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

US Long Corporate Bond 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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$132M

one row per plan

Latest

Oct 31, 2025

effective date

Plans holding an interest

6 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 6), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
AAA Retirement Plan	n/a	held	-	-	Dec 31, 2024
Cbera Plan C	n/a	held	-	-	Dec 31, 2024
Employees Pension Plan of Credit Suisse	n/a	held	-	-	Dec 31, 2024
The Defined Benefit Plan of Adams Community Bank	n/a	held	-	-	Oct 31, 2025
The Defined Benefit Plan of the Institution for Savings in Newburyport	n/a	held	-	-	Oct 31, 2025
The Glenmede Corporation Retirement Plan	n/a	held	-	-	Dec 31, 2024

Every row

10 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Oct 31, 2025	The Defined Benefit Plan of Adams Community Bank	US Long Corporate Bond Fundcollective trust	Fixed income	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	The Defined Benefit Plan of the Institution for Savings in Newburyport	US Long Corporate Bond Fundcollective trust	Fixed income	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Cbera Plan C	US Long Corporate Bond Fundcollective trust	Fixed income	$9.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Employees Pension Plan of Credit Suisse	US Long Corporate Bond Fundcollective trust	Fixed income	$25.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Glenmede Corporation Retirement Plan	US Long Corporate Bond Fundcollective trust	Fixed income	$49.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	AAA Retirement Plan	US Long Corporate Bond Fundcollective trust	Fixed income	$42.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Glenmede Corporation Retirement Plan	US Long Corporate Bond Fundcollective trust	Fixed income	$55.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	AAA Retirement Plan	US Long Corporate Bond Fundcollective trust	Fixed income	$59.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Glenmede Corporation Retirement Plan	US Long Corporate Bond Fundcollective trust	Fixed income	$55.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	AAA Retirement Plan	US Long Corporate Bond Fundcollective trust	Fixed income	$85.2M held	Disclosed holding	askebsa.dol.gov

What changed

Oct 31, 2025Holding startedThe Defined Benefit Plan of Adams Community Bank
The Defined Benefit Plan of Adams Community Bank first reports an interest in US Long Corporate Bond Fund: $1M at 2025-10-31
with US Long Corporate Bond Fundaskebsa.dol.gov
Oct 31, 2025Holding startedThe Defined Benefit Plan of the Institution for Savings in Newburyport
The Defined Benefit Plan of the Institution for Savings in Newburyport first reports an interest in US Long Corporate Bond Fund: $4M at 2025-10-31
with US Long Corporate Bond Fundaskebsa.dol.gov
Dec 31, 2024Holding startedCbera Plan C
Cbera Plan C first reports an interest in US Long Corporate Bond Fund: $10M at 2024-12-31
with US Long Corporate Bond Fundaskebsa.dol.gov
Dec 31, 2024Holding startedEmployees Pension Plan of Credit Suisse
Employees Pension Plan of Credit Suisse first reports an interest in US Long Corporate Bond Fund: $25M at 2024-12-31
with US Long Corporate Bond Fundaskebsa.dol.gov