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 Ctf Emerging Local Debt

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
12
across successive reports
Held, latest filings
$229M
one row per plan
Latest
Dec 31, 2024
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.

AllocatorDisclosedStateApprovedClosedReported
I.B.E.W. Local Union No. 90 Pension Fundn/aheld--Dec 31, 2024
Intermountain Ironworkers Pension Trustn/aheld--May 31, 2023
Plumbers & Steamfitters Local 118 Pension Plann/aheld--Dec 31, 2024
Shell Pension Plann/aheld--Dec 31, 2024
The Art Institute of Chicago Pension Plann/aheld--Dec 31, 2023
Every row
12 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024I.B.E.W. Local Union No. 90 Pension FundWTC Ctf Emerging Local Debtcollective trustPrivate credit$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Plumbers & Steamfitters Local 118 Pension PlanWTC Ctf Emerging Local Debtcollective trustPrivate credit$8.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Shell Pension PlanWTC Ctf Emerging Local Debtcollective trustPrivate credit$195M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I.B.E.W. Local Union No. 90 Pension FundWTC Ctf Emerging Local Debtcollective trustPrivate credit$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Plumbers & Steamfitters Local 118 Pension PlanWTC Ctf Emerging Local Debtcollective trustPrivate credit$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Art Institute of Chicago Pension PlanWTC Ctf Emerging Local Debtcollective trustPrivate credit$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Shell Pension PlanWTC Ctf Emerging Local Debtcollective trustPrivate credit$319M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Intermountain Ironworkers Pension TrustWTC Ctf Emerging Local Debtcollective trustPrivate credit$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Shell Pension PlanWTC Ctf Emerging Local Debtcollective trustPrivate credit$278M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Art Institute of Chicago Pension PlanWTC Ctf Emerging Local Debtcollective trustPrivate credit$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Plumbers & Steamfitters Local 118 Pension PlanWTC Ctf Emerging Local Debtcollective trustPrivate credit$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I.B.E.W. Local Union No. 90 Pension FundWTC Ctf Emerging Local Debtcollective trustPrivate credit$9.4M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.