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

Vftc Long-Term Investment Grade Tru

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
4
distinct allocators on the tape
Rows
12
across successive reports
Held, latest filings
$366M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
4 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 4), never a fund size.

Every row
12 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024ST. Lukes Health Network Pension PlanVftc Long-Term Investment Grade Trucollective trustPooled vehicles$274M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Essity North America Defined Benefit Pension PlanVftc Long-Term Investment Grade Trucollective trustPooled vehicles$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and NeenahVftc Long-Term Investment Grade Trucollective trustPooled vehicles$58.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wausau Paper Corp. Retirement PlanVftc Long-Term Investment Grade Trucollective trustPooled vehicles$26.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wausau Paper Corp. Retirement PlanVftc Long-Term Investment Grade Trucollective trustPooled vehicles$30.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ST. Lukes Health Network Pension PlanVftc Long-Term Investment Grade Trucollective trustPooled vehicles$286M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Essity North America Defined Benefit Pension PlanVftc Long-Term Investment Grade Trucollective trustPooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and NeenahVftc Long-Term Investment Grade Trucollective trustPooled vehicles$61.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wausau Paper Corp. Retirement PlanVftc Long-Term Investment Grade Trucollective trustPooled vehicles$15.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ST. Lukes Health Network Pension PlanVftc Long-Term Investment Grade Trucollective trustPooled vehicles$276M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Essity North America Defined Benefit Pension PlanVftc Long-Term Investment Grade Trucollective trustPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and NeenahVftc Long-Term Investment Grade Trucollective trustPooled vehicles$20.6M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.