DFX Intelligence

This manager's name, 6 more corporate plans 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 $249/month unless canceled.

Private markets manager

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
SFB Casualty Ins Co Retirement Plan	3	Pooled vehicles	Jun 30, 2023	Jun 30, 2025
Southern Farm Bureau Life Insurance Company Retirement Plan	3	Pooled vehicles	Jun 30, 2023	Jun 30, 2025
Iacna Portable Pension Plan	2	Pooled vehicles	Dec 31, 2023	Dec 31, 2024

Funds on the tape

1 vehicle

A fund of this manager8 rows

Corporate and Taft-Hartley plans (Schedule C)

9 plans

Southern Farm Bureau Life Insurance Company Retirement Planplan years
SFB Casualty Ins Co Retirement Planplan years
Iacna Portable Pension Planplan years

+6 more corporate plans 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 $249/month unless canceled.

Commitment rows

8 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Jun 30, 2025	SFB Casualty Ins Co Retirement Plan	A fund of this managercollective trust	Pooled vehicles	$28.0M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Southern Farm Bureau Life Insurance Company Retirement Plan	A fund of this managercollective trust	Pooled vehicles	$6.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Iacna Portable Pension Plan	A fund of this managercollective trust	Pooled vehicles	$551,182 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 $249/month unless canceled.

What changed

Dec 31, 2024Manager relationship endedinferenceBlue Cross Blue Shield of Michigan Employees' Retirement Account Plan
with this manageraskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceBlue Cross Blue Shield of Michigan Represented Employees' Retirement Income Plan
with this manageraskebsa.dol.gov

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

+10 connections on the graph

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