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

Equity Group Trust

103 12 ie (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

$746M

one row per plan

Latest

Dec 31, 2025

effective date

Plans holding an interest

19 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 19), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
1199 Seiu Regional Pension Fund	n/a	held	-	-	Dec 31, 2024
American Postal Workers Union Employees' Retirement Plan	n/a	held	-	-	Dec 31, 2024
American Postal Workers Union Health Plan Employee Pension Plan	n/a	held	-	-	Dec 31, 2024
American Postal Workers Union Health Plan Management Staff Pension Plan	n/a	held	-	-	Dec 31, 2024
American Postal Workers Union Officers' Qualified Retirement Plan	n/a	held	-	-	Dec 31, 2024
Communications Workers Local 1109 Pension Fund	n/a	held	-	-	Sep 30, 2025
Communications Workers of America Plan for Employees' Pensions	n/a	held	-	-	Dec 31, 2024
Connecticut Health Care Associates Pension Fund	n/a	held	-	-	Dec 31, 2024
DC 37 Local 389 Home Care Employees Pension Fund	n/a	held	-	-	Dec 31, 2024
I.U.O.E. Local 57 Pension Plan	n/a	held	-	-	Dec 31, 2025
Ibew Local 573 Pension Plan	n/a	held	-	-	Dec 31, 2024
Ibew Local Union No. 237 Pension Plan	n/a	held	-	-	Dec 31, 2024
International Union, United Mine Workers of America Pension Plan	n/a	held	-	-	Dec 31, 2024
Iron Workers Pension Trust Fund for Colorado	n/a	held	-	-	Mar 31, 2025
Kern County Electrical Workers Pension Fund	n/a	held	-	-	Dec 31, 2024
Local 803 Pension Fund	n/a	held	-	-	Dec 31, 2024
Mid-America Carpenters Regional Council Pension Fund	n/a	held	-	-	Jun 30, 2023
Plumbers and Steamfitters Loc 131 Pension Plan	n/a	held	-	-	Oct 31, 2023
Tropicana Casino and Resort Variable Annuity Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

