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

TCW Capital Trust

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

$697,781

one row per plan

Latest

Apr 30, 2024

effective date

Plans holding an interest

9 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 9), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Automotive Machinists Pension Plan	n/a	held	-	-	Sep 30, 2023
Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a	n/a	held	-	-	Dec 31, 2022
Desert States Employers & Ufcw Unions Pension Plan	n/a	held	-	-	Dec 31, 2022
I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a	n/a	held	-	-	Dec 31, 2023
Operating Engineers Pension Trust	n/a	held	-	-	Jun 30, 2023
Operating Engineers' Local 324 Pension Fund	n/a	held	-	-	Apr 30, 2024
Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525	n/a	held	-	-	Jun 30, 2023
Southern California Pipe Trades Retirement Fund	n/a	held	-	-	Dec 31, 2022
Western States Carpenters Pension Plan	n/a	held	-	-	Dec 31, 2022

Every row

11 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Apr 30, 2024	Operating Engineers' Local 324 Pension Fund	TCW Capital Trustcollective trust	Pooled vehicles	$57,228 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a	TCW Capital Trustcollective trust	Pooled vehicles	$57,120 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Automotive Machinists Pension Plan	TCW Capital Trustcollective trust	Pooled vehicles	$101,361 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Operating Engineers Pension Trust	TCW Capital Trustcollective trust	Pooled vehicles	$182,308 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525	TCW Capital Trustcollective trust	Pooled vehicles	$31,578 held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2023	Operating Engineers' Local 324 Pension Fund	TCW Capital Trustcollective trust	Pooled vehicles	$57,228 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a	TCW Capital Trustcollective trust	Pooled vehicles	$49,996 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Southern California Pipe Trades Retirement Fund	TCW Capital Trustcollective trust	Pooled vehicles	$83,733 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a	TCW Capital Trustcollective trust	Pooled vehicles	$48,081 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Western States Carpenters Pension Plan	TCW Capital Trustcollective trust	Pooled vehicles	$17,117 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Desert States Employers & Ufcw Unions Pension Plan	TCW Capital Trustcollective trust	Pooled vehicles	$117,340 held	Disclosed holding	askebsa.dol.gov

What changed

Apr 30, 2025Holding endedinferenceOperating Engineers' Local 324 Pension Fund
Operating Engineers' Local 324 Pension Fund no longer reports TCW Capital Trust (last held $57,228 at 2024-04-30; absent from the 2025-04-30 filing)
with TCW Capital Trustaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceI.B.E.W. Local Union No 357 Pension Trust Fund, Plan a
I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a no longer reports TCW Capital Trust (last held $57,120 at 2023-12-31; absent from the 2024-12-31 filing)
with TCW Capital Trustaskebsa.dol.gov
Sep 30, 2024Holding endedinferenceAutomotive Machinists Pension Plan
Automotive Machinists Pension Plan no longer reports TCW Capital Trust (last held $101,361 at 2023-09-30; absent from the 2024-09-30 filing)
with TCW Capital Trustaskebsa.dol.gov
Jun 30, 2024Holding endedinferencePension and Retirement Plan of Plumbers and Pipefitters Union Local 525
Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525 no longer reports TCW Capital Trust (last held $31,578 at 2023-06-30; absent from the 2024-06-30 filing)
with TCW Capital Trustaskebsa.dol.gov
Jun 30, 2024Holding endedinferenceOperating Engineers Pension Trust
Operating Engineers Pension Trust no longer reports TCW Capital Trust (last held $182,308 at 2023-06-30; absent from the 2024-06-30 filing)
with TCW Capital Trustaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceSouthern California Pipe Trades Retirement Fund
Southern California Pipe Trades Retirement Fund no longer reports TCW Capital Trust (last held $83,733 at 2022-12-31; absent from the 2023-12-31 filing)
with TCW Capital Trustaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceDesert States Employers & Ufcw Unions Pension Plan
Desert States Employers & Ufcw Unions Pension Plan no longer reports TCW Capital Trust (last held $117,340 at 2022-12-31; absent from the 2023-12-31 filing)
with TCW Capital Trustaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceConstruction Industry and Laborers Joint Pension Trust for So Nevada, Plan a
Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a no longer reports TCW Capital Trust (last held $49,996 at 2022-12-31; absent from the 2023-12-31 filing)
with TCW Capital Trustaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceWestern States Carpenters Pension Plan
Western States Carpenters Pension Plan no longer reports TCW Capital Trust (last held $17,117 at 2022-12-31; absent from the 2023-12-31 filing)
with TCW Capital Trustaskebsa.dol.gov