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.
Rhumbline Mid-Cap Index Fund Pooled
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.
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 8), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Afscme Employees Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| HNS Management Co Inc Retirement Plan-Salaried | n/a | held | - | - | Dec 31, 2024 |
| I.B.E.W. Local No. 728 Pension Fund | n/a | held | - | - | Dec 31, 2025 |
| Iron Workers Local #397 Pension Fund | n/a | held | - | - | Dec 31, 2024 |
| M.s.s.a.-I.l.a. Pension Plan | n/a | held | - | - | Sep 30, 2025 |
| NBA Pension Plan for Coaches, Assistant Coaches and Trainers | n/a | held | - | - | May 31, 2025 |
| Pension Plan for Employees of Hns Management Co Inc Represented by Atu | n/a | held | - | - | Dec 31, 2024 |
| United Asso Journeymen & Apprnc Pension Fund | n/a | held | - | - | Aug 31, 2025 |