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

Jpmcb Mortgage Private Plmt 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
7
distinct allocators on the tape
Rows
16
across successive reports
Held, latest filings
$429M
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
7 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 7), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
32bj/broadway League Pension Fundn/aheld--Dec 31, 2025
IBM Personal Pension Plann/aheld--Dec 31, 2024
Jpmorgan Chase Retirement Plann/aheld--Dec 31, 2024
Mclaren Employees' Pension Plann/aheld--Dec 31, 2022
The Art Institute of Chicago Pension Plann/aheld--Dec 31, 2022
Treasurers and Ticket Sellers Local 751 Pension Fundn/aheld--Aug 31, 2024
Weill Cornell Medical College Non-Exempt and Frozen Retirement Plann/aheld--Jun 30, 2025
Every row
16 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 202532bj/broadway League Pension FundJpmcb Mortgage Private Plmt Fundcollective trustFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Weill Cornell Medical College Non-Exempt and Frozen Retirement PlanJpmcb Mortgage Private Plmt Fundcollective trustFixed income$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024IBM Personal Pension PlanJpmcb Mortgage Private Plmt Fundcollective trustFixed income$376M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmorgan Chase Retirement PlanJpmcb Mortgage Private Plmt Fundcollective trustFixed income$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202432bj/broadway League Pension FundJpmcb Mortgage Private Plmt Fundcollective trustFixed income$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Treasurers and Ticket Sellers Local 751 Pension FundJpmcb Mortgage Private Plmt Fundcollective trustFixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Weill Cornell Medical College Non-Exempt and Frozen Retirement PlanJpmcb Mortgage Private Plmt Fundcollective trustFixed income$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmorgan Chase Retirement PlanJpmcb Mortgage Private Plmt Fundcollective trustFixed income$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202332bj/broadway League Pension FundJpmcb Mortgage Private Plmt Fundcollective trustFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023IBM Personal Pension PlanJpmcb Mortgage Private Plmt Fundcollective trustFixed income$540M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Treasurers and Ticket Sellers Local 751 Pension FundJpmcb Mortgage Private Plmt Fundcollective trustFixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Weill Cornell Medical College Non-Exempt and Frozen Retirement PlanJpmcb Mortgage Private Plmt Fundcollective trustFixed income$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mclaren Employees' Pension PlanJpmcb Mortgage Private Plmt Fundcollective trustFixed income$26.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Art Institute of Chicago Pension PlanJpmcb Mortgage Private Plmt Fundcollective trustFixed income$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmorgan Chase Retirement PlanJpmcb Mortgage Private Plmt Fundcollective trustFixed income$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022IBM Personal Pension PlanJpmcb Mortgage Private Plmt Fundcollective trustFixed income$514M heldDisclosed holdingaskebsa.dol.gov
What changed