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 Emerging Markets Small

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
6
distinct allocators on the tape
Rows
15
across successive reports
Held, latest filings
$199M
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
6 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 6), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Building Trades United Pension Trust Fund Milwaukee and Vicinityn/aheld--May 31, 2025
Ibew Local 701 Pension Fundn/aheld--May 31, 2025
Iron Workers Pension Plan of Western Pennsylvanian/aheld--Dec 31, 2024
NEW England Teamsters Pension Fundn/aheld--Sep 30, 2025
Plumbers' Pension Fund, Local 130, U.A.n/aheld--May 31, 2025
Sheet Metal Workers' Local 73 Pension Fundn/aheld--Jun 30, 2025
Every row
15 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025NEW England Teamsters Pension FundState Street Emerging Markets Smallcollective trustPublic equity$57.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Sheet Metal Workers' Local 73 Pension FundState Street Emerging Markets Smallcollective trustPublic equity$19.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Building Trades United Pension Trust Fund Milwaukee and VicinityState Street Emerging Markets Smallcollective trustPublic equity$70.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Ibew Local 701 Pension FundState Street Emerging Markets Smallcollective trustPublic equity$14.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Plumbers' Pension Fund, Local 130, U.A.State Street Emerging Markets Smallcollective trustPublic equity$32.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Iron Workers Pension Plan of Western PennsylvaniaState Street Emerging Markets Smallcollective trustPublic equity$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024NEW England Teamsters Pension FundState Street Emerging Markets Smallcollective trustPublic equity$53.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Sheet Metal Workers' Local 73 Pension FundState Street Emerging Markets Smallcollective trustPublic equity$20.0M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Plumbers' Pension Fund, Local 130, U.A.State Street Emerging Markets Smallcollective trustPublic equity$26.0M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Building Trades United Pension Trust Fund Milwaukee and VicinityState Street Emerging Markets Smallcollective trustPublic equity$67.4M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Ibew Local 701 Pension FundState Street Emerging Markets Smallcollective trustPublic equity$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023NEW England Teamsters Pension FundState Street Emerging Markets Smallcollective trustPublic equity$56.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Sheet Metal Workers' Local 73 Pension FundState Street Emerging Markets Smallcollective trustPublic equity$19.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Ibew Local 701 Pension FundState Street Emerging Markets Smallcollective trustPublic equity$9.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Building Trades United Pension Trust Fund Milwaukee and VicinityState Street Emerging Markets Smallcollective trustPublic equity$56.1M heldDisclosed holdingaskebsa.dol.gov
What changed