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.
Fiam Small/mid Cap Opportunities Co
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 8), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Aera Energy Services Company Cash Balance Plan | n/a | held | - | - | Dec 31, 2024 |
| Earle M. Jorgensen Hourly Employees Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Pension Plan for Salaried Employees of Alcon | n/a | held | - | - | Dec 31, 2024 |
| Retirement Plan for Pilots of Piedmont Airlines, Inc. | n/a | held | - | - | Dec 31, 2024 |
| Texas United Corporation Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| The Oilgear Company Retirement Plan | n/a | held | - | - | Dec 31, 2024 |
| The Oregon Tool Retirement Plan | n/a | held | - | - | Dec 31, 2024 |
| Unify Financial Credit Union Pension Plan | n/a | held | - | - | Dec 31, 2024 |