DFX Intelligence

This manager's name, 1 more allocator, 1 more fund, 10 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

4 allocators

Allocator	Rows	Buckets	First	Latest
Michigan Bac Pension Fund	2	Fixed income	Apr 30, 2024	Apr 30, 2025
Forest Lawn Retirement Plan	2	Fixed income	Dec 31, 2023	Dec 31, 2024
RR Donnelley Pension Plan	2	Fixed income	Nov 30, 2023	Nov 30, 2024

+1 more allocator back this manager

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

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

Funds on the tape

4 vehicles

Long Duration Total Return Fund2 rows
Long Duration Total Return Bond Fun2 rows
Total Return Bond Fund2 rows

+1 more fund on the tape

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

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

Corporate and Taft-Hartley plans (Schedule C)

13 plans

Michigan Bac Pension Fundplan years
Forest Lawn Retirement Planplan years
SAN Francisco Symphony Retirement Planplan years

+10 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 Apr 30, 2025	Michigan Bac Pension Fund	Total Return Bond Fund103 12 ie	Fixed income	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Forest Lawn Retirement Plan	Long Duration Total Return Bond Funcollective trust	Fixed income	$408,407 held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2024	RR Donnelley Pension Plan	Long Duration Total Return Fundcollective trust	Fixed income	$29.8M 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 endedinferenceIBM Personal Pension 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

+13 connections on the graph

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