DFX Intelligence

This manager's name, 4 more corporate plans and 4 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
Retirement Plan for Employees of Multicare Health System	3	Public equity	Dec 31, 2022	Dec 31, 2024
Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico	3	Fixed income	Dec 31, 2022	Dec 31, 2024
Retirement Plan for Employees of Meadville Medical Center	1	Fixed income	Jun 30, 2023	Jun 30, 2023

Funds on the tape

2 vehicles

Capital Group Long Duration Govt Tr4 rows
Capital Group International Equity3 rows

Corporate and Taft-Hartley plans (Schedule C)

7 plans

Retirement Plan for Employees of Multicare Health Systemplan years
Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Ricoplan years
Retirement Plan for Employees of Meadville Medical Centerplan years 2023

+4 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

7 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	Retirement Plan for Employees of Multicare Health System	Capital Group International Equitycollective trust	Public equity	$9.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico	Capital Group Long Duration Govt Trcollective trust	Fixed income	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Employees of Multicare Health System	Capital Group International Equitycollective trust	Public equity	$10.7M held	Disclosed holding	askebsa.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, 2024Manager relationship endedinferenceRetirement Plan for Employees of Meadville Medical Center
with this manageraskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceCentris Federal Credit Union Retirement Plan
with this manageraskebsa.dol.gov
Dec 31, 2023Manager relationship startedIdaho National Laboratory Employee Retirement Plan
Capital Group appears on Idaho National Laboratory Employee Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with this manageraskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceRetirement Plan of the Jewish Federations of North America
American Funds no longer appears on Retirement Plan of the Jewish Federations of North America's Schedule C as investment manager (plan year 2023 vs 2022)
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

+9 connections on the graph

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