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

Harding Loevner Emerging Markets Fd

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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$247M

one row per plan

Latest

Oct 31, 2024

effective date

Plans holding an interest

5 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 5), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC.	n/a	held	-	-	Dec 31, 2022
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund	n/a	held	-	-	Oct 31, 2024
Moody's Corporation Retirement Account	n/a	held	-	-	Dec 31, 2023
Ntess Retirement Income Plan	n/a	held	-	-	Dec 31, 2023
The Canada Life Assurance Company United States Consolidated Pension Plan	n/a	held	-	-	Dec 31, 2022

Every row

7 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Oct 31, 2024	Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund	Harding Loevner Emerging Markets Fdcollective trust	Public equity	$15.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ntess Retirement Income Plan	Harding Loevner Emerging Markets Fdcollective trust	Public equity	$203M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Moody's Corporation Retirement Account	Harding Loevner Emerging Markets Fdcollective trust	Public equity	$20.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Ntess Retirement Income Plan	Harding Loevner Emerging Markets Fdcollective trust	Public equity	$191M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Moody's Corporation Retirement Account	Harding Loevner Emerging Markets Fdcollective trust	Public equity	$19.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC.	Harding Loevner Emerging Markets Fdcollective trust	Public equity	$8.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Canada Life Assurance Company United States Consolidated Pension Plan	Harding Loevner Emerging Markets Fdcollective trust	Public equity	$286,990 held	Disclosed holding	askebsa.dol.gov

What changed

Oct 31, 2025Holding endedinferenceLocal Union No. 9 I.B.E.W. and Outside Contractors Pension Fund
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund no longer reports Harding Loevner Emerging Markets Fd (last held $16M at 2024-10-31; absent from the 2025-10-31 filing)
with Harding Loevner Emerging Markets Fdaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceMoody's Corporation Retirement Account
Moody's Corporation Retirement Account no longer reports Harding Loevner Emerging Markets Fd (last held $20M at 2023-12-31; absent from the 2024-12-31 filing)
with Harding Loevner Emerging Markets Fdaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceNtess Retirement Income Plan
Ntess Retirement Income Plan no longer reports Harding Loevner Emerging Markets Fd (last held $203M at 2023-12-31; absent from the 2024-12-31 filing)
with Harding Loevner Emerging Markets Fdaskebsa.dol.gov
Oct 31, 2024Holding startedLocal Union No. 9 I.B.E.W. and Outside Contractors Pension Fund
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund first reports an interest in Harding Loevner Emerging Markets Fd: $16M at 2024-10-31
with Harding Loevner Emerging Markets Fdaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceThe Canada Life Assurance Company United States Consolidated Pension Plan
The Canada Life Assurance Company United States Consolidated Pension Plan no longer reports Harding Loevner Emerging Markets Fd (last held $286,990 at 2022-12-31; absent from the 2023-12-31 filing)
with Harding Loevner Emerging Markets Fdaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceEmployees' and Agents' Pension Benefits Plan Empower Holdings, LLC.
Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC. no longer reports Harding Loevner Emerging Markets Fd (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)
with Harding Loevner Emerging Markets Fdaskebsa.dol.gov