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
Bell Asset Management Limited
EIN 043412674
Public LPs on the tape
2
distinct allocators disclosing a fund
Commitment rows
6
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
2
Schedule C investment manager rows
Who backs this manager
2 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| United Association National Pension Fund | 3 | 0 | Pooled vehicles | Jun 30, 2023 | Jun 30, 2025 | |
| Ufcw Intl Union Pension Plan for Employees | 3 | 0 | Pooled vehicles | Apr 30, 2023 | Apr 30, 2025 |
Funds on the tape
1 vehicles
- Bell Australia Trust6 rows
Corporate and Taft-Hartley plans (Schedule C)
2 plans
- United Association National Pension Fundplan years 2023
- Ufcw Intl Union Pension Plan for Employeesplan years 2023
Commitment rows
6 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | United Association National Pension Fund | Bell Australia Trust103 12 ie | Pooled vehicles | $136M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Ufcw Intl Union Pension Plan for Employees | Bell Australia Trust103 12 ie | Pooled vehicles | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | United Association National Pension Fund | Bell Australia Trust103 12 ie | Pooled vehicles | $122M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | Ufcw Intl Union Pension Plan for Employees | Bell Australia Trust103 12 ie | Pooled vehicles | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | United Association National Pension Fund | Bell Australia Trust103 12 ie | Pooled vehicles | $203M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | Ufcw Intl Union Pension Plan for Employees | Bell Australia Trust103 12 ie | Pooled vehicles | $15.5M held | Disclosed holding | askebsa.dol.gov |
What changed
- Bell Asset Mgmt no longer appears on United Association National Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Bell Asset Management Limitedaskebsa.dol.gov