DFX Intelligence

This manager's name and 4 more corporate plans

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 in Massachusetts

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

2 allocators

Allocator	Rows	Re-ups	Disclosed $	Buckets	First	Latest
Retirement Plan for Employees of Texas Scottish Rite Hospital for Children	1	0		Pooled vehicles	Jun 30, 2023	Jun 30, 2023
Unicare Retirement Plan	1	0		Private credit	Dec 31, 2022	Dec 31, 2022

Funds on the tape

2 vehicles

A fund of this manager1 row
A fund of this manager1 row

Corporate and Taft-Hartley plans (Schedule C)

7 plans

Retirement Plan for Employees of Texas Scottish Rite Hospital for Childrenplan years 2023
Unicare Retirement Planplan years 2022
National Elevator Industry Pension Planplan 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

2 rows

Date	Allocator	Fund	Bucket	Amount	Vintage	Status	Source
as of Jun 30, 2023	Retirement Plan for Employees of Texas Scottish Rite Hospital for Children	A fund of this managercollective trust	Pooled vehicles	$18.2M held		Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Unicare Retirement Plan	A fund of this managercollective trust	Private credit	$14.8M held		Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2024Manager relationship endedinferenceNational Elevator Industry Pension Plan
with this manageraskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceRetirement Plan for Employees of Texas Scottish Rite Hospital for Children
with this manageraskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceUnicare Retirement Plan
with this manageraskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceUnum Group Pension Plan
with this manageraskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceAmerican Electric Power System Retirement Plan
with this manageraskebsa.dol.gov

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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.

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Record history

1 identity change on the change ledger, latest first

Merged in
2026-09-15

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+9 connections on the graph

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