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

Long Liability Corporate Cit 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
8
distinct allocators on the tape
Rows
18
across successive reports
Held, latest filings
$190M
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
8 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 8), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Cotton Incorporated Pension Plann/aheld--Dec 31, 2025
Gerber Pension Plann/aheld--Dec 31, 2023
Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employeesn/aheld--Dec 31, 2024
Meriter Health Services Employee Retirement Plann/aheld--Dec 31, 2024
Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steeln/aheld--Dec 31, 2022
Pension Plan for Employees of Evraz Inc. Nan/aheld--Dec 31, 2024
Pension Plan of Grove City Collegen/aheld--Jun 30, 2025
Retirement Plan for Employees of Evraz Stratcor Inc.n/aheld--Dec 31, 2024
Every row
18 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025Cotton Incorporated Pension PlanLong Liability Corporate Cit Fundcollective trustPooled vehicles$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Pension Plan of Grove City CollegeLong Liability Corporate Cit Fundcollective trustPooled vehicles$416,606 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Meriter Health Services Employee Retirement PlanLong Liability Corporate Cit Fundcollective trustPooled vehicles$130M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan for Employees of Evraz Inc. NaLong Liability Corporate Cit Fundcollective trustPooled vehicles$23.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of Evraz Stratcor Inc.Long Liability Corporate Cit Fundcollective trustPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Cotton Incorporated Pension PlanLong Liability Corporate Cit Fundcollective trustPooled vehicles$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit EmployeesLong Liability Corporate Cit Fundcollective trustPooled vehicles$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Evraz Stratcor Inc.Long Liability Corporate Cit Fundcollective trustPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Employees of Evraz Inc. NaLong Liability Corporate Cit Fundcollective trustPooled vehicles$23.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Gerber Pension PlanLong Liability Corporate Cit Fundcollective trustPooled vehicles$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Meriter Health Services Employee Retirement PlanLong Liability Corporate Cit Fundcollective trustPooled vehicles$155M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Cotton Incorporated Pension PlanLong Liability Corporate Cit Fundcollective trustPooled vehicles$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Gerber Pension PlanLong Liability Corporate Cit Fundcollective trustPooled vehicles$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Cotton Incorporated Pension PlanLong Liability Corporate Cit Fundcollective trustPooled vehicles$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan for Bargaining Employees of Evraz Rocky Mountain SteelLong Liability Corporate Cit Fundcollective trustPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan for Employees of Evraz Inc. NaLong Liability Corporate Cit Fundcollective trustPooled vehicles$23.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Evraz Stratcor Inc.Long Liability Corporate Cit Fundcollective trustPooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Meriter Health Services Employee Retirement PlanLong Liability Corporate Cit Fundcollective trustPooled vehicles$11.4M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.