DFX Intelligence
Virtus Investment Advisors (via)
Manager
EIN 263962811
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
1
0 dated closings
Disclosed commitments
Not disclosed
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
1
Schedule C investment manager rows
Who backs this manager
1 allocator
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| American Express Retirement Plan | 2 | 0 | Pooled vehicles | Sep 30, 2023 | Sep 30, 2024 |
Funds on the tape
1 vehicle
Corporate and Taft-Hartley plans (Schedule C)
1 plan
- Pension Plan of the Pennsylvania Medical Societyplan years 2022
Commitment rows
2 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2024 | American Express Retirement Plan | Sustainable Growth Adv Global Citcollective trust | Pooled vehicles | $47.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | American Express Retirement Plan | Sustainable Growth Adv Global Citcollective trust | Pooled vehicles | $70.2M held | Disclosed holding | askebsa.dol.gov |
What changed
- American Express Retirement Plan no longer reports Sustainable Growth Adv Global Cit (Virtus Investment Advisors (via)) (last held $48M at 2024-09-30; absent from the 2025-09-30 filing)with Virtus Investment Advisors (via)askebsa.dol.gov
- Virtus Investment Advisors (via) no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)with Virtus Investment Advisors (via)askebsa.dol.gov
Across the graphs
Virtus Investment Advisors (via) 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
Virtus Investment Advisors (via) sits on 1 traced path of capital across the graphs.
Consultant to allocator to manager
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+1 connection on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.