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

Pimco Collective Investment 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
10
distinct allocators on the tape
Rows
25
across successive reports
Held, latest filings
$257M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
10 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 10), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
I.B.E.W. Local 38 Pension Plann/aheld--Apr 30, 2025
International Union of Operating Engineers Local 14-14b Pension Fdn/aheld--Jun 30, 2025
International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Plann/aheld--Dec 31, 2024
Oregon Laborers-Employers Pension Plann/aheld--Dec 31, 2024
Pension and Annuity Plan of the Bricklayers Pension Fundn/aheld--Dec 31, 2024
Radio, Tv & Recording Arts Pension Fundn/aheld--Dec 31, 2023
Retirement Plan for Employees of Evraz Stratcor Inc.n/aheld--Dec 31, 2024
Sheet Metal Workers Local Union No 71 Pension Plann/aheld--May 31, 2023
Stone Setters Pension Fund Local 84n/aheld--Dec 31, 2024
Usaa Pension Plann/aheld--Dec 31, 2022
Every row
25 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025International Union of Operating Engineers Local 14-14b Pension FdPimco Collective Investment Trustcollective trustPooled vehicles$51.4M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025I.B.E.W. Local 38 Pension PlanPimco Collective Investment Trustcollective trustPooled vehicles$80.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension and Annuity Plan of the Bricklayers Pension FundPimco Collective Investment Trustcollective trustPooled vehicles$12.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension PlanPimco Collective Investment Trustcollective trustPooled vehicles$45.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of Evraz Stratcor Inc.Pimco Collective Investment Trustcollective trustPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Oregon Laborers-Employers Pension PlanPimco Collective Investment Trustcollective trustPooled vehicles$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Stone Setters Pension Fund Local 84Pimco Collective Investment Trustcollective trustPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024International Union of Operating Engineers Local 14-14b Pension FdPimco Collective Investment Trustcollective trustPooled vehicles$47.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024I.B.E.W. Local 38 Pension PlanPimco Collective Investment Trustcollective trustPooled vehicles$64.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Oregon Laborers-Employers Pension PlanPimco Collective Investment Trustcollective trustPooled vehicles$20.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Stone Setters Pension Fund Local 84Pimco Collective Investment Trustcollective trustPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension and Annuity Plan of the Bricklayers Pension FundPimco Collective Investment Trustcollective trustPooled vehicles$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Evraz Stratcor Inc.Pimco Collective Investment Trustcollective trustPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension PlanPimco Collective Investment Trustcollective trustPooled vehicles$43.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Radio, Tv & Recording Arts Pension FundPimco Collective Investment Trustcollective trustPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023International Union of Operating Engineers Local 14-14b Pension FdPimco Collective Investment Trustcollective trustPooled vehicles$44.4M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Sheet Metal Workers Local Union No 71 Pension PlanPimco Collective Investment Trustcollective trustPooled vehicles$504,269 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023I.B.E.W. Local 38 Pension PlanPimco Collective Investment Trustcollective trustPooled vehicles$55.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Stone Setters Pension Fund Local 84Pimco Collective Investment Trustcollective trustPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Evraz Stratcor Inc.Pimco Collective Investment Trustcollective trustPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Radio, Tv & Recording Arts Pension FundPimco Collective Investment Trustcollective trustPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension PlanPimco Collective Investment Trustcollective trustPooled vehicles$40.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Oregon Laborers-Employers Pension PlanPimco Collective Investment Trustcollective trustPooled vehicles$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension and Annuity Plan of the Bricklayers Pension FundPimco Collective Investment Trustcollective trustPooled vehicles$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Usaa Pension PlanPimco Collective Investment Trustcollective trustPooled vehicles$38.6M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Dec 31, 2024Holding endedinferenceRadio, Tv & Recording Arts Pension Fund
    Radio, Tv & Recording Arts Pension Fund no longer reports Pimco Collective Investment Trust (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
    with Pimco Collective Investment Trustaskebsa.dol.gov
  • May 31, 2024Holding endedinferenceSheet Metal Workers Local Union No 71 Pension Plan
    Sheet Metal Workers Local Union No 71 Pension Plan no longer reports Pimco Collective Investment Trust (last held $504,269 at 2023-05-31; absent from the 2024-05-31 filing)
    with Pimco Collective Investment Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceUsaa Pension Plan
    Usaa Pension Plan no longer reports Pimco Collective Investment Trust (last held $39M at 2022-12-31; absent from the 2023-12-31 filing)
    with Pimco Collective Investment Trustaskebsa.dol.gov