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

Separate Account a

separate account (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

$803M

one row per plan

Latest

Dec 31, 2025

effective date

Plans holding an interest

22 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 22), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Amplify Credit Union	n/a	held	-	-	Dec 31, 2023
Associates in Dermatology PLLC Cash Balance Plan	n/a	held	-	-	Dec 31, 2024
Austin Telco Fcu Retirement Plan	n/a	held	-	-	Dec 31, 2024
Community Resource Credit Union Pension Plan	n/a	held	-	-	Dec 31, 2024
E. R. Wagner Pension Plan for Hourly Employees	n/a	held	-	-	Dec 31, 2022
Eecu Employees Pension Plan	n/a	held	-	-	Dec 31, 2024
First Technology Credit Union Employees' Pension Plan	n/a	held	-	-	Dec 31, 2024
Goraleigh Pension Plan	n/a	held	-	-	Dec 31, 2024
Gulf Coast Educators Fcu Employees' Pension Plan	n/a	held	-	-	Dec 31, 2024
Heritage Family Federal Credit Union Defined Benefit Plan and Trust	n/a	held	-	-	Dec 31, 2025
Journal Publishing Co. Salaried Employees' Pension Plan	n/a	held	-	-	Dec 31, 2022
Portland Hospital Service Corporation Employees' Retirement Plan	n/a	held	-	-	Jun 30, 2025
Primeway Federal Credit Union Employees' Defined Benefit Plan	n/a	held	-	-	Dec 31, 2024
Rally Credit Union Defined Benefit Plan	n/a	held	-	-	Jul 31, 2025
Smart Financial Credit Union Employees Pension Plan	n/a	held	-	-	Dec 31, 2024
Southwest Airlines Federal Credit Union Pension Plan	n/a	held	-	-	Dec 31, 2024
Standard Retirement Plan - Home Office Personnel	n/a	held	-	-	Dec 31, 2023
Texas Trust Credit Union Retirement Income Plan	n/a	held	-	-	Dec 31, 2024
Thompson Pipe & Steel Company Pension Plan	n/a	held	-	-	Dec 31, 2023
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan	n/a	held	-	-	Dec 31, 2024
Velocity Credit Union Pension Plan	n/a	held	-	-	Dec 31, 2024
Wood-River Industries Company Hourly Employees' Pension Plan	n/a	held	-	-	Oct 31, 2023

