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

Panagora Group Trust Risk Parity

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
21
distinct allocators on the tape
Rows
44
across successive reports
Held, latest filings
$1.1B
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
21 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 21), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Alaska Plumbing and Pipefitting Industry Pension Plann/aheld--Dec 31, 2024
Arizona Sheet Metal Pension Trust Fundn/aheld--Jun 30, 2023
Cmta-Gmpp & Allied Workers Local 164b Pension Trustn/aheld--Jun 30, 2023
Employer-Industrial Sheet Metal Workers Local 16 Pension Trustn/aheld--Dec 31, 2024
I.B.E.W. Pacific Coast Pension Fundn/aheld--Mar 31, 2025
Ibew 332 Pension Plan - Part an/aheld--Dec 31, 2023
Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plann/aheld--Dec 31, 2022
Inlandboatmen's Union of the Pacific National Pension Plann/aheld--Jun 30, 2025
International Brotherhood of Teamsters Retirement & Family Protectionn/aheld--Dec 31, 2022
Jack in the Box Inc. Retirement Plann/aheld--Dec 31, 2022
Nevada Resort Association Iatse Local 720 Retirement Plann/aheld--Dec 31, 2024
Northwest Ironworkers Retirement Plann/aheld--Jun 30, 2025
Office and Professional Employee Pension Trust Fundn/aheld--Oct 31, 2024
Oregon Retail Employees Pension Plann/aheld--Dec 31, 2024
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plann/aheld--Dec 31, 2023
Sound Retirement Trustn/aheld--Sep 30, 2025
Teamster Affiliates Pension Plann/aheld--Dec 31, 2022
U.A. Local No. 447 Pension Fundn/aheld--Jun 30, 2025
United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plann/aheld--Dec 31, 2022
Western Conference of Teamsters Pension Plann/aheld--Dec 31, 2022
Western Washington Laborers-Employers Pension Plann/aheld--Dec 31, 2024
Every row
44 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Sound Retirement TrustPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$89.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Inlandboatmen's Union of the Pacific National Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$35.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025U.A. Local No. 447 Pension FundPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Northwest Ironworkers Retirement PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$40.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025I.B.E.W. Pacific Coast Pension FundPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$46.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western Washington Laborers-Employers Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$48.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Oregon Retail Employees Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$78.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employer-Industrial Sheet Metal Workers Local 16 Pension TrustPanagora Group Trust Risk Paritycollective trustHedge / diversifiers$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alaska Plumbing and Pipefitting Industry Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$15.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nevada Resort Association Iatse Local 720 Retirement PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Office and Professional Employee Pension Trust FundPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Sound Retirement TrustPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$91.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024U.A. Local No. 447 Pension FundPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Inlandboatmen's Union of the Pacific National Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$32.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Northwest Ironworkers Retirement PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$37.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024I.B.E.W. Pacific Coast Pension FundPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$44.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$56.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western Washington Laborers-Employers Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$46.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nevada Resort Association Iatse Local 720 Retirement PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ibew 332 Pension Plan - Part aPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$61.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employer-Industrial Sheet Metal Workers Local 16 Pension TrustPanagora Group Trust Risk Paritycollective trustHedge / diversifiers$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Oregon Retail Employees Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$74.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alaska Plumbing and Pipefitting Industry Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Office and Professional Employee Pension Trust FundPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Sound Retirement TrustPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$97.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Inlandboatmen's Union of the Pacific National Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$25.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Northwest Ironworkers Retirement PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$35.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023U.A. Local No. 447 Pension FundPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Arizona Sheet Metal Pension Trust FundPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Cmta-Gmpp & Allied Workers Local 164b Pension TrustPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023I.B.E.W. Pacific Coast Pension FundPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$43.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ibew 332 Pension Plan - Part aPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$59.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Teamster Affiliates Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Brotherhood of Teamsters Retirement & Family ProtectionPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Oregon Retail Employees Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$70.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$53.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western Washington Laborers-Employers Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$44.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Alaska Plumbing and Pipefitting Industry Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jack in the Box Inc. Retirement PlanPanagora Group Trust Risk Paritycollective trustHedge / diversifiers$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$53.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western Conference of Teamsters Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$506M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employer-Industrial Sheet Metal Workers Local 16 Pension TrustPanagora Group Trust Risk Paritycollective trustHedge / diversifiers$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nevada Resort Association Iatse Local 720 Retirement PlanPanagora Group Trust Risk Parity103 12 ieHedge / diversifiers$12.4M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.