DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Fund

Wtc-Cif II Smid Cap Research Equity

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan’s interest in the vehicle at its plan year end as filed on Schedule D Part I, a holding value and never a commitment amount; the sponsor printed on the schedule is the manager when a node carries its EIN.

Public LPs
5
distinct allocators on the tape
Rows
13
across successive reports
Held, latest filings
$102M
one row per plan
Latest
Oct 31, 2025
effective date
Plans holding an interest
5 allocators

One line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 5), never a fund size.

Every row
13 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Oct 31, 2025Local 703, I.B of T., Grocery & Food Employees' Pension PlanWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pipe Trades District Council No 36 Pension TrustWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$13.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024U. a. Local No. 159 Defined Benefit PlanWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Newspaper Guild International Pension PlanWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement PlanWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$67.3M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Local 703, I.B of T., Grocery & Food Employees' Pension PlanWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pipe Trades District Council No 36 Pension TrustWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023U. a. Local No. 159 Defined Benefit PlanWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Newspaper Guild International Pension PlanWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement PlanWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$74.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pipe Trades District Council No 36 Pension TrustWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement PlanWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$93.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022U. a. Local No. 159 Defined Benefit PlanWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$8.8M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.