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

Privest Account

separate account (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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$3.5B

one row per plan

Latest

Sep 30, 2025

effective date

Plans holding an interest

10 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 10), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
BD Retirement Plan	n/a	held	-	-	Sep 30, 2025
Blue Cross and Blue Shield of Minnesota Pension Plan	n/a	held	-	-	Dec 31, 2024
Boilermaker-Blacksmith National Pension Trust	n/a	held	-	-	Dec 31, 2024
IBM Personal Pension Plan	n/a	held	-	-	Dec 31, 2024
Magna U.S. Consolidated Pension Plan	n/a	held	-	-	Dec 31, 2024
Retirement Plan for Employees of Aetna Inc.	n/a	held	-	-	Dec 31, 2024
Shore Medical Center Pension Plan	n/a	held	-	-	Dec 31, 2022
The Prudential Merged Retirement Plan	n/a	held	-	-	Dec 31, 2024
Thomson Reuters Group Pension Plan	n/a	held	-	-	Dec 31, 2024
Western Conference of Teamsters Pension Plan	n/a	held	-	-	Dec 31, 2023

Every row

25 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Sep 30, 2025	BD Retirement Plan	Privest Accountseparate account	Pooled vehicles	$67.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Employees of Aetna Inc.	Privest Accountseparate account	Pooled vehicles	$141M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Boilermaker-Blacksmith National Pension Trust	Privest Accountseparate account	Pooled vehicles	$370M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	IBM Personal Pension Plan	Privest Accountseparate account	Pooled vehicles	$590M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Blue Cross and Blue Shield of Minnesota Pension Plan	Privest Accountseparate account	Pooled vehicles	$17.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Magna U.S. Consolidated Pension Plan	Privest Accountseparate account	Pooled vehicles	$7.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Prudential Merged Retirement Plan	Privest Accountseparate account	Pooled vehicles	$1.2B held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Thomson Reuters Group Pension Plan	Privest Accountseparate account	Pooled vehicles	$79.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Boilermaker-Blacksmith National Pension Trust	Privest Accountseparate account	Pooled vehicles	$360M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	IBM Personal Pension Plan	Privest Accountseparate account	Pooled vehicles	$867M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Employees of Aetna Inc.	Privest Accountseparate account	Pooled vehicles	$137M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Western Conference of Teamsters Pension Plan	Privest Accountseparate account	Pooled vehicles	$947M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Prudential Merged Retirement Plan	Privest Accountseparate account	Pooled vehicles	$1.2B held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Thomson Reuters Group Pension Plan	Privest Accountseparate account	Pooled vehicles	$77.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Magna U.S. Consolidated Pension Plan	Privest Accountseparate account	Pooled vehicles	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Blue Cross and Blue Shield of Minnesota Pension Plan	Privest Accountseparate account	Pooled vehicles	$17.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Blue Cross and Blue Shield of Minnesota Pension Plan	Privest Accountseparate account	Pooled vehicles	$16.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Western Conference of Teamsters Pension Plan	Privest Accountseparate account	Pooled vehicles	$885M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for Employees of Aetna Inc.	Privest Accountseparate account	Pooled vehicles	$129M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Thomson Reuters Group Pension Plan	Privest Accountseparate account	Pooled vehicles	$72.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Prudential Merged Retirement Plan	Privest Accountseparate account	Pooled vehicles	$1.1B held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Shore Medical Center Pension Plan	Privest Accountseparate account	Pooled vehicles	$8.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Magna U.S. Consolidated Pension Plan	Privest Accountseparate account	Pooled vehicles	$7.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Boilermaker-Blacksmith National Pension Trust	Privest Accountseparate account	Pooled vehicles	$337M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	IBM Personal Pension Plan	Privest Accountseparate account	Pooled vehicles	$812M held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.