DFX Intelligence

This manager's name and 3 more corporate plans

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Private markets manager

Manager

Suggest a correction

Public LPs on the tape

distinct allocators disclosing a fund

Commitment rows

1 dated closings

Disclosed commitments

$500M

sum of the LPs' own amounts; repeats across reports

Re-ups / new

0 / 1

the plans' own words

Corporate plans

Schedule C investment manager rows

This manager's name and 3 more corporate plans

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Who backs this manager

1 allocator

Allocator	Rows	Re-ups	Disclosed $	Buckets	First	Latest
Texas Municipal Retirement Systemnew relationship	1	0	$500M	Public equity	Sep 9, 2024	Sep 9, 2024

Funds on the tape

1 vehicle

1 row

Corporate and Taft-Hartley plans (Schedule C)

6 plans

Memorial Hermann Pension Planplan years 2025
Local No 731 Excavators and Pavers Pension Trust Fundplan years 2022
Marsh & Mclennan Companies Retirement Planplan years 2022

+3 more corporate plans name this manager on Schedule C

Every name, record and relationship behind this count, with the source on each.

Commitment rows

1 row

Date	Allocator	Fund	Bucket	Amount	Vintage	Status	Source
Sep 9, 2024	Texas Municipal Retirement System	separate account	Public equity	$500M		Committed (dated)new manager	tmrs.com

What changed

Dec 31, 2024Manager relationship startedMemorial Hermann Pension Plan
with this manageraskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceLocal No 731 Excavators and Pavers Pension Trust Fund
with this manageraskebsa.dol.gov
Sep 9, 2024Commitment closedTexas Municipal Retirement System
with this manager$500Mtmrs.com
Sep 9, 2024New managerthis manager
with Texas Municipal Retirement System$500Mtmrs.com

Across the graphs

This record is the same institution as 1 record in Independent Sponsors.

Independent Sponsors1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

1 dated event on the change ledger, latest event first

First commitment to a manager
2024-09-09source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+7 connections on the graph