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

Fiam Institutional Cash Comm Pl

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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$83.4M

one row per plan

Latest

Jun 30, 2025

effective date

Plans holding an interest

27 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 27), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Aera Energy Services Company Cash Balance Plan	n/a	held	-	-	Dec 31, 2024
Bertelsmann Pension Account Plan	n/a	held	-	-	Dec 31, 2024
BNP Paribas Pension Plan	n/a	held	-	-	Dec 31, 2023
Briggs & Stratton, LLC Cash Balance Retirement Plan	n/a	held	-	-	Jun 30, 2025
Capgemini Cash Balance Retirement Plan	n/a	held	-	-	Dec 31, 2024
Carle Health Central Illinois Pension Plan	n/a	held	-	-	Nov 30, 2023
Circor International, Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2023
Gesa Credit Union Cash Balance Defined Benefit Plan and Trust	n/a	held	-	-	Jun 30, 2025
Marelli North America, Inc. Defined Benefit Plan	n/a	held	-	-	Dec 31, 2024
Memc LLC Pension Plan	n/a	held	-	-	Dec 31, 2022
MG Advantage Retirement Plan	n/a	held	-	-	Dec 31, 2022
NRA Employee Retirement Plan	n/a	held	-	-	Dec 31, 2023
Oerlikon USA Holding, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Pension Plan for Salaried Employees of Alcon	n/a	held	-	-	Dec 31, 2023
Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund	n/a	held	-	-	Dec 31, 2023
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	n/a	held	-	-	Dec 31, 2024
Quanex Building Products Salaried and Nonunion Employee Pension Plan	n/a	held	-	-	Dec 31, 2023
Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company	n/a	held	-	-	Dec 31, 2023
Retirement Plan for Employees of Southern States	n/a	held	-	-	Jun 30, 2024
Tecumseh Products Company Consolidated Pension Plan	n/a	held	-	-	Dec 31, 2022
Texas United Corporation Pension Plan	n/a	held	-	-	Dec 31, 2023
The Manitowoc Company, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2023
The Oregon Tool Retirement Plan	n/a	held	-	-	Dec 31, 2023
The Purdue Pharma L. P. Pension Plan	n/a	held	-	-	Dec 31, 2023
Trivium Defined Benefit Plan	n/a	held	-	-	Dec 31, 2024
Unify Financial Credit Union Pension Plan	n/a	held	-	-	Dec 31, 2024
West Fraser, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2022

Every row

52 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Jun 30, 2025	Gesa Credit Union Cash Balance Defined Benefit Plan and Trust	Fiam Institutional Cash Comm Plcollective trust	Cash	$782,163 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Briggs & Stratton, LLC Cash Balance Retirement Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$4.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Capgemini Cash Balance Retirement Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$131,814 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Trivium Defined Benefit Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Bertelsmann Pension Account Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$25.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Aera Energy Services Company Cash Balance Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Unify Financial Credit Union Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$615,251 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Marelli North America, Inc. Defined Benefit Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$162,830 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Oerlikon USA Holding, Inc. Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$22,133 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Briggs & Stratton, LLC Cash Balance Retirement Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$467,040 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Gesa Credit Union Cash Balance Defined Benefit Plan and Trust	Fiam Institutional Cash Comm Plcollective trust	Cash	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Retirement Plan for Employees of Southern States	Fiam Institutional Cash Comm Plcollective trust	Cash	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund	Fiam Institutional Cash Comm Plcollective trust	Cash	$171,766 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NRA Employee Retirement Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$679,232 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Capgemini Cash Balance Retirement Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$13,098 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Manitowoc Company, Inc. Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$162,893 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	BNP Paribas Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$10,062 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for Salaried Employees of Alcon	Fiam Institutional Cash Comm Plcollective trust	Cash	$6 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Texas United Corporation Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$261,281 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Aera Energy Services Company Cash Balance Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$18 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Purdue Pharma L. P. Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$10.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Unify Financial Credit Union Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$527,347 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company	Fiam Institutional Cash Comm Plcollective trust	Cash	$113,925 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Marelli North America, Inc. Defined Benefit Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$150,909 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Circor International, Inc. Retirement Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$22,393 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Trivium Defined Benefit Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Oregon Tool Retirement Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$594 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$6.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Bertelsmann Pension Account Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$19.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Quanex Building Products Salaried and Nonunion Employee Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$39,528 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Oerlikon USA Holding, Inc. Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$2,635 held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2023	Carle Health Central Illinois Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$221 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Gesa Credit Union Cash Balance Defined Benefit Plan and Trust	Fiam Institutional Cash Comm Plcollective trust	Cash	$11.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Manitowoc Company, Inc. Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$20,378 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Capgemini Cash Balance Retirement Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$259,492 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Oerlikon USA Holding, Inc. Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$3,495 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Circor International, Inc. Retirement Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$21,277 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Unify Financial Credit Union Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for Salaried Employees of Alcon	Fiam Institutional Cash Comm Plcollective trust	Cash	$38,865 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Quanex Building Products Salaried and Nonunion Employee Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$22.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	West Fraser, Inc. Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Aera Energy Services Company Cash Balance Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$9.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	NRA Employee Retirement Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$282,524 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	BNP Paribas Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$27 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Tecumseh Products Company Consolidated Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$8.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Memc LLC Pension Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$11.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	MG Advantage Retirement Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Oregon Tool Retirement Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$1,647 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund	Fiam Institutional Cash Comm Plcollective trust	Cash	$236,829 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Bertelsmann Pension Account Plan	Fiam Institutional Cash Comm Plcollective trust	Cash	$19.5M held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.