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

Ntcc Polen Large Cap Growth

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
2
distinct allocators on the tape
Rows
5
across successive reports
Held, latest filings
$8.7M
one row per plan
Latest
Sep 28, 2025
effective date
Plans holding an interest
2 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 2), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Bass Retirement Plann/aheld--Dec 31, 2023
Schnucks Outstate Pension Plann/aheld--Sep 28, 2025
Every row
5 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 28, 2025Schnucks Outstate Pension PlanNtcc Polen Large Cap Growthcollective trustPublic equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 29, 2024Schnucks Outstate Pension PlanNtcc Polen Large Cap Growthcollective trustPublic equity$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bass Retirement PlanNtcc Polen Large Cap Growthcollective trustPublic equity$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Oct 1, 2023Schnucks Outstate Pension PlanNtcc Polen Large Cap Growthcollective trustPublic equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bass Retirement PlanNtcc Polen Large Cap Growthcollective trustPublic equity$7.7M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Dec 31, 2024Holding endedinferenceBass Retirement Plan
    Bass Retirement Plan no longer reports Ntcc Polen Large Cap Growth (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
    with Ntcc Polen Large Cap Growthaskebsa.dol.gov