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 Reit

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
17
distinct allocators on the tape
Rows
43
across successive reports
Held, latest filings
$51.7M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
17 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 17), never a fund size.

Every row
43 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025Retirement Plan for Employees of Southern StatesFiam Reitcollective trustReal estate$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan for Salaried Employees of AlconFiam Reitcollective trustReal estate$599,747 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024BNP Paribas Pension PlanFiam Reitcollective trustReal estate$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ING Financial Services LLC Retirement PlanFiam Reitcollective trustReal estate$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Capgemini Cash Balance Retirement PlanFiam Reitcollective trustReal estate$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Earle M. Jorgensen Hourly Employees Pension PlanFiam Reitcollective trustReal estate$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Texas United Corporation Pension PlanFiam Reitcollective trustReal estate$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024MG Advantage Retirement PlanFiam Reitcollective trustReal estate$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Stmicroelectronics, Inc. Retirement PlanFiam Reitcollective trustReal estate$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Oregon Tool Retirement PlanFiam Reitcollective trustReal estate$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Manitowoc Company, Inc. Pension PlanFiam Reitcollective trustReal estate$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Pilots of Piedmont Airlines, Inc.Fiam Reitcollective trustReal estate$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Oilgear Company Retirement PlanFiam Reitcollective trustReal estate$95,251 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Unify Financial Credit Union Pension PlanFiam Reitcollective trustReal estate$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas CompanyFiam Reitcollective trustReal estate$8.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Retirement Plan for Employees of Southern StatesFiam Reitcollective trustReal estate$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023BNP Paribas Pension PlanFiam Reitcollective trustReal estate$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Oilgear Company Retirement PlanFiam Reitcollective trustReal estate$124,090 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Unify Financial Credit Union Pension PlanFiam Reitcollective trustReal estate$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Stmicroelectronics, Inc. Retirement PlanFiam Reitcollective trustReal estate$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas CompanyFiam Reitcollective trustReal estate$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Oregon Tool Retirement PlanFiam Reitcollective trustReal estate$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ING Financial Services LLC Retirement PlanFiam Reitcollective trustReal estate$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Texas United Corporation Pension PlanFiam Reitcollective trustReal estate$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023MG Advantage Retirement PlanFiam Reitcollective trustReal estate$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Oerlikon USA Holding, Inc. Pension PlanFiam Reitcollective trustReal estate$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Capgemini Cash Balance Retirement PlanFiam Reitcollective trustReal estate$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Manitowoc Company, Inc. Pension PlanFiam Reitcollective trustReal estate$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Salaried Employees of AlconFiam Reitcollective trustReal estate$619,670 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Texas United Corporation Pension PlanFiam Reitcollective trustReal estate$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Oilgear Company Retirement PlanFiam Reitcollective trustReal estate$59,744 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Manitowoc Company, Inc. Pension PlanFiam Reitcollective trustReal estate$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Capgemini Cash Balance Retirement PlanFiam Reitcollective trustReal estate$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas CompanyFiam Reitcollective trustReal estate$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Oerlikon USA Holding, Inc. Pension PlanFiam Reitcollective trustReal estate$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Unify Financial Credit Union Pension PlanFiam Reitcollective trustReal estate$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ING Financial Services LLC Retirement PlanFiam Reitcollective trustReal estate$743,914 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan for Salaried Employees of AlconFiam Reitcollective trustReal estate$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022West Fraser, Inc. Pension PlanFiam Reitcollective trustReal estate$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Stmicroelectronics, Inc. Retirement PlanFiam Reitcollective trustReal estate$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022BNP Paribas Pension PlanFiam Reitcollective trustReal estate$492,637 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022MG Advantage Retirement PlanFiam Reitcollective trustReal estate$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Oregon Tool Retirement PlanFiam Reitcollective trustReal estate$1.0M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.