Equity Group Trust
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, never a commitment amount.
- Public LPs
- 19
16 more limited partners and 50 more commitment rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Plans holding an interest
How limited partners are countedOne 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 | Not disclosed | held | - | - | Dec 31, 2024 |
| American Postal Workers Union Employees' Retirement Plan | Not disclosed | held | - | - | Dec 31, 2024 |
| American Postal Workers Union Health Plan Employee Pension Plan | Not disclosed | held | - | - | Dec 31, 2024 |
+16 more limited partners in this fund
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Every row
| Date | Allocator | Fund | Bucket | Amount | Vintage | 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 |
+50 more commitment rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- 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
- Communications Workers of America Plan for Employees' Pensions first reports an interest in Equity Group Trust: $24M at 2023-12-31with Equity Group Trustaskebsa.dol.gov