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.
Sources
Where every row comes from
A source is registered before it is read, with a rights determination. Open and attribution sources publish; restricted compilations are discovery indexes only (nothing read from them is stored as a fact); licensed and competitor products are benchmarks. Every published row names its source and URL.
| Source | Rights | What it gives | Runs | Records read | Last success |
|---|---|---|---|---|---|
DOL Form 5500 long form with Schedules H, SB, C, D (pension plans) U.S. Department of Labor EBSA | open | every corporate DB plan and Taft-Hartley trust: assets, funded status, participants, service providers, investment entities | 6 | 18,944 | Sep 15, 2026 |
IRS Form 990 / 990-PF e-file returns Internal Revenue Service | open | endowment balances (Schedule D Part V), foundation FMV assets, investments in partnerships | 6 | 11,617 | Sep 15, 2026 |
Public pension private-markets disclosures (through the venture lane's tape) 14 public plans via vc_lp_report | open | fund-level commitments with the LP's own cash flows, resolved to pe/vc managers and funds | 2 | 10,304 | Sep 15, 2026 |
Census Bureau Annual Survey of Public Pensions (unit file) U.S. Census Bureau | open | the national public-pension universe with a stable unit id (PID6), total holdings, net position, membership, TPL, discount rate | 3 | 8,606 | Sep 15, 2026 |
IRS Exempt Organizations Business Master File Internal Revenue Service | open | every foundation and endowment-holding institution by EIN with asset and income amounts | 2 | 4,758 | Sep 15, 2026 |
SEC Financial Statement and Notes data sets (DefinedBenefitPlan XBRL facts) U.S. SEC DERA | open | corporate DB plan target and actual allocation by asset category, plan assets, PBO, funded status, expected contributions | 14 | 1,189 | Sep 15, 2026 |
Form ADV client types and pension consulting (through the RIA tape) U.S. SEC via ria_firm_filing | open | the consultant / OCIO universe by sworn 5G(6) pension consulting and 5D institutional client counts and RAUM | 1 | 907 | Sep 15, 2026 |
SEC Financial Statement Data Sets (insurer 10-K balance sheets: invested assets by line) U.S. SEC DERA | open | insurance general accounts: total investments, fixed maturities, mortgage loans, real estate, other long-term investments (alternatives), equities, cash, by SIC-coded insurer | 8 | 600 | Sep 15, 2026 |
Pensions & Investments | prohibitedoff | 0 | 0 | ||
PitchBook LP data | prohibitedoff | 0 | 0 | ||
With Intelligence (formerly Eurekahedge / Preqin-style LP data) | prohibitedoff | 0 | 0 | ||
DFX analyst determinations (hand-checked rows, seeded aliases, verified classes) DFX Intelligence | open | aliases (CalPERS), plan-to-system structure, blocked-site notes | 25 | 0 | Sep 18, 2026 |
Public plan annual comprehensive financial reports and investment reports each plan | open | asset allocation targets and actuals, consultant, custodian, actuary, staff, by fiscal year | 17 | 0 | Sep 15, 2026 |
Public plan board and investment committee agendas and minutes each plan | open | dated approvals, consultant recommendations, searches, terminations, watch lists; seeds/minutes_urls.json, 36 systems from 2026-09-16 | 7 | 0 | Sep 16, 2026 |
NACUBO-Commonfund Study of Endowments | prohibitedoff | 0 | 0 | ||
Public plan websites: investment office, staff, consultants, policy pages each plan | open | CIO and investment staff, consultant names, policy targets as printed | 0 | 0 | |
Preqin | prohibitedoff | 0 | 0 | ||
State and plan procurement portals (RFPs for managers, consultants, custodians) state portals | openoff | open searches and awards | 0 | 0 | |
SEC Form 13F (allocators as filers) U.S. SEC | openoff | CIK identity for pensions and endowments that file; public-equity holdings | 0 | 0 | |
Public Plans Data (CRR at Boston College, MissionSquare, NASRA, GFOA) | restrictedoff | 0 | 0 | ||
NAIC annual statements, Schedule BA | licensedoff | 0 | 0 |