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

Core Plus Bond / Pgim Fund

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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$340M

one row per plan

Latest

Dec 31, 2025

effective date

Plans holding an interest

28 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 28), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Anywhere Real Estate Group LLC Pension Plan	n/a	held	-	-	Dec 31, 2022
API Foils North America Pension Plan	n/a	held	-	-	Mar 31, 2020
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, 2023
Cb&i Pension Plan for Clive Shop Employees	n/a	held	-	-	Dec 31, 2024
Dyno Nobel Inc. Defined Benefit Pension Plan I	n/a	held	-	-	Dec 31, 2022
Dyno Nobel Inc. Defined Benefit Pension Plan II	n/a	held	-	-	Dec 31, 2022
Elizabeth Carbide Die Co. , Inc. Employees Retirement Plan	n/a	held	-	-	Dec 31, 2022
EMC National Life Company Employees Cash Balance Plan	n/a	held	-	-	Dec 31, 2025
Employees' Retirement Plan of Mitsubishi International Corporation	n/a	held	-	-	Dec 31, 2022
Employers Mutual Casualty Company Retirement Plan	n/a	held	-	-	Dec 31, 2024
GCC Dacotah, Inc. Defined Benefit Pension Plan	n/a	held	-	-	Dec 31, 2023
GCC Rio Grande, Inc. Defined Benefit Pension Plan	n/a	held	-	-	Dec 31, 2023
GTE Federal Credit Union Defined Benefit Plan	n/a	held	-	-	Dec 31, 2022
Hm/fm Retirement Plan	n/a	held	-	-	Dec 31, 2024
Jacuzzi Brands Corp. Pension Plan	n/a	held	-	-	Dec 31, 2024
National Australia Bank Limited Pension Plan	n/a	held	-	-	Dec 31, 2024
Nor-Cal Beverage Co. , Inc. Employee Pension Plan	n/a	held	-	-	Dec 31, 2022
NTN Employees Pension Plan	n/a	held	-	-	Dec 31, 2024
Pennsylvania Compensation Rating Bureau Employee Retirement Plan	n/a	held	-	-	Dec 31, 2024
Plumbers and Pipefitters Local No. 104 Pension Plan	n/a	held	-	-	Dec 31, 2024
Retirement Annuity Plan for Ees of Smeco, Inc.	n/a	held	-	-	Dec 31, 2024
Rubicon LLC Retirement Plan	n/a	held	-	-	Dec 31, 2024
The Miller Company Pension Plan	n/a	held	-	-	Dec 31, 2022
Titan America LLC Pension Plan	n/a	held	-	-	Dec 31, 2024
Vopak North America Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2024
Wise Alloys LLC Pension Plan for Hourly Employees	n/a	held	-	-	Dec 31, 2022

Every row

55 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2025	EMC National Life Company Employees Cash Balance Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NTN Employees Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$39.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pennsylvania Compensation Rating Bureau Employee Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$11.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Plumbers and Pipefitters Local No. 104 Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Employers Mutual Casualty Company Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$32.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Rubicon LLC Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$37.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Hm/fm Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$12.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Vopak North America Inc. Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$51.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Cb&i Pension Plan for Clive Shop Employees	Core Plus Bond / Pgim Fundseparate account	Fixed income	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	National Australia Bank Limited Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$710,392 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	EMC National Life Company Employees Cash Balance Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Annuity Plan for Ees of Smeco, Inc.	Core Plus Bond / Pgim Fundseparate account	Fixed income	$30.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Jacuzzi Brands Corp. Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Titan America LLC Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pennsylvania Compensation Rating Bureau Employee Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$10.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Rubicon LLC Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$35.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	EMC National Life Company Employees Cash Balance Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	GCC Dacotah, Inc. Defined Benefit Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	GCC Rio Grande, Inc. Defined Benefit Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$850,365 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Titan America LLC Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Annuity Plan for Ees of Smeco, Inc.	Core Plus Bond / Pgim Fundseparate account	Fixed income	$13.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Bracco Retirement Income Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$33.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NTN Employees Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$38.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Arthur J. Gallagher & Co. Employees' Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Jacuzzi Brands Corp. Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Employers Mutual Casualty Company Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$29.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	National Australia Bank Limited Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$677,628 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Vopak North America Inc. Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$48.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Hm/fm Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pennsylvania Compensation Rating Bureau Employee Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$8.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Miller Company Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Employers Mutual Casualty Company Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$26.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Arthur J. Gallagher & Co. Employees' Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$12.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	National Australia Bank Limited Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$644,487 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	GCC Rio Grande, Inc. Defined Benefit Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	GCC Dacotah, Inc. Defined Benefit Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$3.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Nor-Cal Beverage Co. , Inc. Employee Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	GTE Federal Credit Union Defined Benefit Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	EMC National Life Company Employees Cash Balance Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Plumbers and Pipefitters Local No. 104 Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Employees' Retirement Plan of Mitsubishi International Corporation	Core Plus Bond / Pgim Fundseparate account	Fixed income	$14.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Bekaert Corporation Retirement Income Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$5.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Hm/fm Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$13.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Jacuzzi Brands Corp. Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Titan America LLC Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Bracco Retirement Income Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$17.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Rubicon LLC Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$33.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Anywhere Real Estate Group LLC Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$16.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Dyno Nobel Inc. Defined Benefit Pension Plan II	Core Plus Bond / Pgim Fundseparate account	Fixed income	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Dyno Nobel Inc. Defined Benefit Pension Plan I	Core Plus Bond / Pgim Fundseparate account	Fixed income	$13.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Wise Alloys LLC Pension Plan for Hourly Employees	Core Plus Bond / Pgim Fundseparate account	Fixed income	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Vopak North America Inc. Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$43.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	NTN Employees Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$30.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Elizabeth Carbide Die Co. , Inc. Employees Retirement Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$903,462 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2020	API Foils North America Pension Plan	Core Plus Bond / Pgim Fundseparate account	Fixed income	$897,946 held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.