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

Private Placement Sa-30

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
7
distinct allocators on the tape
Rows
14
across successive reports
Held, latest filings
$34.5M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
7 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 7), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Arthur J. Gallagher & Co. Employees' Pension Plann/aheld--Dec 31, 2023
Axia Inc. Retirement Plann/aheld--Dec 31, 2024
Bracco Retirement Income Plann/aheld--Dec 31, 2022
Plumbers and Pipefitters Local No. 104 Pension Plann/aheld--Dec 31, 2024
Stahl (USA), Inc. Pension Plann/aheld--Dec 31, 2024
Titan America LLC Pension Plann/aheld--Dec 31, 2022
Vibrantz Corporation Pension Plan for Legacy Employeesn/aheld--Dec 31, 2023
Every row
14 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Axia Inc. Retirement PlanPrivate Placement Sa-30separate accountPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Plumbers and Pipefitters Local No. 104 Pension PlanPrivate Placement Sa-30separate accountPooled vehicles$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Stahl (USA), Inc. Pension PlanPrivate Placement Sa-30separate accountPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Arthur J. Gallagher & Co. Employees' Pension PlanPrivate Placement Sa-30separate accountPooled vehicles$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Stahl (USA), Inc. Pension PlanPrivate Placement Sa-30separate accountPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Axia Inc. Retirement PlanPrivate Placement Sa-30separate accountPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Vibrantz Corporation Pension Plan for Legacy EmployeesPrivate Placement Sa-30separate accountPooled vehicles$83,674 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Arthur J. Gallagher & Co. Employees' Pension PlanPrivate Placement Sa-30separate accountPooled vehicles$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Plumbers and Pipefitters Local No. 104 Pension PlanPrivate Placement Sa-30separate accountPooled vehicles$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Stahl (USA), Inc. Pension PlanPrivate Placement Sa-30separate accountPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Titan America LLC Pension PlanPrivate Placement Sa-30separate accountPooled vehicles$502,088 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bracco Retirement Income PlanPrivate Placement Sa-30separate accountPooled vehicles$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Vibrantz Corporation Pension Plan for Legacy EmployeesPrivate Placement Sa-30separate accountPooled vehicles$99,731 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Axia Inc. Retirement PlanPrivate Placement Sa-30separate accountPooled vehicles$957,433 heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.