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

State Street Intermediate U.S. Cred

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
19
distinct allocators on the tape
Rows
32
across successive reports
Held, latest filings
$702M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
19 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 19), never a fund size.

Every row
32 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025Phibro Animal Health Corporation Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Beth Israel Lahey Health Defined Benefit Plan IState Street Intermediate U.S. Credcollective trustPooled vehicles$108M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Beth Israel Lahey Health Defined Benefit Plan IIState Street Intermediate U.S. Credcollective trustPooled vehicles$26.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Wellesley Coll Pension Pln for Classified Ofc and Svc EesState Street Intermediate U.S. Credcollective trustPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Major League Baseball Players Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$22.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Auto Club Group Cash Value Plan Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$60.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Niagara Mohawk Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$47.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sandvik Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$226M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024The Maryland State Education Association Pension Plan and TrustState Street Intermediate U.S. Credcollective trustPooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Phibro Animal Health Corporation Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Wellesley Coll Pension Pln for Classified Ofc and Svc EesState Street Intermediate U.S. Credcollective trustPooled vehicles$162,476 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Major League Baseball Players Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$22.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Auto Club Group Cash Value Plan Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$62.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Niagara Mohawk Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$51.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sandvik Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$223M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023The Maryland State Education Association Pension Plan and TrustState Street Intermediate U.S. Credcollective trustPooled vehicles$52,380 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023The Clorox Company Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Phibro Animal Health Corporation Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Wellesley Coll Pension Pln for Classified Ofc and Svc EesState Street Intermediate U.S. Credcollective trustPooled vehicles$139,464 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Major League Baseball Players Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Central Pension Fund of the Iuoe & Participating EmployersState Street Intermediate U.S. Credcollective trustPooled vehicles$144M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022UR Medicine Home Care, Certified Services, Inc. Cash Balance Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$153,471 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nicholas H. Noyes Memorial Hospital Employees' Retirement PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$219,672 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Castle & Cooke, Inc.State Street Intermediate U.S. Credcollective trustPooled vehicles$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pacific Clay Products & United Steelworkers of America Union Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sandvik Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$162M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jones Memorial Hospital Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$278,315 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Niagara Mohawk Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$125M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sun-Maid Growers of California Defined Benefit Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Frozen Pension Plan for Employees of American Property Casualty Insurance AssociationState Street Intermediate U.S. Credcollective trustPooled vehicles$665,426 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Medco Health Solutions, Inc. Cash Balance Retirement PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$24.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Auto Club Group Cash Value Plan Pension PlanState Street Intermediate U.S. Credcollective trustPooled vehicles$58.3M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.