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

SEI Core Property Coll Inv Trust

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
3
distinct allocators on the tape
Rows
6
across successive reports
Held, latest filings
$6.1M
one row per plan
Latest
Jan 1, 2025
effective date
Plans holding an interest
3 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 3), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Cambridge University Defined Benefit Pension Plann/aheld--Nov 30, 2024
Carle Health Central Illinois Pension Plann/aheld--Nov 30, 2023
Limra International Retirement Income Plann/aheld--Jan 1, 2025
Every row
6 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jan 1, 2025Limra International Retirement Income PlanSEI Core Property Coll Inv Trustcollective trustReal estate$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Cambridge University Defined Benefit Pension PlanSEI Core Property Coll Inv Trustcollective trustReal estate$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Jan 1, 2024Limra International Retirement Income PlanSEI Core Property Coll Inv Trustcollective trustReal estate$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Cambridge University Defined Benefit Pension PlanSEI Core Property Coll Inv Trustcollective trustReal estate$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Carle Health Central Illinois Pension PlanSEI Core Property Coll Inv Trustcollective trustReal estate$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Jan 1, 2023Limra International Retirement Income PlanSEI Core Property Coll Inv Trustcollective trustReal estate$3.3M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Nov 30, 2024Holding endedinferenceCarle Health Central Illinois Pension Plan
    Carle Health Central Illinois Pension Plan no longer reports SEI Core Property Coll Inv Trust (last held $1M at 2023-11-30; absent from the 2024-11-30 filing)
    with SEI Core Property Coll Inv Trustaskebsa.dol.gov