This manager's name, 6 more allocators, 23 more funds, 10 more corporate plans and 95 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.
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Private markets manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| The Lozier Corporation Pension Plan and Trust | 34 | 0 | Fixed income, Pooled vehicles, Public equity, Real estate, Real assets | Dec 31, 2022 | Dec 31, 2024 | |
| Virtua Pension Equity Plan | 24 | 0 | Pooled vehicles, Public equity, Fixed income, Real estate | Dec 31, 2022 | Dec 31, 2023 | |
| Delta Dental of California Cash Balance Retirement Plan | 11 | 0 | Pooled vehicles, Fixed income | Dec 31, 2022 | Dec 31, 2024 |
+6 more allocators back this manager
Every name, record and relationship behind this count, with the source on each.
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- 11 rows
- 14 Year Ldi Fixed Income Fund10 rows
- A fund of this manager8 rows
+23 more funds on the tape
Every name, record and relationship behind this count, with the source on each.
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- Delta Dental of California Cash Balance Retirement Planplan years
- The Uaw Labor-Management Group Pension Planplan years
- The Lozier Corporation Pension Plan and Trustplan 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.
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | The Lozier Corporation Pension Plan and Trust | 14 Year Ldi Fixed Income Fundcollective trust | Fixed income | $56.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loral Pension Plan | A fund of this managercollective trust | Fixed income | $23.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust | Short-Term Investment Fundcollective trust | Cash | $564,961 held | Disclosed holding | askebsa.dol.gov |
+95 more commitment rows
Every name, record and relationship behind this count, with the source on each.
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- with this manageraskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceRetirement Income Plan for Employees of Armstrong Flooring, Inc.with this manageraskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe Southern California Edison Company Retirement PlanLogan Circle Ldi no longer appears on The Southern California Edison Company Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with this manageraskebsa.dol.gov
- with this manageraskebsa.dol.gov
This record sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+14 connections on the graph
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