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

Nisa Ultra Mid Treasury Cif

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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$97.6M

one row per plan

Latest

Feb 28, 2025

effective date

Plans holding an interest

17 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 17), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
A-E-F-C Pension Plan	n/a	held	-	-	Dec 31, 2024
Baptist Health Care, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Beam Pension Plan	n/a	held	-	-	Dec 31, 2024
Consolidated Retirement Plan of Vitalant	n/a	held	-	-	Nov 30, 2024
Dynegy Pension Plan	n/a	held	-	-	Dec 31, 2024
Ledvance LLC Pension Plan	n/a	held	-	-	Dec 31, 2024
Masterbrand, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Pension Plan for Classified Employees of Gasco, Inc.	n/a	held	-	-	Dec 31, 2024
Pension Plan for Employees of Givaudan	n/a	held	-	-	Dec 31, 2024
Pension Plan of Wisconsin Farm Bureau Federation & Affiliates	n/a	held	-	-	Dec 31, 2024
Ryerson Pension Plan	n/a	held	-	-	Dec 31, 2024
Schindler Elevator Corporation Retirement Plan	n/a	held	-	-	Dec 31, 2024
Sealed Air Corporation Combined Pension Plan	n/a	held	-	-	Dec 31, 2024
Seneca Foods Corporation Employees' Pension Benefit Plan	n/a	held	-	-	Mar 31, 2024
The Rite Aid Pension Plan	n/a	held	-	-	Feb 28, 2025
The Terumo Retirement Plan	n/a	held	-	-	Dec 31, 2024
Vistra Retirement Plan	n/a	held	-	-	Dec 31, 2024

Every row

29 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Feb 28, 2025	The Rite Aid Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Dynegy Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$11.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	A-E-F-C Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ledvance LLC Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$6.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Baptist Health Care, Inc. Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$4.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Vistra Retirement Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$12.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan of Wisconsin Farm Bureau Federation & Affiliates	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Terumo Retirement Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Schindler Elevator Corporation Retirement Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$14.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ryerson Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$16.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Masterbrand, Inc. Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$3.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Beam Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$6.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan for Classified Employees of Gasco, Inc.	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan for Employees of Givaudan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Sealed Air Corporation Combined Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2024	Consolidated Retirement Plan of Vitalant	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Seneca Foods Corporation Employees' Pension Benefit Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Feb 29, 2024	The Rite Aid Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Terumo Retirement Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$4.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Baptist Health Care, Inc. Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$6.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ryerson Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$8.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for Classified Employees of Gasco, Inc.	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Masterbrand, Inc. Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Schindler Elevator Corporation Retirement Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$15.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ledvance LLC Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$8.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Beam Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$11.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Sealed Air Corporation Combined Pension Plan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for Employees of Givaudan	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$8.7M held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2023	Consolidated Retirement Plan of Vitalant	Nisa Ultra Mid Treasury Cifcollective trust	Fixed income	$3.6M held	Disclosed holding	askebsa.dol.gov

What changed

Mar 31, 2025Holding endedinferenceSeneca Foods Corporation Employees' Pension Benefit Plan
Seneca Foods Corporation Employees' Pension Benefit Plan no longer reports Nisa Ultra Mid Treasury Cif (last held $1M at 2024-03-31; absent from the 2025-03-31 filing)
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2024Holding startedPension Plan of Wisconsin Farm Bureau Federation & Affiliates
Pension Plan of Wisconsin Farm Bureau Federation & Affiliates first reports an interest in Nisa Ultra Mid Treasury Cif: $2M at 2024-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2024Holding startedVistra Retirement Plan
Vistra Retirement Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $12M at 2024-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2024Holding startedDynegy Pension Plan
Dynegy Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $11M at 2024-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2024Holding startedA-E-F-C Pension Plan
A-E-F-C Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $4M at 2024-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Mar 31, 2024Holding startedSeneca Foods Corporation Employees' Pension Benefit Plan
Seneca Foods Corporation Employees' Pension Benefit Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $1M at 2024-03-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Feb 29, 2024Holding startedThe Rite Aid Pension Plan
The Rite Aid Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $1M at 2024-02-29
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2023Holding startedSealed Air Corporation Combined Pension Plan
Sealed Air Corporation Combined Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $3M at 2023-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2023Holding startedMasterbrand, Inc. Pension Plan
Masterbrand, Inc. Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $3M at 2023-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2023Holding startedThe Terumo Retirement Plan
The Terumo Retirement Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $4M at 2023-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2023Holding startedSchindler Elevator Corporation Retirement Plan
Schindler Elevator Corporation Retirement Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $15M at 2023-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2023Holding startedBeam Pension Plan
Beam Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $11M at 2023-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2023Holding startedPension Plan for Employees of Givaudan
Pension Plan for Employees of Givaudan first reports an interest in Nisa Ultra Mid Treasury Cif: $9M at 2023-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2023Holding startedBaptist Health Care, Inc. Pension Plan
Baptist Health Care, Inc. Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $7M at 2023-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2023Holding startedPension Plan for Classified Employees of Gasco, Inc.
Pension Plan for Classified Employees of Gasco, Inc. first reports an interest in Nisa Ultra Mid Treasury Cif: $1M at 2023-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2023Holding startedLedvance LLC Pension Plan
Ledvance LLC Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $8M at 2023-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
Dec 31, 2023Holding startedRyerson Pension Plan
Ryerson Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $8M at 2023-12-31
with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov