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

SEI Special Situations Collective

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
18
distinct allocators on the tape
Rows
49
across successive reports
Held, latest filings
$384M
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
18 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 18), never a fund size.

Every row
49 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Evergy, Inc. Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$61.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Evergy, Inc. Joint Trusteed Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Intelsat Staff Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$16.1M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025NEW Jersey Education Association Employees' Retirement and Trust FundSEI Special Situations Collectivecollective trustPrivate credit$42.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Industry and Local 338 Pension FundSEI Special Situations Collectivecollective trustPrivate credit$4.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Ibew Local No. 246 Pension PlanSEI Special Situations Collectivecollective trustPrivate credit$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Upstate New York Engineers Pension FundSEI Special Situations Collectivecollective trustPrivate credit$21.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Penske Cash Balance Benefit PlanSEI Special Situations Collectivecollective trustPrivate credit$21.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Cape Regional Health System, Inc. Pension PlanSEI Special Situations Collectivecollective trustPrivate credit$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Insulators Local No. 53 PensionSEI Special Situations Collectivecollective trustPrivate credit$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024First Financial Bancorp Employees' Pension Plan and TrustSEI Special Situations Collectivecollective trustPrivate credit$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ufcw Local 1500 Pension PlanSEI Special Situations Collectivecollective trustPrivate credit$63.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Minnesota Cement Masons Pension FundSEI Special Situations Collectivecollective trustPrivate credit$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan of Sasol (USA) CoporationSEI Special Situations Collectivecollective trustPrivate credit$24.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Stagehands Local Two Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alabama Farmers Federation and Affiliated Companies Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$24.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Evergy, Inc. Joint Trusteed Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Intelsat Staff Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Evergy, Inc. Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$54.1M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024NEW Jersey Education Association Employees' Retirement and Trust FundSEI Special Situations Collectivecollective trustPrivate credit$35.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Industry and Local 338 Pension FundSEI Special Situations Collectivecollective trustPrivate credit$4.4M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Ibew Local No. 246 Pension PlanSEI Special Situations Collectivecollective trustPrivate credit$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Upstate New York Engineers Pension FundSEI Special Situations Collectivecollective trustPrivate credit$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023First Financial Bancorp Employees' Pension Plan and TrustSEI Special Situations Collectivecollective trustPrivate credit$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Minnesota Cement Masons Pension FundSEI Special Situations Collectivecollective trustPrivate credit$15.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Baptist Health System Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$34.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Stagehands Local Two Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ufcw Local 1500 Pension PlanSEI Special Situations Collectivecollective trustPrivate credit$53.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Momentive Performance Materials Inc. Pension PlanSEI Special Situations Collectivecollective trustPrivate credit$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan of Sasol (USA) CoporationSEI Special Situations Collectivecollective trustPrivate credit$20.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Insulators Local No. 53 PensionSEI Special Situations Collectivecollective trustPrivate credit$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alabama Farmers Federation and Affiliated Companies Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$20.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Penske Cash Balance Benefit PlanSEI Special Situations Collectivecollective trustPrivate credit$17.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Evergy, Inc. Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$46.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Evergy, Inc. Joint Trusteed Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$16.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Intelsat Staff Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$12.7M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023NEW Jersey Education Association Employees' Retirement and Trust FundSEI Special Situations Collectivecollective trustPrivate credit$31.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Industry and Local 338 Pension FundSEI Special Situations Collectivecollective trustPrivate credit$3.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Ibew Local No. 246 Pension PlanSEI Special Situations Collectivecollective trustPrivate credit$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Upstate New York Engineers Pension FundSEI Special Situations Collectivecollective trustPrivate credit$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022First Financial Bancorp Employees' Pension Plan and TrustSEI Special Situations Collectivecollective trustPrivate credit$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan of Sasol (USA) CoporationSEI Special Situations Collectivecollective trustPrivate credit$18.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Stagehands Local Two Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Momentive Performance Materials Inc. Pension PlanSEI Special Situations Collectivecollective trustPrivate credit$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Baptist Health System Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$31.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Minnesota Cement Masons Pension FundSEI Special Situations Collectivecollective trustPrivate credit$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ufcw Local 1500 Pension PlanSEI Special Situations Collectivecollective trustPrivate credit$49.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Insulators Local No. 53 PensionSEI Special Situations Collectivecollective trustPrivate credit$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Alabama Farmers Federation and Affiliated Companies Retirement PlanSEI Special Situations Collectivecollective trustPrivate credit$19.0M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Dec 31, 2024Holding endedinferenceBaptist Health System Retirement Plan
    Baptist Health System Retirement Plan no longer reports SEI Special Situations Collective (last held $34M at 2023-12-31; absent from the 2024-12-31 filing)
    with SEI Special Situations Collectiveaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceMomentive Performance Materials Inc. Pension Plan
    Momentive Performance Materials Inc. Pension Plan no longer reports SEI Special Situations Collective (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
    with SEI Special Situations Collectiveaskebsa.dol.gov