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.
Metis Real Assets Index Portfolio
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 3), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Beth Israel Lahey Health Defined Benefit Plan I | n/a | held | - | - | Jun 30, 2025 |
| Beth Israel Lahey Health Defined Benefit Plan II | n/a | held | - | - | Jun 30, 2025 |
| International Painters and Allied Trades Industry Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Beth Israel Lahey Health Defined Benefit Plan I | Metis Real Assets Index Portfolio103 12 ie | Real assets | $32.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Beth Israel Lahey Health Defined Benefit Plan II | Metis Real Assets Index Portfolio103 12 ie | Real assets | $21.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Painters and Allied Trades Industry Pension Plan | Metis Real Assets Index Portfoliocollective trust | Real assets | $77.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | International Painters and Allied Trades Industry Pension Plan | Metis Real Assets Index Portfoliocollective trust | Real assets | $71.3M held | Disclosed holding | askebsa.dol.gov |
- Beth Israel Lahey Health Defined Benefit Plan II first reports an interest in Metis Real Assets Index Portfolio: $21M at 2025-06-30with Metis Real Assets Index Portfolioaskebsa.dol.gov
- Beth Israel Lahey Health Defined Benefit Plan I first reports an interest in Metis Real Assets Index Portfolio: $33M at 2025-06-30with Metis Real Assets Index Portfolioaskebsa.dol.gov
- International Painters and Allied Trades Industry Pension Plan first reports an interest in Metis Real Assets Index Portfolio: $71M at 2023-12-31with Metis Real Assets Index Portfolioaskebsa.dol.gov