DFX Intelligence
Bhms Large Cap Value Fund
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
- 3
2 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Public LPs
3
distinct allocators on the tape
Rows
3
across successive reports
Held, latest filings
$88.1M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
How limited partners are countedOne 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 3), never a fund size.3 allocators
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Ibew 332 Pension Plan - Part a | Not disclosed | held | - | - | Dec 31, 2024 |
| Local 670 Pension Plan | Not disclosed | held | - | - | Dec 31, 2022 |
| Northern California Tile Industry Defined Benefit Pension Plan | Not disclosed | held | - | - | Dec 31, 2024 |
Every row
5 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Ibew 332 Pension Plan - Part a | Bhms Large Cap Value Fundcollective trust | Public equity | $37.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Northern California Tile Industry Defined Benefit Pension Plan | Bhms Large Cap Value Fundcollective trust | Public equity | $30.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Northern California Tile Industry Defined Benefit Pension Plan | Bhms Large Cap Value Fundcollective trust | Public equity | $27.1M held | Disclosed holding | askebsa.dol.gov |
+2 more commitment rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Ibew 332 Pension Plan - Part a first reports an interest in Bhms Large Cap Value Fund: $38M at 2024-12-31with Bhms Large Cap Value Fundaskebsa.dol.gov
- Local 670 Pension Plan no longer reports Bhms Large Cap Value Fund (last held $21M at 2022-12-31; absent from the 2023-12-31 filing)with Bhms Large Cap Value Fundaskebsa.dol.gov