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

Aristotle Collective Investment Tru

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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$686M

one row per plan

Latest

Sep 30, 2025

effective date

Plans holding an interest

18 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 18), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Abc-Nabet Retirement Trust Fund	n/a	held	-	-	Dec 31, 2024
Asbestos Workers L 24 Pen Fd Def Benefit Plan	n/a	held	-	-	Jun 30, 2025
Banquet Employees - Unions Pension Trust Fund	n/a	held	-	-	Dec 31, 2024
Bsa-Ila Pension Plan	n/a	held	-	-	Sep 30, 2025
Care New England Pension Plan	n/a	held	-	-	Dec 31, 2024
Ibew Local Union No. 861 Pension and Retirement Fund	n/a	held	-	-	Dec 31, 2024
Iron Workers District Council of New England Pension Fund	n/a	held	-	-	Dec 31, 2024
M&t Bank Corporation Pension Plan	n/a	held	-	-	Dec 31, 2024
Milwaukee Drivers Pension Plan	n/a	held	-	-	Dec 31, 2024
Operating Engineers' Local 324 Pension Fund	n/a	held	-	-	Apr 30, 2025
Painters and Allied Trades District Council No. 35 Pension Fund	n/a	held	-	-	Jun 30, 2025
Pipefitters Union Local No. 537 Pension Fund	n/a	held	-	-	Feb 28, 2025
Rockwell Automation Pension Plan	n/a	held	-	-	Dec 31, 2024
Roofers Union Local 30 Combined Pension Fund	n/a	held	-	-	Dec 31, 2024
Teco Energy Group Retirement Plan	n/a	held	-	-	Dec 31, 2024
The Memorial Hospital Defined Benefit Pension Plan and Trust	n/a	held	-	-	Dec 31, 2024
Valero Energy Corporation Pension Plan	n/a	held	-	-	Dec 31, 2024
Western Washington Laborers-Employers Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

43 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Sep 30, 2025	Bsa-Ila Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$7.7M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Asbestos Workers L 24 Pen Fd Def Benefit Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$8.7M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Painters and Allied Trades District Council No. 35 Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$19.8M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	Operating Engineers' Local 324 Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$91.0M held	Disclosed holding	askebsa.dol.gov
as of Feb 28, 2025	Pipefitters Union Local No. 537 Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$24.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Roofers Union Local 30 Combined Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Teco Energy Group Retirement Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$58.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Banquet Employees - Unions Pension Trust Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$8.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	M&t Bank Corporation Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$15.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Care New England Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$7.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Memorial Hospital Defined Benefit Pension Plan and Trust	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Western Washington Laborers-Employers Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$87.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ibew Local Union No. 861 Pension and Retirement Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$4.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Abc-Nabet Retirement Trust Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$16.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Milwaukee Drivers Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$93.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Rockwell Automation Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$69.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Valero Energy Corporation Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$128M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Iron Workers District Council of New England Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$30.7M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Bsa-Ila Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$9.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Asbestos Workers L 24 Pen Fd Def Benefit Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Painters and Allied Trades District Council No. 35 Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$18.6M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	Operating Engineers' Local 324 Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$88.1M held	Disclosed holding	askebsa.dol.gov
as of Feb 29, 2024	Pipefitters Union Local No. 537 Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$22.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ibew Local Union No. 861 Pension and Retirement Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Valero Energy Corporation Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$130M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Rockwell Automation Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$64.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Roofers Union Local 30 Combined Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$6.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Abc-Nabet Retirement Trust Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$21.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Western Washington Laborers-Employers Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$81.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Banquet Employees - Unions Pension Trust Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$7.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Care New England Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$6.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Memorial Hospital Defined Benefit Pension Plan and Trust	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$6.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Painters and Allied Trades District Council No. 35 Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$16.9M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Asbestos Workers L 24 Pen Fd Def Benefit Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$7.0M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2023	Operating Engineers' Local 324 Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$74.2M held	Disclosed holding	askebsa.dol.gov
as of Feb 28, 2023	Pipefitters Union Local No. 537 Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$19.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Abc-Nabet Retirement Trust Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$25.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Roofers Union Local 30 Combined Pension Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$5.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Ibew Local Union No. 861 Pension and Retirement Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$4.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Western Washington Laborers-Employers Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$68.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Rockwell Automation Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$92.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Valero Energy Corporation Pension Plan	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$128M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Banquet Employees - Unions Pension Trust Fund	Aristotle Collective Investment Trucollective trust	Pooled vehicles	$7.4M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2024Holding startedIron Workers District Council of New England Pension Fund
Iron Workers District Council of New England Pension Fund first reports an interest in Aristotle Collective Investment Tru: $31M at 2024-12-31
with Aristotle Collective Investment Truaskebsa.dol.gov
Dec 31, 2024Holding startedMilwaukee Drivers Pension Plan
Milwaukee Drivers Pension Plan first reports an interest in Aristotle Collective Investment Tru: $93M at 2024-12-31
with Aristotle Collective Investment Truaskebsa.dol.gov
Dec 31, 2024Holding startedTeco Energy Group Retirement Plan
Teco Energy Group Retirement Plan first reports an interest in Aristotle Collective Investment Tru: $59M at 2024-12-31
with Aristotle Collective Investment Truaskebsa.dol.gov
Dec 31, 2023Holding startedCare New England Pension Plan
Care New England Pension Plan first reports an interest in Aristotle Collective Investment Tru: $6M at 2023-12-31
with Aristotle Collective Investment Truaskebsa.dol.gov
Dec 31, 2023Holding startedThe Memorial Hospital Defined Benefit Pension Plan and Trust
The Memorial Hospital Defined Benefit Pension Plan and Trust first reports an interest in Aristotle Collective Investment Tru: $6M at 2023-12-31
with Aristotle Collective Investment Truaskebsa.dol.gov