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

CF Wa Opportunistic US High Yield

103 12 ie (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

$79.6M

one row per plan

Latest

Mar 31, 2025

effective date

Plans holding an interest

11 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 11), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
1199seiu Greater New York Pension Fund	n/a	held	-	-	Dec 31, 2023
1199seiu Home Care Employees Pension Fund	n/a	held	-	-	Dec 31, 2024
Alaska Electrical Pension Plan	n/a	held	-	-	Dec 31, 2022
Directors Guild of America-Producer Pension Plan Basic Benefit Plan	n/a	held	-	-	Dec 31, 2022
Hess Corporation Employees' Pension Plan	n/a	held	-	-	Dec 31, 2024
Major League Baseball Players Pension Plan	n/a	held	-	-	Mar 31, 2025
NEW England Health Care Employees Pension Plan	n/a	held	-	-	Dec 31, 2024
Nextera Energy, Inc. Employee Pension Plan	n/a	held	-	-	Dec 31, 2023
Sutter Health Retirement Plan	n/a	held	-	-	Dec 31, 2023
The Bank of America Pension Plan	n/a	held	-	-	Dec 31, 2024
The Southern California Edison Company Retirement Plan	n/a	held	-	-	Dec 31, 2024

Every row

26 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Mar 31, 2025	Major League Baseball Players Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$7.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	1199seiu Home Care Employees Pension Fund	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Southern California Edison Company Retirement Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$10.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Bank of America Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$32.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NEW England Health Care Employees Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$4.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Hess Corporation Employees' Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Major League Baseball Players Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$8.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	1199seiu Greater New York Pension Fund	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$966,398 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	1199seiu Home Care Employees Pension Fund	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Bank of America Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$34.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Southern California Edison Company Retirement Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$9.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Nextera Energy, Inc. Employee Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$5.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Sutter Health Retirement Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$8.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Hess Corporation Employees' Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NEW England Health Care Employees Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Major League Baseball Players Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$6.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	NEW England Health Care Employees Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$4.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Southern California Edison Company Retirement Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$9.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Alaska Electrical Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Hess Corporation Employees' Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Sutter Health Retirement Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$9.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Bank of America Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$17.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Directors Guild of America-Producer Pension Plan Basic Benefit Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$5.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	1199seiu Greater New York Pension Fund	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$746,285 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Nextera Energy, Inc. Employee Pension Plan	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	1199seiu Home Care Employees Pension Fund	CF Wa Opportunistic US High Yield103 12 ie	Hedge / diversifiers	$1.2M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2024Holding endedinferenceSutter Health Retirement Plan
Sutter Health Retirement Plan no longer reports CF Wa Opportunistic US High Yield (last held $8M at 2023-12-31; absent from the 2024-12-31 filing)
with CF Wa Opportunistic US High Yieldaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceNextera Energy, Inc. Employee Pension Plan
Nextera Energy, Inc. Employee Pension Plan no longer reports CF Wa Opportunistic US High Yield (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
with CF Wa Opportunistic US High Yieldaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceDirectors Guild of America-Producer Pension Plan Basic Benefit Plan
Directors Guild of America-Producer Pension Plan Basic Benefit Plan no longer reports CF Wa Opportunistic US High Yield (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
with CF Wa Opportunistic US High Yieldaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceAlaska Electrical Pension Plan
Alaska Electrical Pension Plan no longer reports CF Wa Opportunistic US High Yield (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
with CF Wa Opportunistic US High Yieldaskebsa.dol.gov