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

Jennison Global Opportunity 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
7
distinct allocators on the tape
Rows
16
across successive reports
Held, latest filings
$486M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
7 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 7), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Ameren Retirement Plann/aheld--Dec 31, 2024
Cottage Health Pension Plann/aheld--Dec 31, 2022
Everest Reinsurance Retirement Plann/aheld--Dec 31, 2023
Rochester General Health System Employee Retirement Plann/aheld--Dec 31, 2024
The Auto Club Group Cash Value Plan Pension Plann/aheld--Dec 31, 2022
The Prudential Merged Retirement Plann/aheld--Dec 31, 2024
Unity Health System Retirement Plann/aheld--Dec 31, 2024
Every row
16 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Unity Health System Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Rochester General Health System Employee Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$20.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Prudential Merged Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$141M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ameren Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$187M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Rochester General Health System Employee Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$16.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Prudential Merged Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$169M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Everest Reinsurance Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$90.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Unity Health System Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ameren Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$242M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Everest Reinsurance Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$63.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Prudential Merged Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$188M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Auto Club Group Cash Value Plan Pension PlanJennison Global Opportunity Fundcollective trustPooled vehicles$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ameren Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$170M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Rochester General Health System Employee Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$21.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Unity Health System Retirement PlanJennison Global Opportunity Fundcollective trustPooled vehicles$14.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Cottage Health Pension PlanJennison Global Opportunity Fundcollective trustPooled vehicles$22.7M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.