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
L and G Investment
EIN 273472226
Public LPs on the tape
2
distinct allocators disclosing a fund
Commitment rows
4
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
2 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Main Line Health, Inc. Retirement Income Plan | 3 | 0 | Private credit | Dec 31, 2022 | Dec 31, 2024 | |
| Employees' Retirement Plan of Bose Corporation | 1 | 0 | Private credit | Dec 31, 2022 | Dec 31, 2022 |
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
1 plans
Commitment rows
4 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Main Line Health, Inc. Retirement Income Plan | Lgima Long Duration US Credit Fundcollective trust | Private credit | $149M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Main Line Health, Inc. Retirement Income Plan | Lgima Long Duration US Credit Fundcollective trust | Private credit | $173M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Employees' Retirement Plan of Bose Corporation | Lgima Long Duration US Credit Fundcollective trust | Private credit | $44.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Main Line Health, Inc. Retirement Income Plan | Lgima Long Duration US Credit Fundcollective trust | Private credit | $128M held | Disclosed holding | askebsa.dol.gov |
What changed
- Employees' Retirement Plan of Bose Corporation no longer reports Lgima Long Duration US Credit Fund (L and G Investment) (last held $45M at 2022-12-31; absent from the 2023-12-31 filing)with L and G Investmentaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceRetirement Plan for Employees of Woods Hole Oceanographic InstitutionL and G Investment no longer appears on Retirement Plan for Employees of Woods Hole Oceanographic Institution's Schedule C as investment manager (plan year 2023 vs 2022)with L and G Investmentaskebsa.dol.gov