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

Sierra Franklin Eafe Plus Equity Tr

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
9
distinct allocators on the tape
Rows
25
across successive reports
Held, latest filings
$204M
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
9 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 9), never a fund size.

Every row
25 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Hawaii Electricians Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Wisconsin Laborers' Pension FundSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Operating Engineers Local No. 825 Pension FundSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$56.3M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Construction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ibew Local 595 Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$27.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bricklayers & Allied Craftworkers Local No. 5 Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Central Pennsylvania Teamsters Defined Benefit PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$57.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Hawaii Electricians Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Wisconsin Laborers' Pension FundSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$17.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Operating Engineers Local No. 825 Pension FundSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$44.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Laborers Pension Trust Fund for Northern NevadaSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$8.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Construction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Central Pennsylvania Teamsters Defined Benefit PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$57.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bricklayers & Allied Craftworkers Local No. 5 Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ibew Local 595 Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$29.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Wisconsin Laborers' Pension FundSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Operating Engineers Local No. 825 Pension FundSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$42.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Construction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$18.7M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Laborers Pension Trust Fund for Northern NevadaSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$8.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Central Pennsylvania Teamsters Defined Benefit PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$52.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ibew Local 595 Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$27.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bricklayers & Allied Craftworkers Local No. 5 Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$6.9M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.