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

Jpmcb US Small Cap Equity Blend Fun

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
7
distinct allocators on the tape
Rows
20
across successive reports
Held, latest filings
$119M
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
7 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 7), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
32bj/broadway League Pension Fundn/aheld--Dec 31, 2025
Co-Op Retirement Plann/aheld--Mar 31, 2023
Huhtamaki Retirement Accrual Plann/aheld--Dec 31, 2024
National Automatic Sprinkler Industry Pension Fundn/aheld--Dec 31, 2024
The Legacy Plan of the Unite Here Retirement Fundn/aheld--Dec 31, 2024
Treasurers and Ticket Sellers Local 751 Pension Fundn/aheld--Aug 31, 2025
Weill Cornell Medical College Non-Exempt and Frozen Retirement Plann/aheld--Jun 30, 2025
Every row
20 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 202532bj/broadway League Pension FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$749,523 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Treasurers and Ticket Sellers Local 751 Pension FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Weill Cornell Medical College Non-Exempt and Frozen Retirement PlanJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202432bj/broadway League Pension FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Huhtamaki Retirement Accrual PlanJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Legacy Plan of the Unite Here Retirement FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024National Automatic Sprinkler Industry Pension FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$71.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Treasurers and Ticket Sellers Local 751 Pension FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Weill Cornell Medical College Non-Exempt and Frozen Retirement PlanJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Huhtamaki Retirement Accrual PlanJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Legacy Plan of the Unite Here Retirement FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023National Automatic Sprinkler Industry Pension FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$84.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202332bj/broadway League Pension FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Treasurers and Ticket Sellers Local 751 Pension FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$314,634 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Weill Cornell Medical College Non-Exempt and Frozen Retirement PlanJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Co-Op Retirement PlanJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$33.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Legacy Plan of the Unite Here Retirement FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202232bj/broadway League Pension FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Huhtamaki Retirement Accrual PlanJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$17,603 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022National Automatic Sprinkler Industry Pension FundJpmcb US Small Cap Equity Blend Funcollective trustPublic equity$116M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Mar 31, 2024Holding endedinferenceCo-Op Retirement Plan
    Co-Op Retirement Plan no longer reports Jpmcb US Small Cap Equity Blend Fun (last held $33M at 2023-03-31; absent from the 2024-03-31 filing)
    with Jpmcb US Small Cap Equity Blend Funaskebsa.dol.gov