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
Capital International, Inc.
EIN 954154361
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
1
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
14
Schedule C investment manager rows
Who backs this manager
1 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| National Roofing Industry Pension Fund | 1 | 0 | Fixed income | Dec 31, 2022 | Dec 31, 2022 |
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
14 plans
- Agere Systems Pension Planplan years 2024
- Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companiesplan years 2024
- Aecom Pension Planplan years 2024
- Teamsters Local 641 Pension Fundplan years 2024
- Salt River Project Employees' Retirement Planplan years 2023
- Saint-Gobain Retirement Income Planplan years 2023
- Plain Dealer Publishing Co. Guild Retirement Planplan years 2022
- Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Ricoplan years 2022
- The Southern Company Pension Planplan years 2022
- State Farm Insurance Companies Retirement Plan for United States Employeesplan years 2022
- National Roofing Industry Pension Fundplan years 2022
- The Citigroup Pension Planplan years 2022
- XPO Pension Planplan years 2022
- Wells Fargo & Company Cash Balance Planplan years 2022
Commitment rows
1 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | National Roofing Industry Pension Fund | Capital Guardian Global High-Incomecollective trust | Fixed income | $1.2M held | Disclosed holding | askebsa.dol.gov |
What changed
- Capital Group no longer appears on Aecom Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Capital International, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceRetirement Plan for Employees of Multicare Health SystemCapital International Inc no longer appears on Retirement Plan for Employees of Multicare Health System's Schedule C as investment manager (plan year 2024 vs 2023)with Capital International, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedRetirement Plan of Norfolk Southern Corporation and Participating Subsidiary CompaniesCapital International Inc appears on Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies's Schedule C as investment manager (plan year 2024 vs 2023)with Capital International, Inc.askebsa.dol.gov
- Capital International, Inc. appears on Agere Systems Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Capital International, Inc.askebsa.dol.gov
- Capital International Inc. no longer appears on National Roofing Industry Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Capital International, Inc.askebsa.dol.gov
- National Roofing Industry Pension Fund no longer reports Capital Guardian Global High-Income (Capital International, Inc.) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Capital International, Inc.askebsa.dol.gov
- Capital International, Inc. appears on Saint-Gobain Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Capital International, Inc.askebsa.dol.gov
- Capital Group appears on Aecom Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Capital International, Inc.askebsa.dol.gov
- Capital International no longer appears on The Southern Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Capital International, Inc.askebsa.dol.gov