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

Wtc-Cif Small Cap 2000 Portfolio

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
17
distinct allocators on the tape
Rows
21
across successive reports
Held, latest filings
$128M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
17 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 17), never a fund size.

Every row
21 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust FundWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan for Employees of Dartmouth-HitchcockWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Rudin Management Co. Inc. Employees' Pension TrustWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust FundWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Employees of Dartmouth-HitchcockWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$24.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust FundWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Culver Educational Foundation Retirement PlanWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$913,617 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Keystone Employees' Retirement PlanWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Santafe Healthcare, Inc. Pension PlanWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Highland Hospital of Rochester, NYWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Thomson Reuters Group Pension PlanWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Contran Corporation Pension PlanWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Programs of Nl Industries, Inc.Wtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$929,515 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022UR Medicine Home Care, Certified Services, Inc. Cash Balance Pension PlanWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$239,433 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nicholas H. Noyes Memorial Hospital Employees' Retirement PlanWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$209,504 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Vassar Brothers Hospital Pension PlanWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan of Circle Health, Inc.Wtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jones Memorial Hospital Pension PlanWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$532,218 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Painters and Allied Trades Industry Pension PlanWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$45.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Thompson Health Pension PlanWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan for Employees of Dartmouth-HitchcockWtc-Cif Small Cap 2000 Portfoliocollective trustPublic equity$28.0M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.