53 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2025	I.U.O.E. Local 57 Pension Plan	Equity Group Trust103 12 ie	Public equity	$153M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Communications Workers Local 1109 Pension Fund	Equity Group Trustcollective trust	Public equity	$4.7M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Iron Workers Pension Trust Fund for Colorado	Equity Group Trust103 12 ie	Public equity	$9.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Tropicana Casino and Resort Variable Annuity Pension Plan	Equity Group Trust103 12 ie	Public equity	$7.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	I.U.O.E. Local 57 Pension Plan	Equity Group Trust103 12 ie	Public equity	$132M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	DC 37 Local 389 Home Care Employees Pension Fund	Equity Group Trustcollective trust	Public equity	$15.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ibew Local Union No. 237 Pension Plan	Equity Group Trust103 12 ie	Public equity	$8.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	American Postal Workers Union Health Plan Employee Pension Plan	Equity Group Trust103 12 ie	Public equity	$27.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	American Postal Workers Union Health Plan Management Staff Pension Plan	Equity Group Trust103 12 ie	Public equity	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	American Postal Workers Union Officers' Qualified Retirement Plan	Equity Group Trust103 12 ie	Public equity	$49.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Communications Workers of America Plan for Employees' Pensions	Equity Group Trust103 12 ie	Public equity	$59.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	1199 Seiu Regional Pension Fund	Equity Group Trust103 12 ie	Public equity	$115M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	International Union, United Mine Workers of America Pension Plan	Equity Group Trust103 12 ie	Public equity	$36.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Local 803 Pension Fund	Equity Group Trust103 12 ie	Public equity	$8.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ibew Local 573 Pension Plan	Equity Group Trust103 12 ie	Public equity	$30.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Kern County Electrical Workers Pension Fund	Equity Group Trust103 12 ie	Public equity	$97.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	American Postal Workers Union Employees' Retirement Plan	Equity Group Trust103 12 ie	Public equity	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Connecticut Health Care Associates Pension Fund	Equity Group Trust103 12 ie	Public equity	$41.4M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Communications Workers Local 1109 Pension Fund	Equity Group Trustcollective trust	Public equity	$13.7M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Iron Workers Pension Trust Fund for Colorado	Equity Group Trust103 12 ie	Public equity	$11.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Communications Workers of America Plan for Employees' Pensions	Equity Group Trust103 12 ie	Public equity	$24.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	1199 Seiu Regional Pension Fund	Equity Group Trustcollective trust	Public equity	$109M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	International Union, United Mine Workers of America Pension Plan	Equity Group Trust103 12 ie	Public equity	$36.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Tropicana Casino and Resort Variable Annuity Pension Plan	Equity Group Trustcollective trust	Public equity	$6.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	American Postal Workers Union Health Plan Employee Pension Plan	Equity Group Trust103 12 ie	Public equity	$26.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ibew Local Union No. 237 Pension Plan	Equity Group Trust103 12 ie	Public equity	$9.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	American Postal Workers Union Health Plan Management Staff Pension Plan	Equity Group Trust103 12 ie	Public equity	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	American Postal Workers Union Employees' Retirement Plan	Equity Group Trust103 12 ie	Public equity	$11.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	American Postal Workers Union Officers' Qualified Retirement Plan	Equity Group Trust103 12 ie	Public equity	$46.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Local 803 Pension Fund	Equity Group Trust103 12 ie	Public equity	$11.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ibew Local 573 Pension Plan	Equity Group Trust103 12 ie	Public equity	$28.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Kern County Electrical Workers Pension Fund	Equity Group Trust103 12 ie	Public equity	$91.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	I.U.O.E. Local 57 Pension Plan	Equity Group Trust103 12 ie	Public equity	$116M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Connecticut Health Care Associates Pension Fund	Equity Group Trust103 12 ie	Public equity	$41.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	DC 37 Local 389 Home Care Employees Pension Fund	Equity Group Trustcollective trust	Public equity	$16.3M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Plumbers and Steamfitters Loc 131 Pension Plan	Equity Group Trust103 12 ie	Public equity	$12.4M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Communications Workers Local 1109 Pension Fund	Equity Group Trustcollective trust	Public equity	$11.7M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Mid-America Carpenters Regional Council Pension Fund	Equity Group Trust103 12 ie	Public equity	$53.2M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Iron Workers Pension Trust Fund for Colorado	Equity Group Trust103 12 ie	Public equity	$12.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Ibew Local Union No. 237 Pension Plan	Equity Group Trust103 12 ie	Public equity	$8.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	American Postal Workers Union Health Plan Employee Pension Plan	Equity Group Trust103 12 ie	Public equity	$30.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Ibew Local 573 Pension Plan	Equity Group Trust103 12 ie	Public equity	$24.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	American Postal Workers Union Health Plan Management Staff Pension Plan	Equity Group Trust103 12 ie	Public equity	$6.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Local 803 Pension Fund	Equity Group Trust103 12 ie	Public equity	$12.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	1199 Seiu Regional Pension Fund	Equity Group Trustcollective trust	Public equity	$96.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Connecticut Health Care Associates Pension Fund	Equity Group Trust103 12 ie	Public equity	$39.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	DC 37 Local 389 Home Care Employees Pension Fund	Equity Group Trustcollective trust	Public equity	$15.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	International Union, United Mine Workers of America Pension Plan	Equity Group Trust103 12 ie	Public equity	$35.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	I.U.O.E. Local 57 Pension Plan	Equity Group Trust103 12 ie	Public equity	$101M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Kern County Electrical Workers Pension Fund	Equity Group Trust103 12 ie	Public equity	$77.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Tropicana Casino and Resort Variable Annuity Pension Plan	Equity Group Trustcollective trust	Public equity	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	American Postal Workers Union Employees' Retirement Plan	Equity Group Trust103 12 ie	Public equity	$11.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	American Postal Workers Union Officers' Qualified Retirement Plan	Equity Group Trust103 12 ie	Public equity	$45.4M held	Disclosed holding	askebsa.dol.gov

What changed

Jun 30, 2024Holding endedinferenceMid-America Carpenters Regional Council Pension Fund
Mid-America Carpenters Regional Council Pension Fund no longer reports Equity Group Trust (last held $53M at 2023-06-30; absent from the 2024-06-30 filing)
with Equity Group Trustaskebsa.dol.gov
Dec 31, 2023Holding startedCommunications Workers of America Plan for Employees' Pensions
Communications Workers of America Plan for Employees' Pensions first reports an interest in Equity Group Trust: $24M at 2023-12-31
with Equity Group Trustaskebsa.dol.gov