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.
Mid Cap Growth I (ivy)
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 4), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Axia Inc. Retirement Plan | n/a | held | - | - | Dec 31, 2024 |
| EMC National Life Company Employees Cash Balance Plan | n/a | held | - | - | Dec 31, 2024 |
| Employers Mutual Casualty Company Retirement Plan | n/a | held | - | - | Dec 31, 2024 |
| Plumbers and Pipefitters Local No. 104 Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Axia Inc. Retirement Plan | Mid Cap Growth I (ivy)separate account | Pooled vehicles | $642,125 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Plumbers and Pipefitters Local No. 104 Pension Plan | Mid Cap Growth I (ivy)separate account | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Employers Mutual Casualty Company Retirement Plan | Mid Cap Growth I (ivy)separate account | Pooled vehicles | $11.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EMC National Life Company Employees Cash Balance Plan | Mid Cap Growth I (ivy)separate account | Pooled vehicles | $405,147 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EMC National Life Company Employees Cash Balance Plan | Mid Cap Growth I (ivy)separate account | Pooled vehicles | $395,913 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Axia Inc. Retirement Plan | Mid Cap Growth I (ivy)separate account | Pooled vehicles | $640,014 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Employers Mutual Casualty Company Retirement Plan | Mid Cap Growth I (ivy)separate account | Pooled vehicles | $11.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Employers Mutual Casualty Company Retirement Plan | Mid Cap Growth I (ivy)separate account | Pooled vehicles | $9.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EMC National Life Company Employees Cash Balance Plan | Mid Cap Growth I (ivy)separate account | Pooled vehicles | $376,131 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Plumbers and Pipefitters Local No. 104 Pension Plan | Mid Cap Growth I (ivy)separate account | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Axia Inc. Retirement Plan | Mid Cap Growth I (ivy)separate account | Pooled vehicles | $588,527 held | Disclosed holding | askebsa.dol.gov |