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

Jpmcb Mid Cap Core 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
4
distinct allocators on the tape
Rows
10
across successive reports
Held, latest filings
$45.3M
one row per plan
Latest
Aug 31, 2025
effective date
Plans holding an interest
4 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 4), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Co-Op Retirement Plann/aheld--Mar 31, 2025
National Automatic Sprinkler Metal Trades Pension Fundn/aheld--Dec 31, 2024
The Legacy Plan of the Unite Here Retirement Fundn/aheld--Dec 31, 2024
Treasurers and Ticket Sellers Local 751 Pension Fundn/aheld--Aug 31, 2025
Every row
10 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Aug 31, 2025Treasurers and Ticket Sellers Local 751 Pension FundJpmcb Mid Cap Core Fundcollective trustPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Co-Op Retirement PlanJpmcb Mid Cap Core Fundcollective trustPooled vehicles$42.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024National Automatic Sprinkler Metal Trades Pension FundJpmcb Mid Cap Core Fundcollective trustPooled vehicles$310,950 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Legacy Plan of the Unite Here Retirement FundJpmcb Mid Cap Core Fundcollective trustPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Treasurers and Ticket Sellers Local 751 Pension FundJpmcb Mid Cap Core Fundcollective trustPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Co-Op Retirement PlanJpmcb Mid Cap Core Fundcollective trustPooled vehicles$42.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Legacy Plan of the Unite Here Retirement FundJpmcb Mid Cap Core Fundcollective trustPooled vehicles$960,984 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Treasurers and Ticket Sellers Local 751 Pension FundJpmcb Mid Cap Core Fundcollective trustPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Co-Op Retirement PlanJpmcb Mid Cap Core Fundcollective trustPooled vehicles$73.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Legacy Plan of the Unite Here Retirement FundJpmcb Mid Cap Core Fundcollective trustPooled vehicles$14.0M heldDisclosed holdingaskebsa.dol.gov
What changed