DFX Intelligence
Commitments
Commitments: one recordAbout the commitment tapeOne row per line of a plan’s own disclosure. A committed row is a closing the plan dated (a monthly transaction report, a new-investments table); a disclosed holding is a line of a performance or holdings report as of that report’s date, with the plan’s own cash flows, IRR and multiple where printed.Re-up and new-manager flags are the plan’s own words. Amounts are the plan’s commitment, never a fund size.
14 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Umass Memorial Health Care Pension Plan | Polen Focus Gr Coll Inv Trustcollective trust | Pooled vehicles | $33.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | John Templeton Foundation | POLEN CAPITAL MANAGEMENT | Private equity | $197M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | Modern Woodmen of America Employees' Retirement Plan | Polen Focus Growth Citcollective trust | Pooled vehicles | $18.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United | Polen Focus Growth Collective Invescollective trust | Pooled vehicles | $15.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Panaphil Foundation | Polen Focus Growth | Private equity | $7.9M held | Disclosed holding | apps.irs.gov |
+9 additional commitment rows match
Every plan, fund and manager behind these rows, with the amount, date and source on each.
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