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.
Columbia Tr US High Yld Bond Fd Ins
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 |
|---|---|---|---|---|---|
| Iuoe Local 98 Pension Plan | n/a | held | - | - | Dec 31, 2025 |
| Minnesota Teamsters Construction Division Pension Fund | n/a | held | - | - | Nov 30, 2024 |
| Southern California Plastering Institute Pension Trust Fund | n/a | held | - | - | Dec 31, 2024 |
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Iuoe Local 98 Pension Plan | Columbia Tr US High Yld Bond Fd Inscollective trust | Fixed income | $12.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Iuoe Local 98 Pension Plan | Columbia Tr US High Yld Bond Fd Inscollective trust | Fixed income | $11.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Southern California Plastering Institute Pension Trust Fund | Columbia Tr US High Yld Bond Fd Inscollective trust | Fixed income | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Minnesota Teamsters Construction Division Pension Fund | Columbia Tr US High Yld Bond Fd Inscollective trust | Fixed income | $11.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | Minnesota Teamsters Construction Division Pension Fund | Columbia Tr US High Yld Bond Fd Inscollective trust | Fixed income | $6.8M held | Disclosed holding | askebsa.dol.gov |
- Southern California Plastering Institute Pension Trust Fund first reports an interest in Columbia Tr US High Yld Bond Fd Ins: $3M at 2024-12-31with Columbia Tr US High Yld Bond Fd Insaskebsa.dol.gov
- Iuoe Local 98 Pension Plan first reports an interest in Columbia Tr US High Yld Bond Fd Ins: $11M at 2024-12-31with Columbia Tr US High Yld Bond Fd Insaskebsa.dol.gov