DFX Intelligence

This manager's name, 21 more corporate plans, 3 more commitment rows and 5 more dated events

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
XL America, Inc. Retirement Plan	3	Private credit	Dec 31, 2022	Dec 31, 2024
The Estee Lauder Companies Retirement Growth Account Plan	2	Fixed income	Dec 31, 2023	Dec 31, 2024
The Chart Pension Plan	1	Pooled vehicles	Dec 31, 2023	Dec 31, 2023

Funds on the tape

3 vehicles

Corporate and Taft-Hartley plans (Schedule C)

24 plans

The Estee Lauder Companies Retirement Growth Account Planplan years
XL America, Inc. Retirement Planplan years
The Chart Pension Planplan years

+21 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

6 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	XL America, Inc. Retirement Plan	A fund of this managercollective trust	Private credit	$13.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Estee Lauder Companies Retirement Growth Account Plan	A fund of this managercollective 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

+3 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 startedPension Plan for Certain Inactive Participants of American Water Works Company, Inc. and Its Designa
with this manageraskebsa.dol.gov
Dec 31, 2024Manager relationship startedPension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries
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
Dec 31, 2024Manager relationship endedinferenceBlue Cross Blue Shield of Michigan Employees' Retirement Account Plan
with this manageraskebsa.dol.gov
Dec 31, 2024Manager relationship startedPension Plan a for Employees of Consumer Energy Company
with this manageraskebsa.dol.gov

+5 more dated events

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

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

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

+24 connections on the graph

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