4 more commitment rows

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The Highclere International Investo

103 12 ie (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan's interest in the vehicle at its plan year end as filed on Schedule D Part I: a holding value, never a commitment amount.

Public LPs
3
No date on record · this record
Public LPs
3
distinct allocators on the tape
Rows
3
across successive reports
Held, latest filings
$52.6M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
3 allocators
AllocatorDisclosedStateApprovedClosedReported
Advocate Aurora Health Pension PlanNot disclosedheld--Dec 31, 2023
Retirement Plan for Employees of Concord HospitalNot disclosedheld--Dec 31, 2024
Retirement Plan of Idaho Power CompanyNot disclosedheld--Dec 31, 2024
Every row
7 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Retirement Plan for Employees of Concord HospitalThe Highclere International Investo103 12 iePooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan of Idaho Power CompanyThe Highclere International Investo103 12 iePooled vehicles$37.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan of Idaho Power CompanyThe Highclere International Investo103 12 iePooled vehicles$44.0M heldDisclosed holdingaskebsa.dol.gov

+4 more commitment rows

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed
  • Dec 31, 2024Holding endedinferenceAdvocate Aurora Health Pension Plan
    Advocate Aurora Health Pension Plan no longer reports The Highclere International Investo (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)
    with The Highclere International Investoaskebsa.dol.gov
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