U.S. Core Partners Collective Inves

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, never a commitment amount.

Public LPs
21

18 more limited partners and 55 more commitment rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Public LPs
21
distinct allocators on the tape
Rows
21
across successive reports
Held, latest filings
$211M
one row per plan
Latest
Jul 31, 2025
effective date

Plans holding an interest

21 allocators
AllocatorDisclosedStateApprovedClosedReported
Administrative District Council 1 Pension FundNot disclosedheld--May 31, 2025
Amalgamated Transit Union Pension Plan for International Officers and EmployeesNot disclosedheld--Dec 31, 2024
Automobile Mechanics' Local No. 701 Pension FundNot disclosedheld--Dec 31, 2024

+18 more limited partners in this fund

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Every row

58 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jul 31, 2025Plumbers & Pipefitters Local Unions 502 & 633 PensU.S. Core Partners Collective Invescollective trustPooled vehicles$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Plumbers and Steamfitters Local 102 Pension PlanU.S. Core Partners Collective Invescollective trustPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Plumbers Local No. 8 Pension PlanU.S. Core Partners Collective Invescollective trustPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov

+55 more commitment rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed