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

Bridgewater Pure Alpha Major Market

103 12 ie (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
6
distinct allocators on the tape
Rows
17
across successive reports
Held, latest filings
$411M
one row per plan
Latest
Apr 30, 2025
effective date
Plans holding an interest
6 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 6), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Directors Guild of America-Producer Pension Plan Basic Benefit Plann/aheld--Dec 31, 2024
Ernst & Young Defined Benefit Retirement Plann/aheld--Dec 31, 2024
Ernst & Young Partnership Defined Benefit Retirement Plann/aheld--Dec 31, 2024
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plann/aheld--Dec 31, 2024
Screen Actors Guild - Producers Pension Plann/aheld--Dec 31, 2023
Ufcw Intl Union Pension Plan for Employeesn/aheld--Apr 30, 2025
Every row
17 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Apr 30, 2025Ufcw Intl Union Pension Plan for EmployeesBridgewater Pure Alpha Major Market103 12 iePooled vehicles$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ernst & Young Defined Benefit Retirement PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$94.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$68.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Directors Guild of America-Producer Pension Plan Basic Benefit PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$58.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ernst & Young Partnership Defined Benefit Retirement PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$110M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Ufcw Intl Union Pension Plan for EmployeesBridgewater Pure Alpha Major Market103 12 iePooled vehicles$20.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ernst & Young Defined Benefit Retirement PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$89.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Directors Guild of America-Producer Pension Plan Basic Benefit PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$55.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$65.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Screen Actors Guild - Producers Pension PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$57.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ernst & Young Partnership Defined Benefit Retirement PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$105M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Ufcw Intl Union Pension Plan for EmployeesBridgewater Pure Alpha Major Market103 12 iePooled vehicles$18.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$67.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Directors Guild of America-Producer Pension Plan Basic Benefit PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$56.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Screen Actors Guild - Producers Pension PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$58.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ernst & Young Partnership Defined Benefit Retirement PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$107M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ernst & Young Defined Benefit Retirement PlanBridgewater Pure Alpha Major Market103 12 iePooled vehicles$92.0M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Dec 31, 2024Holding endedinferenceScreen Actors Guild - Producers Pension Plan
    Screen Actors Guild - Producers Pension Plan no longer reports Bridgewater Pure Alpha Major Market (last held $57M at 2023-12-31; absent from the 2024-12-31 filing)
    with Bridgewater Pure Alpha Major Marketaskebsa.dol.gov