Every row

55 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2025	Heritage Family Federal Credit Union Defined Benefit Plan and Trust	Separate Account aseparate account	Pooled vehicles	$18.7M held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2025	Rally Credit Union Defined Benefit Plan	Separate Account aseparate account	Pooled vehicles	$56.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Portland Hospital Service Corporation Employees' Retirement Plan	Separate Account aseparate account	Pooled vehicles	$3.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Utah Valley Pediatrics, PLLC Cash Balance Pension Plan	Separate Account aseparate account	Pooled vehicles	$7.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Austin Telco Fcu Retirement Plan	Separate Account aseparate account	Pooled vehicles	$23.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Goraleigh Pension Plan	Separate Account aseparate account	Pooled vehicles	$13.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Velocity Credit Union Pension Plan	Separate Account aseparate account	Pooled vehicles	$36.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Primeway Federal Credit Union Employees' Defined Benefit Plan	Separate Account aseparate account	Pooled vehicles	$26.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Community Resource Credit Union Pension Plan	Separate Account aseparate account	Pooled vehicles	$24.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Eecu Employees Pension Plan	Separate Account aseparate account	Pooled vehicles	$47.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Gulf Coast Educators Fcu Employees' Pension Plan	Separate Account aseparate account	Pooled vehicles	$11.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	First Technology Credit Union Employees' Pension Plan	Separate Account aseparate account	Pooled vehicles	$49.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Southwest Airlines Federal Credit Union Pension Plan	Separate Account aseparate account	Pooled vehicles	$26.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Smart Financial Credit Union Employees Pension Plan	Separate Account aseparate account	Pooled vehicles	$41.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Texas Trust Credit Union Retirement Income Plan	Separate Account aseparate account	Pooled vehicles	$66.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Heritage Family Federal Credit Union Defined Benefit Plan and Trust	Separate Account aseparate account	Pooled vehicles	$17.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Associates in Dermatology PLLC Cash Balance Plan	Separate Account aseparate account	Pooled vehicles	$937,749 held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2024	Rally Credit Union Defined Benefit Plan	Separate Account aseparate account	Pooled vehicles	$52.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Portland Hospital Service Corporation Employees' Retirement Plan	Separate Account aseparate account	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Goraleigh Pension Plan	Separate Account aseparate account	Pooled vehicles	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Southwest Airlines Federal Credit Union Pension Plan	Separate Account aseparate account	Pooled vehicles	$24.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	First Technology Credit Union Employees' Pension Plan	Separate Account aseparate account	Pooled vehicles	$32.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Smart Financial Credit Union Employees Pension Plan	Separate Account aseparate account	Pooled vehicles	$37.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Gulf Coast Educators Fcu Employees' Pension Plan	Separate Account aseparate account	Pooled vehicles	$11.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Eecu Employees Pension Plan	Separate Account aseparate account	Pooled vehicles	$43.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Thompson Pipe & Steel Company Pension Plan	Separate Account aseparate account	Pooled vehicles	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Texas Trust Credit Union Retirement Income Plan	Separate Account aseparate account	Pooled vehicles	$56.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Austin Telco Fcu Retirement Plan	Separate Account aseparate account	Pooled vehicles	$19.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Amplify Credit Union	Separate Account aseparate account	Pooled vehicles	$23.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Heritage Family Federal Credit Union Defined Benefit Plan and Trust	Separate Account aseparate account	Pooled vehicles	$18.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Velocity Credit Union Pension Plan	Separate Account aseparate account	Pooled vehicles	$33.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Community Resource Credit Union Pension Plan	Separate Account aseparate account	Pooled vehicles	$23.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Primeway Federal Credit Union Employees' Defined Benefit Plan	Separate Account aseparate account	Pooled vehicles	$22.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Standard Retirement Plan - Home Office Personnel	Separate Account aseparate account	Pooled vehicles	$305M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Associates in Dermatology PLLC Cash Balance Plan	Separate Account aseparate account	Pooled vehicles	$446,455 held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Wood-River Industries Company Hourly Employees' Pension Plan	Separate Account aseparate account	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2023	Rally Credit Union Defined Benefit Plan	Separate Account aseparate account	Pooled vehicles	$50.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Portland Hospital Service Corporation Employees' Retirement Plan	Separate Account aseparate account	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Standard Retirement Plan - Home Office Personnel	Separate Account aseparate account	Pooled vehicles	$250M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Amplify Credit Union	Separate Account aseparate account	Pooled vehicles	$20.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	E. R. Wagner Pension Plan for Hourly Employees	Separate Account aseparate account	Pooled vehicles	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	First Technology Credit Union Employees' Pension Plan	Separate Account aseparate account	Pooled vehicles	$27.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Journal Publishing Co. Salaried Employees' Pension Plan	Separate Account aseparate account	Pooled vehicles	$9.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Gulf Coast Educators Fcu Employees' Pension Plan	Separate Account aseparate account	Pooled vehicles	$9.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Community Resource Credit Union Pension Plan	Separate Account aseparate account	Pooled vehicles	$20.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Austin Telco Fcu Retirement Plan	Separate Account aseparate account	Pooled vehicles	$13.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Southwest Airlines Federal Credit Union Pension Plan	Separate Account aseparate account	Pooled vehicles	$21.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Velocity Credit Union Pension Plan	Separate Account aseparate account	Pooled vehicles	$27.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Eecu Employees Pension Plan	Separate Account aseparate account	Pooled vehicles	$36.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Primeway Federal Credit Union Employees' Defined Benefit Plan	Separate Account aseparate account	Pooled vehicles	$18.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Thompson Pipe & Steel Company Pension Plan	Separate Account aseparate account	Pooled vehicles	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Heritage Family Federal Credit Union Defined Benefit Plan and Trust	Separate Account aseparate account	Pooled vehicles	$16.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Goraleigh Pension Plan	Separate Account aseparate account	Pooled vehicles	$10.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Smart Financial Credit Union Employees Pension Plan	Separate Account aseparate account	Pooled vehicles	$34.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Texas Trust Credit Union Retirement Income Plan	Separate Account aseparate account	Pooled vehicles	$47.7M held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.