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

Large Cap Growth/jp Morgan

separate account (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

$69.9M

one row per plan

Latest

Dec 31, 2025

effective date

Plans holding an interest

14 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 14), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
American Petroleum Institute Retirement Income Plan	n/a	held	-	-	Dec 31, 2024
API Foils North America Pension Plan	n/a	held	-	-	Mar 31, 2020
Arthur J. Gallagher & Co. Employees' Pension Plan	n/a	held	-	-	Dec 31, 2023
Bekaert Corporation Retirement Income Plan	n/a	held	-	-	Dec 31, 2022
GTE Federal Credit Union Defined Benefit Plan	n/a	held	-	-	Dec 31, 2024
Hm/fm Retirement Plan	n/a	held	-	-	Dec 31, 2023
Medical Insurance Exchange of California Pension Plan	n/a	held	-	-	Dec 31, 2024
Pension Plan for Employees of Pennichuck Corporation	n/a	held	-	-	Dec 31, 2024
Plumbers and Pipefitters Local No. 104 Pension Plan	n/a	held	-	-	Dec 31, 2024
Retirement Plan for Employees of Intermountain Power Service Corporation	n/a	held	-	-	Dec 31, 2024
Rubicon LLC Retirement Plan	n/a	held	-	-	Dec 31, 2024
Spectrum Brands, Inc. Merged Pension Plan	n/a	held	-	-	Dec 31, 2024
The Wicor Americas Group Pension Plan	n/a	held	-	-	Dec 31, 2025
Wcirb of California Retirement Plan	n/a	held	-	-	Dec 31, 2024

Every row

28 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2025	The Wicor Americas Group Pension Plan	Large Cap Growth/jp Morganseparate account	Public equity	$320,567 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Medical Insurance Exchange of California Pension Plan	Large Cap Growth/jp Morganseparate account	Public equity	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Plumbers and Pipefitters Local No. 104 Pension Plan	Large Cap Growth/jp Morganseparate account	Public equity	$10.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Rubicon LLC Retirement Plan	Large Cap Growth/jp Morganseparate account	Public equity	$17.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan for Employees of Pennichuck Corporation	Large Cap Growth/jp Morganseparate account	Public equity	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Wicor Americas Group Pension Plan	Large Cap Growth/jp Morganseparate account	Public equity	$180,605 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	American Petroleum Institute Retirement Income Plan	Large Cap Growth/jp Morganseparate account	Public equity	$7.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Employees of Intermountain Power Service Corporation	Large Cap Growth/jp Morganseparate account	Public equity	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Wcirb of California Retirement Plan	Large Cap Growth/jp Morganseparate account	Public equity	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Spectrum Brands, Inc. Merged Pension Plan	Large Cap Growth/jp Morganseparate account	Public equity	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	GTE Federal Credit Union Defined Benefit Plan	Large Cap Growth/jp Morganseparate account	Public equity	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Spectrum Brands, Inc. Merged Pension Plan	Large Cap Growth/jp Morganseparate account	Public equity	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Arthur J. Gallagher & Co. Employees' Pension Plan	Large Cap Growth/jp Morganseparate account	Public equity	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Rubicon LLC Retirement Plan	Large Cap Growth/jp Morganseparate account	Public equity	$17.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for Employees of Pennichuck Corporation	Large Cap Growth/jp Morganseparate account	Public equity	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	American Petroleum Institute Retirement Income Plan	Large Cap Growth/jp Morganseparate account	Public equity	$6.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Employees of Intermountain Power Service Corporation	Large Cap Growth/jp Morganseparate account	Public equity	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Hm/fm Retirement Plan	Large Cap Growth/jp Morganseparate account	Public equity	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Wcirb of California Retirement Plan	Large Cap Growth/jp Morganseparate account	Public equity	$4.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	GTE Federal Credit Union Defined Benefit Plan	Large Cap Growth/jp Morganseparate account	Public equity	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Arthur J. Gallagher & Co. Employees' Pension Plan	Large Cap Growth/jp Morganseparate account	Public equity	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Plumbers and Pipefitters Local No. 104 Pension Plan	Large Cap Growth/jp Morganseparate account	Public equity	$7.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	American Petroleum Institute Retirement Income Plan	Large Cap Growth/jp Morganseparate account	Public equity	$7.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Bekaert Corporation Retirement Income Plan	Large Cap Growth/jp Morganseparate account	Public equity	$9.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for Employees of Intermountain Power Service Corporation	Large Cap Growth/jp Morganseparate account	Public equity	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Wcirb of California Retirement Plan	Large Cap Growth/jp Morganseparate account	Public equity	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Rubicon LLC Retirement Plan	Large Cap Growth/jp Morganseparate account	Public equity	$15.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2020	API Foils North America Pension Plan	Large Cap Growth/jp Morganseparate account	Public equity	$164,960 held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.