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
Transamerica Premier Life Insurance
EIN 390989781
Public LPs on the tape
5
distinct allocators disclosing a fund
Commitment rows
23
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
3
Schedule C investment manager rows
Who backs this manager
5 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Transamerica Pension Plan | 15 | 0 | Fixed income, Private credit, Pooled vehicles, Cash | Dec 31, 2022 | Dec 31, 2024 | |
| The Retirement Income Plan of the Corporation of Fine Arts Museums | 3 | 0 | Public equity | Jun 30, 2023 | Jun 30, 2025 | |
| Nautilus International Holding Corporation Pension Plan | 3 | 0 | Pooled vehicles | Dec 31, 2022 | Dec 31, 2024 | |
| Municipal Employees Credit Union of Baltimore Defined Benefit Plan | 1 | 0 | Pooled vehicles | Dec 31, 2023 | Dec 31, 2023 | |
| North Shore Hematology-Oncology Associates, P.C. Employees' Defined Benefit Pension Plan and Trust | 1 | 0 | Cash | Mar 31, 2023 | Mar 31, 2023 |
Funds on the tape
9 vehicles
- Tk23 rows
- Separate Account Fund a3 rows
- Aegon Cash Management Fund3 rows
- Long Treasury Strips3 rows
- Long Credit Bond3 rows
- Intermediate Credit Bond Fund3 rows
- AC Small Cap Value3 rows
- American Beacon Small Cp Val Inv1 rows
- Sage Cash Balance Moderate Ret Opt1 rows
Corporate and Taft-Hartley plans (Schedule C)
3 plans
- Pension Plan for Employees of Rimco LLCplan years 2023
- Western Conference of Teamsters Pension Planplan years 2022
- City Credit Union Defined Benefit Planplan years 2022
Commitment rows
23 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | The Retirement Income Plan of the Corporation of Fine Arts Museums | AC Small Cap Valuecollective trust | Public equity | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Transamerica Pension Plan | Long Treasury Stripsseparate account | Fixed income | $29.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Transamerica Pension Plan | Long Credit Bondseparate account | Private credit | $297M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nautilus International Holding Corporation Pension Plan | Tk2separate account | Pooled vehicles | $24.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Transamerica Pension Plan | Intermediate Credit Bond Fundseparate account | Private credit | $116M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Transamerica Pension Plan | Separate Account Fund aseparate account | Pooled vehicles | $48.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Transamerica Pension Plan | Aegon Cash Management Fundseparate account | Cash | $9,413 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | The Retirement Income Plan of the Corporation of Fine Arts Museums | AC Small Cap Valuecollective trust | Public equity | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Transamerica Pension Plan | Intermediate Credit Bond Fundseparate account | Private credit | $139M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Transamerica Pension Plan | Separate Account Fund aseparate account | Pooled vehicles | $41.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Transamerica Pension Plan | Aegon Cash Management Fundseparate account | Cash | $8,983 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Transamerica Pension Plan | Long Treasury Stripsseparate account | Fixed income | $34.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Transamerica Pension Plan | Long Credit Bondseparate account | Private credit | $324M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Nautilus International Holding Corporation Pension Plan | Tk2separate account | Pooled vehicles | $23.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Municipal Employees Credit Union of Baltimore Defined Benefit Plan | American Beacon Small Cp Val Invseparate account | Pooled vehicles | $117,611 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | The Retirement Income Plan of the Corporation of Fine Arts Museums | AC Small Cap Valuecollective trust | Public equity | $794,982 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | North Shore Hematology-Oncology Associates, P.C. Employees' Defined Benefit Pension Plan and Trust | Sage Cash Balance Moderate Ret Optcollective trust | Cash | $9,211 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Transamerica Pension Plan | Aegon Cash Management Fundseparate account | Cash | $8,571 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Nautilus International Holding Corporation Pension Plan | Tk2separate account | Pooled vehicles | $20.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Transamerica Pension Plan | Long Credit Bondseparate account | Private credit | $291M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Transamerica Pension Plan | Intermediate Credit Bond Fundseparate account | Private credit | $130M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Transamerica Pension Plan | Long Treasury Stripsseparate account | Fixed income | $37.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Transamerica Pension Plan | Separate Account Fund aseparate account | Pooled vehicles | $45.0M held | Disclosed holding | askebsa.dol.gov |
What changed
- Municipal Employees Credit Union of Baltimore Defined Benefit Plan first reports an interest in American Beacon Small Cp Val Inv (Transamerica Premier Life Insurance): $117,611 at 2023-12-31with Transamerica Premier Life Insuranceaskebsa.dol.gov