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

Msci Emerging Markets Free Fund

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
11
distinct allocators on the tape
Rows
30
across successive reports
Held, latest filings
$246M
one row per plan
Latest
Apr 30, 2025
effective date
Plans holding an interest
11 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 11), never a fund size.

Every row
30 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Apr 30, 2025Employees' Retirement Plan of John Wiley & Sons,inc.Msci Emerging Markets Free Fundcollective trustPublic equity$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Enbridge Gas Ohio Union Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Citigroup Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Liberty Mutual Retirement Benefit PlanMsci Emerging Markets Free Fundcollective trustPublic equity$115M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Enbridge Employee Services, Inc. Employees' Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$15.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmorgan Chase Retirement PlanMsci Emerging Markets Free Fundcollective trustPublic equity$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N. Atlantic States Carp. Pension FundMsci Emerging Markets Free Fundcollective trustPublic equity$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N. Atlantic States Carp. Guaranteed Annuity FundMsci Emerging Markets Free Fundcollective trustPublic equity$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wiltel Communications, LLC Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jefferies Employees' Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$588,850 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Employees' Retirement Plan of John Wiley & Sons,inc.Msci Emerging Markets Free Fundcollective trustPublic equity$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Enbridge Employee Services, Inc. Employees' Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$870,000 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wiltel Communications, LLC Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jefferies Employees' Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$720,369 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Citigroup Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Liberty Mutual Retirement Benefit PlanMsci Emerging Markets Free Fundcollective trustPublic equity$109M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmorgan Chase Retirement PlanMsci Emerging Markets Free Fundcollective trustPublic equity$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N. Atlantic States Carp. Guaranteed Annuity FundMsci Emerging Markets Free Fundcollective trustPublic equity$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N. Atlantic States Carp. Pension FundMsci Emerging Markets Free Fundcollective trustPublic equity$25.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Kohler Co. Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$64.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Employees' Retirement Plan of John Wiley & Sons,inc.Msci Emerging Markets Free Fundcollective trustPublic equity$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N. Atlantic States Carp. Guaranteed Annuity FundMsci Emerging Markets Free Fundcollective trustPublic equity$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Kohler Co. Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$60.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Citigroup Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmorgan Chase Retirement PlanMsci Emerging Markets Free Fundcollective trustPublic equity$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Liberty Mutual Retirement Benefit PlanMsci Emerging Markets Free Fundcollective trustPublic equity$94.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Enbridge Employee Services, Inc. Employees' Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$796,000 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wiltel Communications, LLC Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N. Atlantic States Carp. Pension FundMsci Emerging Markets Free Fundcollective trustPublic equity$87.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jefferies Employees' Pension PlanMsci Emerging Markets Free Fundcollective trustPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Dec 31, 2024Holding endedinferenceKohler Co. Pension Plan
    Kohler Co. Pension Plan no longer reports Msci Emerging Markets Free Fund (last held $64M at 2023-12-31; absent from the 2024-12-31 filing)
    with Msci Emerging Markets Free Fundaskebsa.dol.gov