36 more allocators, 1 more fund, 116 more corporate plans, 107 more commitment rows and 24 more dated events
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Parametric Portfolio Associates
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Lumber Industry Pension Plan | 6 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2024 | |
| Navy Federal Credit Union Employees' Retirement Plan | 4 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2025 | |
| Glaziers and Glassworkers Local 513 Pension Plan | 3 | 0 | Public equity | Oct 31, 2023 | Oct 31, 2025 |
+36 more allocators back this manager
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- Parametric Defensive Equity Fund97 rows
- Parametric Global Defensive Equity11 rows
- Parametric Portfolio Associates, LLP separate account1 row
+1 more fund on the tape
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- Navy Federal Credit Union Employees' Retirement Planplan years
- Glaziers and Glassworkers Local 513 Pension Planplan years 2023
- Hagerstown Motor Carriers and Teamsters Pension Planplan years
+116 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
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| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Navy Federal Credit Union Employees' Retirement Plan | Parametric Defensive Equity Fund103 12 ie | Public equity | $156M held | Disclosed holding | askebsa.dol.gov | |
| Nov 12, 2025 | Los Angeles County Employees Retirement Association | Parametric Portfolio Associates, LLP separate accountseparate account | Hedge / diversifiers | $60.0M | Committed (dated) | lacera.gov | |
| as of Oct 31, 2025 | Glaziers and Glassworkers Local 513 Pension Plan | Parametric Defensive Equity Fund103 12 ie | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov |
+107 more commitment rows
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- Parametric Clifton no longer appears on National Electrical Benefit Fund's Schedule C as investment manager (plan year 2025 vs 2024)with Parametric Portfolio Associatesaskebsa.dol.gov
- Los Angeles County Employees Retirement Association commits $60M to Parametric Portfolio Associates, LLP separate account, closed 2025-11-12with Parametric Portfolio Associateslacera.gov
- Parametric Porfolio Associates LLC appears on Automotive Machinists Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Parametric Portfolio Associatesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceUnited Food & Commercial Workers Intl Union - Industry Pension FundParametric no longer appears on United Food & Commercial Workers Intl Union - Industry Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Parametric Portfolio Associatesaskebsa.dol.gov
- Parametric Portoflio no longer appears on Sullivan & Cromwell LLP Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Parametric Portfolio Associatesaskebsa.dol.gov
+24 more dated events
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Parametric Portfolio Associates sits on 53 traced paths of capital across the graphs.
DFX traced 53 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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›Connections
every published relationship on the graph
+136 connections on the graph
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