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

Small Cap Growth/timessquare

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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$50.3M

one row per plan

Latest

Dec 31, 2024

effective date

Plans holding an interest

21 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 21), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
AIR Transport Association of America Retirement Income Plan	n/a	held	-	-	Dec 31, 2022
Anywhere Real Estate Group LLC Pension Plan	n/a	held	-	-	Dec 31, 2022
Axia Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2024
Bekaert Corporation Retirement Income Plan	n/a	held	-	-	Dec 31, 2022
Bracco Retirement Income Plan	n/a	held	-	-	Dec 31, 2022
Cb&i Pension Plan for Clive Shop Employees	n/a	held	-	-	Dec 31, 2024
Legrand North America Retirement Plan	n/a	held	-	-	Dec 31, 2024
National Australia Bank Limited Pension Plan	n/a	held	-	-	Dec 31, 2024
NTN Employees Pension Plan	n/a	held	-	-	Dec 31, 2024
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.	n/a	held	-	-	Jun 30, 2024
Pilgrim's Pride Retirement Plan for Union	n/a	held	-	-	Dec 31, 2023
Pilgrims Pride Pension Plan for Legacy Gold Kist Employees	n/a	held	-	-	Dec 31, 2023
Plumbers and Pipefitters Local No. 104 Pension Plan	n/a	held	-	-	Dec 31, 2024
QBE Pension Equity Plan	n/a	held	-	-	Dec 31, 2024
Retirement Plan for Employees of Intermountain Power Service Corporation	n/a	held	-	-	Dec 31, 2024
Rubicon LLC Retirement Plan	n/a	held	-	-	Dec 31, 2024
Sheet Metal Workers Local 194 Industrial Pension Fund	n/a	held	-	-	Dec 31, 2024
Stahl (USA), Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
The Frozen Defined Benefit Plan	n/a	held	-	-	Dec 31, 2023
The Newhall Land and Farming Co Retirement Plan	n/a	held	-	-	Dec 31, 2024
Titan America LLC Pension Plan	n/a	held	-	-	Dec 31, 2022

Every row

44 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	The Newhall Land and Farming Co Retirement Plan	Small Cap Growth/timessquareseparate account	Public equity	$215,450 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Legrand North America Retirement Plan	Small Cap Growth/timessquareseparate account	Public equity	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	QBE Pension Equity Plan	Small Cap Growth/timessquareseparate account	Public equity	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Plumbers and Pipefitters Local No. 104 Pension Plan	Small Cap Growth/timessquareseparate account	Public equity	$6.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Axia Inc. Retirement Plan	Small Cap Growth/timessquareseparate account	Public equity	$954,682 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Rubicon LLC Retirement Plan	Small Cap Growth/timessquareseparate account	Public equity	$12.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Sheet Metal Workers Local 194 Industrial Pension Fund	Small Cap Growth/timessquareseparate account	Public equity	$179,775 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Employees of Intermountain Power Service Corporation	Small Cap Growth/timessquareseparate account	Public equity	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Cb&i Pension Plan for Clive Shop Employees	Small Cap Growth/timessquareseparate account	Public equity	$355,564 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	National Australia Bank Limited Pension Plan	Small Cap Growth/timessquareseparate account	Public equity	$349,789 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Stahl (USA), Inc. Pension Plan	Small Cap Growth/timessquareseparate account	Public equity	$196,737 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NTN Employees Pension Plan	Small Cap Growth/timessquareseparate account	Public equity	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.	Small Cap Growth/timessquareseparate account	Public equity	$353,973 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Stahl (USA), Inc. Pension Plan	Small Cap Growth/timessquareseparate account	Public equity	$194,577 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	QBE Pension Equity Plan	Small Cap Growth/timessquareseparate account	Public equity	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pilgrim's Pride Retirement Plan for Union	Small Cap Growth/timessquareseparate account	Public equity	$328,582 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pilgrims Pride Pension Plan for Legacy Gold Kist Employees	Small Cap Growth/timessquareseparate account	Public equity	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Sheet Metal Workers Local 194 Industrial Pension Fund	Small Cap Growth/timessquareseparate account	Public equity	$156,166 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Rubicon LLC Retirement Plan	Small Cap Growth/timessquareseparate account	Public equity	$10.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Frozen Defined Benefit Plan	Small Cap Growth/timessquareseparate account	Public equity	$511,258 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Employees of Intermountain Power Service Corporation	Small Cap Growth/timessquareseparate account	Public equity	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Cb&i Pension Plan for Clive Shop Employees	Small Cap Growth/timessquareseparate account	Public equity	$332,052 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Axia Inc. Retirement Plan	Small Cap Growth/timessquareseparate account	Public equity	$865,932 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	National Australia Bank Limited Pension Plan	Small Cap Growth/timessquareseparate account	Public equity	$336,301 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Legrand North America Retirement Plan	Small Cap Growth/timessquareseparate account	Public equity	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.	Small Cap Growth/timessquareseparate account	Public equity	$738,880 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	QBE Pension Equity Plan	Small Cap Growth/timessquareseparate account	Public equity	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	National Australia Bank Limited Pension Plan	Small Cap Growth/timessquareseparate account	Public equity	$324,608 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Plumbers and Pipefitters Local No. 104 Pension Plan	Small Cap Growth/timessquareseparate account	Public equity	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Bekaert Corporation Retirement Income Plan	Small Cap Growth/timessquareseparate account	Public equity	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Stahl (USA), Inc. Pension Plan	Small Cap Growth/timessquareseparate account	Public equity	$191,691 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Frozen Defined Benefit Plan	Small Cap Growth/timessquareseparate account	Public equity	$373,581 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pilgrims Pride Pension Plan for Legacy Gold Kist Employees	Small Cap Growth/timessquareseparate account	Public equity	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Titan America LLC Pension Plan	Small Cap Growth/timessquareseparate account	Public equity	$257,715 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pilgrim's Pride Retirement Plan for Union	Small Cap Growth/timessquareseparate account	Public equity	$297,160 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for Employees of Intermountain Power Service Corporation	Small Cap Growth/timessquareseparate account	Public equity	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Bracco Retirement Income Plan	Small Cap Growth/timessquareseparate account	Public equity	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Rubicon LLC Retirement Plan	Small Cap Growth/timessquareseparate account	Public equity	$10.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Anywhere Real Estate Group LLC Pension Plan	Small Cap Growth/timessquareseparate account	Public equity	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Cb&i Pension Plan for Clive Shop Employees	Small Cap Growth/timessquareseparate account	Public equity	$277,278 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Legrand North America Retirement Plan	Small Cap Growth/timessquareseparate account	Public equity	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	AIR Transport Association of America Retirement Income Plan	Small Cap Growth/timessquareseparate account	Public equity	$855,724 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Sheet Metal Workers Local 194 Industrial Pension Fund	Small Cap Growth/timessquareseparate account	Public equity	$134,341 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Axia Inc. Retirement Plan	Small Cap Growth/timessquareseparate account	Public equity	$803,277 held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.