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.
Loomis Sayles Small Midcap Core Tru
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.
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 6), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| BAC Local No. 1 Washington Pension Trust | n/a | held | - | - | Dec 31, 2024 |
| Bricklayers' Pension Trust Fund-Metropolitan Area | n/a | held | - | - | Apr 30, 2025 |
| Paintmakers Pension Plan | n/a | held | - | - | Mar 31, 2025 |
| Plumbers Lu 690 Metal Trades Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Sheet Metal Workers Local Union No 71 Pension Plan | n/a | held | - | - | May 31, 2025 |
| Ufcw Unions and Participating Employers Pension Plan | n/a | held | - | - | Dec 31, 2024 |