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.
Large Cap Blend/mfs
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 4), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| API Foils North America Pension Plan | n/a | held | - | - | Mar 31, 2020 |
| Discover Financial Services Pension Plan | n/a | held | - | - | Dec 31, 2023 |
| Park Ohio Industries and Subsidiaries Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Plumbers and Pipefitters Local No. 104 Pension Plan | n/a | held | - | - | Dec 31, 2022 |
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Park Ohio Industries and Subsidiaries Pension Plan | Large Cap Blend/mfsseparate account | Public equity | $6,803 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Discover Financial Services Pension Plan | Large Cap Blend/mfsseparate account | Public equity | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Plumbers and Pipefitters Local No. 104 Pension Plan | Large Cap Blend/mfsseparate account | Public equity | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Discover Financial Services Pension Plan | Large Cap Blend/mfsseparate account | Public equity | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2020 | API Foils North America Pension Plan | Large Cap Blend/mfsseparate account | Public equity | $208,043 held | Disclosed holding | askebsa.dol.gov |