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

Global Defensive Equity Nl Ctf

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
6
distinct allocators on the tape
Rows
16
across successive reports
Held, latest filings
$42.5M
one row per plan
Latest
Sep 30, 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.

AllocatorDisclosedStateApprovedClosedReported
Columbia University Retirement Plan - Local 241, Transport Workers Union of American/aheld--Jun 30, 2025
Post Holdings, Inc. Retirement Plann/aheld--Sep 30, 2025
Retirement Plan for Building and Maintenance Employees of Columbia University Propertiesn/aheld--Jun 30, 2025
Retirement Plan for Employees of Teradyne, Inc.n/aheld--Dec 31, 2024
Sun-Maid Growers of California Defined Benefit Pension Plann/aheld--Dec 31, 2022
Sunsweet Hourly Pension Plann/aheld--Dec 31, 2024
Every row
16 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Post Holdings, Inc. Retirement PlanGlobal Defensive Equity Nl Ctfcollective trustPublic equity$16.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Columbia University Retirement Plan - Local 241, Transport Workers Union of AmericaGlobal Defensive Equity Nl Ctfcollective trustPublic equity$15.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Retirement Plan for Building and Maintenance Employees of Columbia University PropertiesGlobal Defensive Equity Nl Ctfcollective trustPublic equity$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sunsweet Hourly Pension PlanGlobal Defensive Equity Nl Ctfcollective trustPublic equity$883,823 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of Teradyne, Inc.Global Defensive Equity Nl Ctfcollective trustPublic equity$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Post Holdings, Inc. Retirement PlanGlobal Defensive Equity Nl Ctfcollective trustPublic equity$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Retirement Plan for Building and Maintenance Employees of Columbia University PropertiesGlobal Defensive Equity Nl Ctfcollective trustPublic equity$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Columbia University Retirement Plan - Local 241, Transport Workers Union of AmericaGlobal Defensive Equity Nl Ctfcollective trustPublic equity$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Teradyne, Inc.Global Defensive Equity Nl Ctfcollective trustPublic equity$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sunsweet Hourly Pension PlanGlobal Defensive Equity Nl Ctfcollective trustPublic equity$611,404 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Post Holdings, Inc. Retirement PlanGlobal Defensive Equity Nl Ctfcollective trustPublic equity$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Retirement Plan for Building and Maintenance Employees of Columbia University PropertiesGlobal Defensive Equity Nl Ctfcollective trustPublic equity$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Columbia University Retirement Plan - Local 241, Transport Workers Union of AmericaGlobal Defensive Equity Nl Ctfcollective trustPublic equity$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sunsweet Hourly Pension PlanGlobal Defensive Equity Nl Ctfcollective trustPublic equity$611,875 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Teradyne, Inc.Global Defensive Equity Nl Ctfcollective trustPublic equity$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sun-Maid Growers of California Defined Benefit Pension PlanGlobal Defensive Equity Nl Ctfcollective trustPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.