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.

Manager

American United Life Insurance Co.

EIN 350145825
Public LPs on the tape
7
distinct allocators disclosing a fund
Commitment rows
15
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
1
Schedule C investment manager rows
Who backs this manager
7 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Golden Gate National Parks Conservancy Cash Balance Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
Lakeside Manufacturing, Inc. Employees' Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
American United Life Insurance Company Employees Retirement Plan and Trust30Pooled vehiclesDec 31, 2022Dec 31, 2024
Duncan Employees Security Plan20Pooled vehiclesDec 31, 2024Dec 31, 2025
Harvesters Credit Union Defined Benefit Plan20Pooled vehiclesMay 31, 2024May 31, 2025
Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc.10Pooled vehiclesDec 31, 2024Dec 31, 2024
Management Employees' Retirement Plan of Besser Company10Pooled vehiclesDec 31, 2022Dec 31, 2022
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
1 plans
Commitment rows
15 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025Duncan Employees Security PlanSeparate Account IIseparate accountPooled vehicles$13.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Harvesters Credit Union Defined Benefit PlanSeparate Account IIseparate accountPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Golden Gate National Parks Conservancy Cash Balance PlanSeparate Account IIseparate accountPooled vehicles$71,455 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Lakeside Manufacturing, Inc. Employees' Pension PlanSeparate Account IIseparate accountPooled vehicles$106,511 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024American United Life Insurance Company Employees Retirement Plan and TrustSeparate Account IIseparate accountPooled vehicles$215M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Duncan Employees Security PlanSeparate Account IIseparate accountPooled vehicles$12.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc.Separate Account IIseparate accountPooled vehicles$4.0M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Harvesters Credit Union Defined Benefit PlanSeparate Account IIseparate accountPooled vehicles$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Golden Gate National Parks Conservancy Cash Balance PlanSeparate Account IIseparate accountPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023American United Life Insurance Company Employees Retirement Plan and TrustSeparate Account IIseparate accountPooled vehicles$197M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Lakeside Manufacturing, Inc. Employees' Pension PlanSeparate Account IIseparate accountPooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Golden Gate National Parks Conservancy Cash Balance PlanSeparate Account IIseparate accountPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022American United Life Insurance Company Employees Retirement Plan and TrustSeparate Account IIseparate accountPooled vehicles$181M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Management Employees' Retirement Plan of Besser CompanySeparate Account IIseparate accountPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lakeside Manufacturing, Inc. Employees' Pension PlanSeparate Account IIseparate accountPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Dec 31, 2024Holding startedDuncan Employees Security Plan
    Duncan Employees Security Plan first reports an interest in Separate Account II (American United Life Insurance Co.): $12M at 2024-12-31
    with American United Life Insurance Co.askebsa.dol.gov