DFX Intelligence
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, never a commitment amount.
- Public LPs
- 3
1 more commitment row
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
7 days of DFX Intelligence free, then $199/month unless canceled.
Public LPs
3
distinct allocators on the tape
Rows
3
across successive reports
Held, latest filings
$287M
one row per plan
Latest
Dec 31, 2024
effective date
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 3), never a fund size.3 allocators
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Engineers Agc Pension Plan of the Inland Empire | Not disclosed | held | - | - | Dec 31, 2024 |
| Sheet Metal Workers Local 98 Pension Fund | Not disclosed | held | - | - | Dec 31, 2024 |
| Teamster Affiliates Pension Plan | Not disclosed | held | - | - | Dec 31, 2024 |
Every row
4 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| 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 | 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 | Sheet Metal Workers Local 98 Pension Fund | Bnym Mellon Afl-Cio Bmcollective trust | Pooled vehicles | $77.2M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment row
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- Engineers Agc Pension Plan of the Inland Empire first reports an interest in Bnym Mellon Afl-Cio Bm: $72M at 2024-12-31with Bnym Mellon Afl-Cio Cf Sl Broad Mktaskebsa.dol.gov
- Teamster Affiliates Pension Plan first reports an interest in Bnym Mellon Afl-Cio Bm: $138M at 2024-12-31with Bnym Mellon Afl-Cio Cf Sl Broad Mktaskebsa.dol.gov
- Sheet Metal Workers Local 98 Pension Fund first reports an interest in Bnym Mellon Afl-Cio Bm: $69M at 2023-12-31with Bnym Mellon Afl-Cio Cf Sl Broad Mktaskebsa.dol.gov