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.
Multi-Employer Property Trust
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 5), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| American Hospital Association Retirement Plan | n/a | held | - | - | Dec 31, 2019 |
| Hawaii Electricians Pension Plan | n/a | held | - | - | Sep 30, 2023 |
| Houston Hospitals, Inc. Retirement Plan | n/a | held | - | - | Feb 29, 2024 |
| RR Donnelley Pension Plan | n/a | held | - | - | Nov 30, 2024 |
| Steamfitters Local #449 Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Steamfitters Local #449 Pension Plan | Blackrock Russell 1000 Indexcollective trust | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | RR Donnelley Pension Plan | Blackrock Russell 1000 Indexcollective trust | Pooled vehicles | $8.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | Houston Hospitals, Inc. Retirement Plan | Blackrock Russell 1000 Indexcollective trust | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Steamfitters Local #449 Pension Plan | Blackrock Russell 1000 Indexcollective trust | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | RR Donnelley Pension Plan | Blackrock Russell 1000 Indexcollective trust | Pooled vehicles | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Hawaii Electricians Pension Plan | Blackrock Russell 1000 Indexcollective trust | Pooled vehicles | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2023 | Houston Hospitals, Inc. Retirement Plan | Blackrock Russell 1000 Indexcollective trust | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Steamfitters Local #449 Pension Plan | Blackrock Russell 1000 Indexcollective trust | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2019 | American Hospital Association Retirement Plan | Blackrock Russell 1000 Indexcollective trust | Pooled vehicles | $41,492 held | Disclosed holding | askebsa.dol.gov |