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
Duff & Phelps Investment Mgmt Co.
EIN 363027981
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
3
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
4
Schedule C investment manager rows
Who backs this manager
1 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Roche Products, Inc. Defined Benefit Pension Plan | 3 | 0 | Real estate | Dec 31, 2022 | Dec 31, 2024 |
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
4 plans
- Painters and Allied Trades District Council No. 35 Pension Fundplan years 2023
- Iron Workers Local 17 Pension Fundplan years 2023
- The Citigroup Pension Planplan years 2022
- R. W. Sidley, Inc. Employees' Retirement Planplan years 2022
Commitment rows
3 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Roche Products, Inc. Defined Benefit Pension Plan | Duff and Phelps Global Real Estatecollective trust | Real estate | $312,466 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Roche Products, Inc. Defined Benefit Pension Plan | Duff and Phelps Global Real Estatecollective trust | Real estate | $302,358 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Roche Products, Inc. Defined Benefit Pension Plan | Duff and Phelps Global Real Estatecollective trust | Real estate | $273,480 held | Disclosed holding | askebsa.dol.gov |
What changed
- Dec 31, 2024Manager relationship endedinferencePainters and Allied Trades District Council No. 35 Pension FundDuff & Phelps Investment Mgmt no longer appears on Painters and Allied Trades District Council No. 35 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Duff & Phelps Investment Mgmt Co.askebsa.dol.gov
- Boyd Watterson Asset Mgmt no longer appears on R. W. Sidley, Inc. Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Duff & Phelps Investment Mgmt Co.askebsa.dol.gov