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

Brandywine Global Multi-Sector Fund

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
1
distinct allocators on the tape
Rows
1
across successive reports
Held, latest filings
$3.8M
one row per plan
Latest
May 31, 2024
effective date
Plans holding an interest
1 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 1), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
I.B.E.W. Local 490 Pension Fundn/aheld--May 31, 2024
Every row
1 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of May 31, 2024I.B.E.W. Local 490 Pension FundBrandywine Global Multi-Sector Fundcollective trustPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
What changed
  • May 31, 2025Holding endedinferenceI.B.E.W. Local 490 Pension Fund
    I.B.E.W. Local 490 Pension Fund no longer reports Brandywine Global Multi-Sector Fund (last held $4M at 2024-05-31; absent from the 2025-05-31 filing)
    with Brandywine Global Multi-Sector Fundaskebsa.dol.gov
  • May 31, 2024Holding startedI.B.E.W. Local 490 Pension Fund
    I.B.E.W. Local 490 Pension Fund first reports an interest in Brandywine Global Multi-Sector Fund: $4M at 2024-05-31
    with Brandywine Global Multi-Sector Fundaskebsa.dol.gov