Allocator Intelligence
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S•• V•••• C••••••••• I•• T••••
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 1), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| F•• V••••• a•• V••••••• L••••••• P•••••• F••• | n/a | held | - | - | May 31, 2025 |
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | F•• V••••• a•• V••••••• L••••••• P•••••• F••• | S•• V•••• C••••••••• I•• T••••collective trust | Pooled vehicles | $11.2M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | F•• V••••• a•• V••••••• L••••••• P•••••• F••• | S•• V•••• C••••••••• I•• T••••collective trust | Pooled vehicles | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | F•• V••••• a•• V••••••• L••••••• P•••••• F••• | S•• V•••• C••••••••• I•• T••••collective trust | Pooled vehicles | $10.2M held | Disclosed holding | askebsa.dol.gov |