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.
6 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | XL America, Inc. Retirement Plan | Franklin US Long Duration Creditcollective trust | Private credit | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | The Estee Lauder Companies Retirement Growth Account Plan | Franklin Templeton Global Bond Pluscollective trust | Fixed income | $20.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | The Chart Pension Plan | Massmutual Mid Cap Growth Iseparate account | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | The Estee Lauder Companies Retirement Growth Account Plan | Franklin Templeton Global Bond Pluscollective trust | Fixed income | $22.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | XL America, Inc. Retirement Plan | Franklin US Long Duration Creditcollective trust | Private credit | $17.4M held | Disclosed holding | askebsa.dol.gov |
+1 additional commitment row match
Every plan, fund and manager behind these rows, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.