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

Legal & General Collective Trust Ms

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
11
distinct allocators on the tape
Rows
24
across successive reports
Held, latest filings
$363M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
11 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 11), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
AON Retirement Pension Plann/aheld--Dec 31, 2024
Brown Health Defined Benefit Retirement Plann/aheld--Dec 31, 2024
Consolidated Retirement Plan of Dole Food Company, Inc.n/aheld--Dec 31, 2024
Hawaii Pacific Health Retirement Plann/aheld--Dec 31, 2022
Iron Workers District Council of Tn Valley & Vicinity Pension Plann/aheld--Dec 31, 2024
Lakeview Memorial Hospital Association, Inc. Employees' Pension Plann/aheld--Dec 31, 2024
Miami Ironworkers Local 272 Pension Trust Fundn/aheld--Sep 30, 2024
NO Calif Glaziers, Architectural Metal and Glassworkers Pension Plann/aheld--Jun 30, 2023
Plumbers & Pipefitters Local Union No. 74 Pension Fundn/aheld--Dec 31, 2024
Sheet Metal Workers' National Pension Fundn/aheld--Dec 31, 2024
Truist Financial Corporation Pension Plann/aheld--Dec 31, 2024
Every row
24 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Sheet Metal Workers' National Pension FundLegal & General Collective Trust Mscollective trustPooled vehicles$244M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Iron Workers District Council of Tn Valley & Vicinity Pension PlanLegal & General Collective Trust Mscollective trustPooled vehicles$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Consolidated Retirement Plan of Dole Food Company, Inc.Legal & General Collective Trust Mscollective trustPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Plumbers & Pipefitters Local Union No. 74 Pension FundLegal & General Collective Trust Mscollective trustPooled vehicles$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Brown Health Defined Benefit Retirement PlanLegal & General Collective Trust Mscollective trustPooled vehicles$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Retirement Pension PlanLegal & General Collective Trust Mscollective trustPooled vehicles$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Truist Financial Corporation Pension PlanLegal & General Collective Trust Mscollective trustPooled vehicles$8.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Lakeview Memorial Hospital Association, Inc. Employees' Pension PlanLegal & General Collective Trust Mscollective trustPooled vehicles$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Miami Ironworkers Local 272 Pension Trust FundLegal & General Collective Trust Mscollective trustPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Plumbers & Pipefitters Local Union No. 74 Pension FundLegal & General Collective Trust Mscollective trustPooled vehicles$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers' National Pension FundLegal & General Collective Trust Mscollective trustPooled vehicles$271M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Retirement Pension PlanLegal & General Collective Trust Mscollective trustPooled vehicles$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Brown Health Defined Benefit Retirement PlanLegal & General Collective Trust Mscollective trustPooled vehicles$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Lakeview Memorial Hospital Association, Inc. Employees' Pension PlanLegal & General Collective Trust Mscollective trustPooled vehicles$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Consolidated Retirement Plan of Dole Food Company, Inc.Legal & General Collective Trust Mscollective trustPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Miami Ironworkers Local 272 Pension Trust FundLegal & General Collective Trust Mscollective trustPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023NO Calif Glaziers, Architectural Metal and Glassworkers Pension PlanLegal & General Collective Trust Mscollective trustPooled vehicles$32.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Retirement Pension PlanLegal & General Collective Trust Mscollective trustPooled vehicles$20.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lakeview Memorial Hospital Association, Inc. Employees' Pension PlanLegal & General Collective Trust Mscollective trustPooled vehicles$17.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Consolidated Retirement Plan of Dole Food Company, Inc.Legal & General Collective Trust Mscollective trustPooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sheet Metal Workers' National Pension FundLegal & General Collective Trust Mscollective trustPooled vehicles$225M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Brown Health Defined Benefit Retirement PlanLegal & General Collective Trust Mscollective trustPooled vehicles$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Truist Financial Corporation Pension PlanLegal & General Collective Trust Mscollective trustPooled vehicles$216M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hawaii Pacific Health Retirement PlanLegal & General Collective Trust Mscollective trustPooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.