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

Acadian Global Managed Volatility E

103 12 ie (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
13
across successive reports
Held, latest filings
$158M
one row per plan
Latest
Dec 31, 2024
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.

Every row
13 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Williams Pension PlanAcadian Global Managed Volatility E103 12 iePooled vehicles$61.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Washington Permanente Medical Group Cash Balance Pension PlanAcadian Global Managed Volatility E103 12 iePooled vehicles$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employees Pension Plan for Sharon Tube CompanyAcadian Global Managed Volatility Ecollective trustPooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Huntington Bancshares Retirement PlanAcadian Global Managed Volatility E103 12 iePooled vehicles$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Huntington Bancshares Retirement PlanAcadian Global Managed Volatility E103 12 iePooled vehicles$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employees Pension Plan for Sharon Tube CompanyAcadian Global Managed Volatility Ecollective trustPooled vehicles$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Washington Permanente Medical Group Cash Balance Pension PlanAcadian Global Managed Volatility E103 12 iePooled vehicles$17.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sysco Corporation Retirement PlanAcadian Global Managed Volatility Ecollective trustPooled vehicles$58.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employees Pension Plan for Sharon Tube CompanyAcadian Global Managed Volatility Ecollective trustPooled vehicles$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Huntington Bancshares Retirement PlanAcadian Global Managed Volatility E103 12 iePooled vehicles$9.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Washington Permanente Medical Group Cash Balance Pension PlanAcadian Global Managed Volatility E103 12 iePooled vehicles$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022National Federation of Independent Business Retirement PlanAcadian Global Managed Volatility E103 12 iePooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sysco Corporation Retirement PlanAcadian Global Managed Volatility Ecollective trustPooled vehicles$58.2M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.