Wtc-Cif II Smid Cap Research Equity

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
4

1 more limited partner and 8 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.

Public LPs
4
distinct allocators on the tape
Rows
4
across successive reports
Held, latest filings
$10.5M
one row per plan
Latest
Dec 31, 2024
effective date

Plans holding an interest

4 allocators
AllocatorDisclosedStateApprovedClosedReported
Blue Cross and Blue Shield of Kansas City Pension PlanNot disclosedheld--Dec 31, 2024
Herc Rentals Pension PlanNot disclosedheld--Dec 31, 2023
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service AssociationNot disclosedheld--Dec 31, 2024

+1 more limited partner in this fund

Every name, record and relationship behind this count, with the source on each.

Every row

11 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Blue Cross and Blue Shield of Kansas City Pension PlanWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service AssociationWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024United Hardware Distributing Co. Non-Union Employees' Pension Plan and TrustWtc-Cif II Smid Cap Research Equitycollective trustPublic equity$368,014 heldDisclosed holdingaskebsa.dol.gov

+8 more commitment rows

Every name, record and relationship behind this count, with the source on each.

What changed

No dated events.