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.
State Street Msci Acwi Index Non-Le
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 2), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Beth Israel Lahey Health Defined Benefit Plan I | n/a | held | - | - | Jun 30, 2024 |
| Potlatchdeltic Retirement Plan | n/a | held | - | - | Dec 31, 2024 |
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Potlatchdeltic Retirement Plan | State Street Msci Acwi Index Non-Lecollective trust | Pooled vehicles | $34.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Beth Israel Lahey Health Defined Benefit Plan I | State Street Msci Acwi Index Non-Lecollective trust | Pooled vehicles | $98.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Beth Israel Lahey Health Defined Benefit Plan I | State Street Msci Acwi Index Non-Lecollective trust | Pooled vehicles | $209M held | Disclosed holding | askebsa.dol.gov |
- Beth Israel Lahey Health Defined Benefit Plan I no longer reports State Street Msci Acwi Index Non-Le (last held $98M at 2024-06-30; absent from the 2025-06-30 filing)with State Street Msci Acwi Index Non-Leaskebsa.dol.gov