DFX Intelligence
Polen Focus Gr Coll Inv Trust
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, never a commitment amount.
- Public LPs
- 3
3 more commitment rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Public LPs
3
distinct allocators on the tape
Rows
3
across successive reports
Held, latest filings
$76.4M
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
How limited partners are countedOne 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 3), never a fund size.3 allocators
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Modern Woodmen of America Employees' Retirement Plan | Not disclosed | held | - | - | Dec 31, 2022 |
| Umass Memorial Health Care Pension Plan | Not disclosed | held | - | - | Sep 30, 2025 |
| Upstate New York Bakery Drivers and Industry Pension Fund | Not disclosed | held | - | - | Jun 30, 2024 |
Every row
6 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Umass Memorial Health Care Pension Plan | Polen Focus Gr Coll Inv Trustcollective trust | Pooled vehicles | $33.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Umass Memorial Health Care Pension Plan | Polen Focus Gr Coll Inv Trustcollective trust | Pooled vehicles | $31.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Upstate New York Bakery Drivers and Industry Pension Fund | Polen Focus Gr Coll Inv Trustcollective trust | Pooled vehicles | $8.9M held | Disclosed holding | askebsa.dol.gov |
+3 more commitment rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Upstate New York Bakery Drivers and Industry Pension Fund no longer reports Polen Focus Gr Coll Inv Trust (last held $9M at 2024-06-30; absent from the 2025-06-30 filing)with Polen Focus Gr Coll Inv Trustaskebsa.dol.gov
- Modern Woodmen of America Employees' Retirement Plan no longer reports Polen Focus Gr Coll Inv Trust (last held $34M at 2022-12-31; absent from the 2023-12-31 filing)with Polen Focus Gr Coll Inv Trustaskebsa.dol.gov