan for Ees of Smeco, Inc.Long Duration Bond/ir&m Fundseparate accountFixed income$32.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bracco Retirement Income PlanLong Duration Bond/ir&m Fundseparate accountFixed income$19.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AIR Transport Association of America Retirement Income PlanLong Duration Bond/ir&m Fundseparate accountFixed income$25.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Arthur J. Gallagher & Co. Employees' Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Stahl (USA), Inc. Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wcirb of California Retirement PlanLong Duration Bond/ir&m Fundseparate accountFixed income$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Patelco Credit Union Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023The Retirement Plan of Flushing BankLong Duration Bond/ir&m Fundseparate accountFixed income$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022MGM Retirement PlanLong Duration Bond/ir&m Fundseparate accountFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nor-Cal Beverage Co. , Inc. Employee Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$798,078 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bekaert Corporation Retirement Income PlanLong Duration Bond/ir&m Fundseparate accountFixed income$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Stahl (USA), Inc. Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Madison Gas and Electric Company Retirement Plan for Bargaining EmployeesLong Duration Bond/ir&m Fundseparate accountFixed income$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Madison Gas and Electric Company Retirement PlanLong Duration Bond/ir&m Fundseparate accountFixed income$25.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wcirb of California Retirement PlanLong Duration Bond/ir&m Fundseparate accountFixed income$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mcdermott (U.S.) Retirement PlanLong Duration Bond/ir&m Fundseparate accountFixed income$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Dyno Nobel Inc. Defined Benefit Pension Plan IILong Duration Bond/ir&m Fundseparate accountFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Dyno Nobel Inc. Defined Benefit Pension Plan ILong Duration Bond/ir&m Fundseparate accountFixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wise Alloys LLC Pension Plan for Hourly EmployeesLong Duration Bond/ir&m Fundseparate accountFixed income$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Miller Company Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AIR Transport Association of America Retirement Income PlanLong Duration Bond/ir&m Fundseparate accountFixed income$31.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Arthur J. Gallagher & Co. Employees' Pension PlanLong Duration Bond/ir&m Fundseparate accountFixed income$11.8M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.