DFX Intelligence

This manager's name, 1 more corporate plan and 5 more commitment rows

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

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Private markets manager in Massachusetts

Manager

No date on record · this record

Public LPs on the tape

distinct allocators disclosing a fund

Commitment rows

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

Schedule C investment manager rows

Who backs this manager

3 allocators

Allocator	Rows	Buckets	First	Latest
Pinnacle West Capital Corporation Retirement Plan	3	Public equity	Dec 31, 2022	Dec 31, 2024
The Southern California Edison Company Retirement Plan	3	Public equity	Dec 31, 2022	Dec 31, 2024
The Pension Plan for Employees of the Ohio National Life Insurance Company	2	Real estate	Dec 31, 2022	Dec 31, 2023

Funds on the tape

3 vehicles

A fund of this manager3 rows
Redwheel Emerging Markets Equity Fu3 rows
A fund of this manager2 rows

Corporate and Taft-Hartley plans (Schedule C)

4 plans

The Southern California Edison Company Retirement Planplan years
The Pension Plan for Employees of the Ohio National Life Insurance Companyplan years
Pinnacle West Capital Corporation Retirement Planplan years

+1 more corporate plan name this manager on Schedule C

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

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Commitment rows

8 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	Pinnacle West Capital Corporation Retirement Plan	Emerging Markets Trustcollective trust	Public equity	$52.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Southern California Edison Company Retirement Plan	Redwheel Emerging Markets Equity Fucollective trust	Public equity	$9.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pinnacle West Capital Corporation Retirement Plan	Emerging Markets Trustcollective trust	Public equity	$56.0M held	Disclosed holding	askebsa.dol.gov

+5 more commitment rows

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

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

What changed

No dated events.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths 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 $299/month unless canceled.

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

Checking your plan…

›Connections

every published relationship on the graph

+4 connections on the graph

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.