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.
Mid Cap Growth/artisan Partner
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.
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 8), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Arthur J. Gallagher & Co. Employees' Pension Plan | n/a | held | - | - | Dec 31, 2023 |
| Bekaert Corporation Retirement Income Plan | n/a | held | - | - | Dec 31, 2022 |
| Bracco Retirement Income Plan | n/a | held | - | - | Dec 31, 2022 |
| Cb&i Pension Plan for Clive Shop Employees | n/a | held | - | - | Dec 31, 2024 |
| Faurecia Exhaust Systems, Inc. Uaw and Salaried Pension Plan | n/a | held | - | - | Dec 31, 2023 |
| National Australia Bank Limited Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Rubicon LLC Retirement Plan | n/a | held | - | - | Dec 31, 2024 |
| Stahl (USA), Inc. Pension Plan | n/a | held | - | - | Dec 31, 2024 |