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 US Credit Indx Nl Fund

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
19
distinct allocators on the tape
Rows
45
across successive reports
Held, latest filings
$735M
one row per plan
Latest
Aug 31, 2025
effective date
Plans holding an interest
19 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 19), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Columbia University Retirement Plan - Local 241, Transport Workers Union of American/aheld--Jun 30, 2025
Croda Inc. Retirement Plann/aheld--Nov 30, 2024
Flowserve Corporation Pension Plann/aheld--Dec 31, 2024
Frozen Pension Plan for Employees of American Property Casualty Insurance Associationn/aheld--Dec 31, 2024
Geisinger Consolidated Pension Plann/aheld--Jun 30, 2023
Jersey Shore Hospital Retirement Income Plann/aheld--Dec 31, 2022
Pentegra Defined Benefit Plan for Financial Instn/aheld--Jun 30, 2025
Post Holdings, Inc. Retirement Plann/aheld--Sep 30, 2024
Retirement Plan for Building and Maintenance Employees of Columbia University Propertiesn/aheld--Jun 30, 2025
Retirement Plan for Employees of Ocean Spray Cranberries, Inc.n/aheld--Aug 31, 2025
Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl.n/aheld--Jan 31, 2025
State Street Retirement Plann/aheld--Dec 31, 2024
Sunsweet Hourly Pension Plann/aheld--Dec 31, 2023
Tegna Retirement Plann/aheld--Dec 31, 2024
The Atlanticare Health System, Inc. Pension Plann/aheld--Dec 31, 2024
United Mine Workers of America 1974 Pension Trust Employees' Pension Plann/aheld--Dec 31, 2024
Upper Peninsula Power Company Retirement Plann/aheld--Dec 31, 2024
Waukesha Gas Engines Pension Plann/aheld--Dec 31, 2023
Wellesley Coll Pension Pln for Classified Ofc and Svc Eesn/aheld--Jun 30, 2025
Every row
45 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Aug 31, 2025Retirement Plan for Employees of Ocean Spray Cranberries, Inc.Long US Credit Indx Nl Fundcollective trustPrivate credit$74.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Retirement Plan for Building and Maintenance Employees of Columbia University PropertiesLong US Credit Indx Nl Fundcollective trustPrivate credit$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Wellesley Coll Pension Pln for Classified Ofc and Svc EesLong US Credit Indx Nl Fundcollective trustPrivate credit$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Pentegra Defined Benefit Plan for Financial InstLong US Credit Indx Nl Fundcollective trustPrivate credit$37.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Columbia University Retirement Plan - Local 241, Transport Workers Union of AmericaLong US Credit Indx Nl Fundcollective trustPrivate credit$31.7M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl.Long US Credit Indx Nl Fundcollective trustPrivate credit$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Upper Peninsula Power Company Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Flowserve Corporation Pension PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$13.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$308M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Atlanticare Health System, Inc. Pension PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$73.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Tegna Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$112M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Frozen Pension Plan for Employees of American Property Casualty Insurance AssociationLong US Credit Indx Nl Fundcollective trustPrivate credit$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024United Mine Workers of America 1974 Pension Trust Employees' Pension PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$14.1M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Croda Inc. Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Post Holdings, Inc. Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$65,391 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Retirement Plan for Employees of Ocean Spray Cranberries, Inc.Long US Credit Indx Nl Fundcollective trustPrivate credit$73.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Retirement Plan for Building and Maintenance Employees of Columbia University PropertiesLong US Credit Indx Nl Fundcollective trustPrivate credit$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Pentegra Defined Benefit Plan for Financial InstLong US Credit Indx Nl Fundcollective trustPrivate credit$36.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Columbia University Retirement Plan - Local 241, Transport Workers Union of AmericaLong US Credit Indx Nl Fundcollective trustPrivate credit$29.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Wellesley Coll Pension Pln for Classified Ofc and Svc EesLong US Credit Indx Nl Fundcollective trustPrivate credit$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sunsweet Hourly Pension PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$255,447 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Flowserve Corporation Pension PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023United Mine Workers of America 1974 Pension Trust Employees' Pension PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$14.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$352M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Tegna Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$133M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Upper Peninsula Power Company Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Frozen Pension Plan for Employees of American Property Casualty Insurance AssociationLong US Credit Indx Nl Fundcollective trustPrivate credit$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Waukesha Gas Engines Pension PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Atlanticare Health System, Inc. Pension PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$66.5M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Croda Inc. Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Post Holdings, Inc. Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$54,923 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Retirement Plan for Employees of Ocean Spray Cranberries, Inc.Long US Credit Indx Nl Fundcollective trustPrivate credit$79.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Columbia University Retirement Plan - Local 241, Transport Workers Union of AmericaLong US Credit Indx Nl Fundcollective trustPrivate credit$28.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Geisinger Consolidated Pension PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Wellesley Coll Pension Pln for Classified Ofc and Svc EesLong US Credit Indx Nl Fundcollective trustPrivate credit$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pentegra Defined Benefit Plan for Financial InstLong US Credit Indx Nl Fundcollective trustPrivate credit$35.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Retirement Plan for Building and Maintenance Employees of Columbia University PropertiesLong US Credit Indx Nl Fundcollective trustPrivate credit$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Tegna Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$132M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Atlanticare Health System, Inc. Pension PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$66.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sunsweet Hourly Pension PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$402,643 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jersey Shore Hospital Retirement Income PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$292M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Frozen Pension Plan for Employees of American Property Casualty Insurance AssociationLong US Credit Indx Nl Fundcollective trustPrivate credit$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Upper Peninsula Power Company Retirement PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022United Mine Workers of America 1974 Pension Trust Employees' Pension PlanLong US Credit Indx Nl Fundcollective trustPrivate credit$11.8M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.