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

Prin Blue Chip Sa-Z

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
10
distinct allocators on the tape
Rows
23
across successive reports
Held, latest filings
$4.4M
one row per plan
Latest
Dec 31, 2024
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.

AllocatorDisclosedStateApprovedClosedReported
Bernard Chaus, Inc. Pension Plan for Bargaining Unit Employeesn/aheld--Dec 31, 2024
Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employeesn/aheld--Dec 31, 2024
Duncan Employees Security Plann/aheld--Dec 31, 2022
Howard Miller - Hekman Defined Benefit Pension Plann/aheld--Dec 31, 2023
Investors Bank Pension Plann/aheld--Jun 30, 2023
Monofrax, LLC Pension Plan for Represented Employees of Falconer, New Yorkn/aheld--Dec 31, 2024
Pension Plan of Centers for Youth and Familiesn/aheld--Dec 31, 2024
Retirement Plan for the Employees of Littlestown Foundry, Inc.n/aheld--Dec 31, 2024
Rotor Clip Company, Inc. Retirement Plann/aheld--Nov 30, 2024
Superior Fibers, LLC Defined Benefit Plan & Trustn/aheld--Dec 31, 2024
Every row
23 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly EmployeesPrin Blue Chip Sa-Zseparate accountPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Superior Fibers, LLC Defined Benefit Plan & TrustPrin Blue Chip Sa-Zseparate accountPooled vehicles$152,293 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Monofrax, LLC Pension Plan for Represented Employees of Falconer, New YorkPrin Blue Chip Sa-Zseparate accountPooled vehicles$295,812 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for the Employees of Littlestown Foundry, Inc.Prin Blue Chip Sa-Zseparate accountPooled vehicles$200,068 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan of Centers for Youth and FamiliesPrin Blue Chip Sa-Zseparate accountPooled vehicles$350,805 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bernard Chaus, Inc. Pension Plan for Bargaining Unit EmployeesPrin Blue Chip Sa-Zseparate accountPooled vehicles$705,546 heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Rotor Clip Company, Inc. Retirement PlanPrin Blue Chip Sa-Zseparate accountPooled vehicles$598,897 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Monofrax, LLC Pension Plan for Represented Employees of Falconer, New YorkPrin Blue Chip Sa-Zseparate accountPooled vehicles$267,884 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Howard Miller - Hekman Defined Benefit Pension PlanPrin Blue Chip Sa-Zseparate accountPooled vehicles$505,453 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bernard Chaus, Inc. Pension Plan for Bargaining Unit EmployeesPrin Blue Chip Sa-Zseparate accountPooled vehicles$604,502 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Superior Fibers, LLC Defined Benefit Plan & TrustPrin Blue Chip Sa-Zseparate accountPooled vehicles$193,158 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly EmployeesPrin Blue Chip Sa-Zseparate accountPooled vehicles$922,851 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for the Employees of Littlestown Foundry, Inc.Prin Blue Chip Sa-Zseparate accountPooled vehicles$129,572 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan of Centers for Youth and FamiliesPrin Blue Chip Sa-Zseparate accountPooled vehicles$281,549 heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Rotor Clip Company, Inc. Retirement PlanPrin Blue Chip Sa-Zseparate accountPooled vehicles$455,440 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Investors Bank Pension PlanPrin Blue Chip Sa-Zcollective trustPooled vehicles$353,003 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Superior Fibers, LLC Defined Benefit Plan & TrustPrin Blue Chip Sa-Zseparate accountPooled vehicles$155,671 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bernard Chaus, Inc. Pension Plan for Bargaining Unit EmployeesPrin Blue Chip Sa-Zseparate accountPooled vehicles$463,096 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly EmployeesPrin Blue Chip Sa-Zseparate accountPooled vehicles$721,956 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan of Centers for Youth and FamiliesPrin Blue Chip Sa-Zseparate accountPooled vehicles$204,301 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Monofrax, LLC Pension Plan for Represented Employees of Falconer, New YorkPrin Blue Chip Sa-Zseparate accountPooled vehicles$184,802 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Duncan Employees Security PlanPrin Blue Chip Sa-Zseparate accountPooled vehicles$174,237 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for the Employees of Littlestown Foundry, Inc.Prin Blue Chip Sa-Zseparate accountPooled vehicles$79,414 heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.