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

Bnym Mellon Afl-Cio Cf Sl Broad Mkt

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

$287M

one row per plan

Latest

Dec 31, 2024

effective date

Plans holding an interest

3 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 3), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Engineers Agc Pension Plan of the Inland Empire	n/a	held	-	-	Dec 31, 2024
Sheet Metal Workers Local 98 Pension Fund	n/a	held	-	-	Dec 31, 2024
Teamster Affiliates Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

4 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	Engineers Agc Pension Plan of the Inland Empire	Bnym Mellon Afl-Cio Bmcollective trust	Pooled vehicles	$71.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Teamster Affiliates Pension Plan	Bnym Mellon Afl-Cio Bmcollective trust	Pooled vehicles	$138M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Sheet Metal Workers Local 98 Pension Fund	Bnym Mellon Afl-Cio Bmcollective trust	Pooled vehicles	$77.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Sheet Metal Workers Local 98 Pension Fund	Bnym Mellon Afl-Cio Bmcollective trust	Pooled vehicles	$68.7M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2024Holding startedEngineers Agc Pension Plan of the Inland Empire
Engineers Agc Pension Plan of the Inland Empire first reports an interest in Bnym Mellon Afl-Cio Bm: $72M at 2024-12-31
with Bnym Mellon Afl-Cio Cf Sl Broad Mktaskebsa.dol.gov
Dec 31, 2024Holding startedTeamster Affiliates Pension Plan
Teamster Affiliates Pension Plan first reports an interest in Bnym Mellon Afl-Cio Bm: $138M at 2024-12-31
with Bnym Mellon Afl-Cio Cf Sl Broad Mktaskebsa.dol.gov
Dec 31, 2023Holding startedSheet Metal Workers Local 98 Pension Fund
Sheet Metal Workers Local 98 Pension Fund first reports an interest in Bnym Mellon Afl-Cio Bm: $69M at 2023-12-31
with Bnym Mellon Afl-Cio Cf Sl Broad Mktaskebsa.dol.gov