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

BNY Mellon Newton Global Real Retur

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
23
across successive reports
Held, latest filings
$112M
one row per plan
Latest
Aug 31, 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.

AllocatorDisclosedStateApprovedClosedReported
Arvos Ljungstrom LLC Pension Plan for Hourly Employeesn/aheld--Dec 31, 2024
Iron Workers' Local No. 25 Pension Fundn/aheld--Apr 30, 2024
Mannington Pension Plan and Trustn/aheld--Dec 31, 2023
Mannington Resilient Hourly Pension Plan and Trustn/aheld--Dec 31, 2022
Martinrea Fabco Hot Stampings, Inc. Hourly Employees Retirement Plann/aheld--Dec 31, 2022
Regions Financial Corporation Retirement Plan for Associatesn/aheld--Dec 31, 2024
Retirement Plan for Employees of Lighthouse Internationaln/aheld--Dec 31, 2024
Riviana Foods Inc. Pasta Group Retirement Plann/aheld--Dec 31, 2023
Teamsters Local Union No. 727 Pension Plann/aheld--Feb 28, 2023
United Food and Commercial Workers Local 1546 Pension Plann/aheld--Aug 31, 2025
Wells Fargo & Company Cash Balance Plann/aheld--Dec 31, 2023
Every row
23 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Aug 31, 2025United Food and Commercial Workers Local 1546 Pension PlanBNY Mellon Newton Global Real Returcollective trustPooled vehicles$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of Lighthouse InternationalBNY Mellon Newton Global Real Returcollective trustPooled vehicles$815,897 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Regions Financial Corporation Retirement Plan for AssociatesBNY Mellon Newton Global Real Returcollective trustPooled vehicles$36.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Arvos Ljungstrom LLC Pension Plan for Hourly EmployeesBNY Mellon Newton Global Real Returcollective trustPooled vehicles$495,611 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024United Food and Commercial Workers Local 1546 Pension PlanBNY Mellon Newton Global Real Returcollective trustPooled vehicles$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Iron Workers' Local No. 25 Pension FundBNY Mellon Newton Global Real Returcollective trustPooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Riviana Foods Inc. Pasta Group Retirement PlanBNY Mellon Newton Global Real Returcollective trustPooled vehicles$952,252 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Lighthouse InternationalBNY Mellon Newton Global Real Returcollective trustPooled vehicles$774,892 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Arvos Ljungstrom LLC Pension Plan for Hourly EmployeesBNY Mellon Newton Global Real Returcollective trustPooled vehicles$492,014 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mannington Pension Plan and TrustBNY Mellon Newton Global Real Returcollective trustPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Regions Financial Corporation Retirement Plan for AssociatesBNY Mellon Newton Global Real Returcollective trustPooled vehicles$33.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wells Fargo & Company Cash Balance PlanBNY Mellon Newton Global Real Returcollective trustPooled vehicles$32.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023United Food and Commercial Workers Local 1546 Pension PlanBNY Mellon Newton Global Real Returcollective trustPooled vehicles$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Iron Workers' Local No. 25 Pension FundBNY Mellon Newton Global Real Returcollective trustPooled vehicles$28.9M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Teamsters Local Union No. 727 Pension PlanBNY Mellon Newton Global Real Returcollective trustPooled vehicles$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mannington Resilient Hourly Pension Plan and TrustBNY Mellon Newton Global Real Returcollective trustPooled vehicles$815,023 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mannington Pension Plan and TrustBNY Mellon Newton Global Real Returcollective trustPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Arvos Ljungstrom LLC Pension Plan for Hourly EmployeesBNY Mellon Newton Global Real Returcollective trustPooled vehicles$457,931 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Regions Financial Corporation Retirement Plan for AssociatesBNY Mellon Newton Global Real Returcollective trustPooled vehicles$40.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Lighthouse InternationalBNY Mellon Newton Global Real Returcollective trustPooled vehicles$810,400 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Martinrea Fabco Hot Stampings, Inc. Hourly Employees Retirement PlanBNY Mellon Newton Global Real Returcollective trustPooled vehicles$499,284 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Riviana Foods Inc. Pasta Group Retirement PlanBNY Mellon Newton Global Real Returcollective trustPooled vehicles$965,911 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wells Fargo & Company Cash Balance PlanBNY Mellon Newton Global Real Returcollective trustPooled vehicles$41.7M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.