DFX Intelligence

This manager's name, 27 more allocators, 226 more corporate plans, 60 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.

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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

229

Schedule C investment manager rows

Who backs this manager

30 allocators

Allocator	Rows	Buckets	First	Latest
Cibc World Markets Retirement Plan for U.S. Employees	3	Fixed income	Oct 31, 2023	Oct 31, 2025
Keycorp Consolidated Cash Balance Plan	3	Fixed income	Sep 30, 2023	Sep 30, 2025
Motorists Mutual Retirement Plan	3	Fixed income	Dec 31, 2022	Dec 31, 2024

+27 more allocators back this manager

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

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Funds on the tape

2 vehicles

Long Term Govt Bond Index Fund61 rows
Long Term Government Bond Index Fun2 rows

Corporate and Taft-Hartley plans (Schedule C)

229 plans

The Fidelity Bank Pension Planplan years
Michelin Retirement Planplan years
Cibc World Markets Retirement Plan for U.S. Employeesplan years

+226 more corporate plans name this manager on Schedule C

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

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Commitment rows

63 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2025	The Fidelity Bank Pension Plan	Long Term Govt Bond Index Fundcollective trust	Fixed income	$8.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Cibc World Markets Retirement Plan for U.S. Employees	Long Term Govt Bond Index Fundcollective trust	Fixed income	$13.5M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Keycorp Consolidated Cash Balance Plan	Long Term Govt Bond Index Fundcollective trust	Fixed income	$83.3M held	Disclosed holding	askebsa.dol.gov

+60 more commitment rows

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

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What changed

Dec 31, 2024Holding startedDefined Benefit Retirement Plan for Dartmouth College Staff
$2.0Maskebsa.dol.gov
Dec 31, 2024Holding endedinferenceSmiths Group Pension Plan
$54.6Maskebsa.dol.gov
Dec 31, 2024Holding startedChristiana Care Health Services, Inc. Retirement Plan
$14.6Maskebsa.dol.gov
Dec 31, 2023Holding endedinferenceNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.
$4.2Maskebsa.dol.gov
Dec 31, 2023Holding startedZoological Society of San Diego Restated Pension Plan for Non-Union Employees
$11.0Maskebsa.dol.gov

+5 more dated events

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

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Capital chain

This record sits on 19 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 19 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

+230 connections on the graph

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