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

Fiam Broad Market Duration Pool

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
11
distinct allocators on the tape
Rows
24
across successive reports
Held, latest filings
$498M
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
11 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 11), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Aera Energy Services Company Cash Balance Plann/aheld--Dec 31, 2024
Alyeska Pipeline Service Company Pension Plan for Operating Company Employeesn/aheld--Dec 31, 2024
Briggs & Stratton, LLC Cash Balance Retirement Plann/aheld--Jun 30, 2025
Capgemini Cash Balance Retirement Plann/aheld--Dec 31, 2024
Electrical Workers Local No. 292 Pension Plann/aheld--Apr 30, 2025
International Brotherhood of Teamsters Union Local 710 Pension Fundn/aheld--Dec 31, 2025
Local 463 Pension Fundn/aheld--Dec 31, 2024
NRA Employee Retirement Plann/aheld--Dec 31, 2024
Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fundn/aheld--Dec 31, 2023
Retirement Plan for Employees of Southern Statesn/aheld--Jun 30, 2025
Vantiva USA Inc. Pension Plan for Employeesn/aheld--Dec 31, 2022
Every row
24 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025International Brotherhood of Teamsters Union Local 710 Pension FundFiam Broad Market Duration Poolcollective trustPooled vehicles$275M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Briggs & Stratton, LLC Cash Balance Retirement PlanFiam Broad Market Duration Poolcollective trustPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Retirement Plan for Employees of Southern StatesFiam Broad Market Duration Poolcollective trustPooled vehicles$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Electrical Workers Local No. 292 Pension PlanFiam Broad Market Duration Poolcollective trustPooled vehicles$30.4M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025International Brotherhood of Teamsters Union Local 710 Pension FundFiam Broad Market Duration Poolcollective trustPooled vehicles$258M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alyeska Pipeline Service Company Pension Plan for Operating Company EmployeesFiam Broad Market Duration Poolcollective trustPooled vehicles$39.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Local 463 Pension FundFiam Broad Market Duration Poolcollective trustPooled vehicles$24.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Capgemini Cash Balance Retirement PlanFiam Broad Market Duration Poolcollective trustPooled vehicles$17.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NRA Employee Retirement PlanFiam Broad Market Duration Poolcollective trustPooled vehicles$657,555 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Aera Energy Services Company Cash Balance PlanFiam Broad Market Duration Poolcollective trustPooled vehicles$37.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Retirement Plan for Employees of Southern StatesFiam Broad Market Duration Poolcollective trustPooled vehicles$28.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Briggs & Stratton, LLC Cash Balance Retirement PlanFiam Broad Market Duration Poolcollective trustPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024International Brotherhood of Teamsters Union Local 710 Pension FundFiam Broad Market Duration Poolcollective trustPooled vehicles$213M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Capgemini Cash Balance Retirement PlanFiam Broad Market Duration Poolcollective trustPooled vehicles$17.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alyeska Pipeline Service Company Pension Plan for Operating Company EmployeesFiam Broad Market Duration Poolcollective trustPooled vehicles$38.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Local 463 Pension FundFiam Broad Market Duration Poolcollective trustPooled vehicles$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Philadelphia Marine Trade Association International Longshoremen's Accociation Pension FundFiam Broad Market Duration Poolcollective trustPooled vehicles$38.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Aera Energy Services Company Cash Balance PlanFiam Broad Market Duration Poolcollective trustPooled vehicles$49.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Capgemini Cash Balance Retirement PlanFiam Broad Market Duration Poolcollective trustPooled vehicles$17.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Vantiva USA Inc. Pension Plan for EmployeesFiam Broad Market Duration Poolcollective trustPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Philadelphia Marine Trade Association International Longshoremen's Accociation Pension FundFiam Broad Market Duration Poolcollective trustPooled vehicles$34.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Alyeska Pipeline Service Company Pension Plan for Operating Company EmployeesFiam Broad Market Duration Poolcollective trustPooled vehicles$57.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Local 463 Pension FundFiam Broad Market Duration Poolcollective trustPooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Aera Energy Services Company Cash Balance PlanFiam Broad Market Duration Poolcollective trustPooled vehicles$30.4M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.