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

Global Equity Fund

collective trust (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
4
distinct allocators on the tape
Rows
9
across successive reports
Held, latest filings
$214M
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
4 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 4), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Alex Lee, Inc. and Affiliates Pension Plann/aheld--Sep 30, 2025
AS America Brands, Inc. Pension Plann/aheld--Dec 31, 2024
Oneok, Inc. Retirement Plann/aheld--Dec 31, 2022
Sealed Air Corporation Combined Pension Plann/aheld--Dec 31, 2024
Every row
9 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Alex Lee, Inc. and Affiliates Pension PlanGlobal Equity Fundcollective trustPublic equity$152M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sealed Air Corporation Combined Pension PlanGlobal Equity Fundcollective trustPublic equity$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AS America Brands, Inc. Pension PlanGlobal Equity Fundcollective trustPublic equity$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Alex Lee, Inc. and Affiliates Pension PlanGlobal Equity Fundcollective trustPublic equity$173M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sealed Air Corporation Combined Pension PlanGlobal Equity Fundcollective trustPublic equity$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AS America Brands, Inc. Pension PlanGlobal Equity Fundcollective trustPublic equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Alex Lee, Inc. and Affiliates Pension PlanGlobal Equity Fundcollective trustPublic equity$124M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sealed Air Corporation Combined Pension PlanGlobal Equity Fundcollective trustPublic equity$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Oneok, Inc. Retirement PlanGlobal Equity Fundcollective trustPublic equity$51.3M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.