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.
Invesco Core Plus Fixed Income Trus
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.
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 8), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Ironworkers Local Union No. 167 Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Local 298 Pension Fund | n/a | held | - | - | Dec 31, 2024 |
| Local 868 I. B. of T. Pension Fund | n/a | held | - | - | Mar 31, 2025 |
| Marble Industry Pension Trust Fund | n/a | held | - | - | Dec 31, 2024 |
| Masters, Mates & Pilots Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Pointers, Cleaners, & Caulkers Pension Fund | n/a | held | - | - | Jun 30, 2025 |
| Recycling and General Industrial Union Local 108 Pension Fund | n/a | held | - | - | Dec 31, 2024 |
| Stone Setters Pension Fund Local 84 | n/a | held | - | - | Dec 31, 2024 |
- Ironworkers Local Union No. 167 Pension Plan first reports an interest in Invesco Core Plus Fixed Income Trus: $10M at 2024-12-31with Invesco Core Plus Fixed Income Trusaskebsa.dol.gov