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

Institutional Large Cap Core Equity

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
2
distinct allocators on the tape
Rows
2
across successive reports
Held, latest filings
$111M
one row per plan
Latest
Dec 31, 2022
effective date
Plans holding an interest
2 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 2), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Teamsters Local 639 - Employers Pension Trust Fundn/aheld--Dec 31, 2022
Teamsters' Local 301 Pension Plann/aheld--Dec 31, 2022
Every row
2 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2022Teamsters' Local 301 Pension PlanInstitutional Large Cap Core Equitycollective trustPublic equity$52.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Teamsters Local 639 - Employers Pension Trust FundInstitutional Large Cap Core Equitycollective trustPublic equity$58.2M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Dec 31, 2023Holding endedinferenceTeamsters' Local 301 Pension Plan
    Teamsters' Local 301 Pension Plan no longer reports Institutional Large Cap Core Equity (last held $53M at 2022-12-31; absent from the 2023-12-31 filing)
    with Institutional Large Cap Core Equityaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceTeamsters Local 639 - Employers Pension Trust Fund
    Teamsters Local 639 - Employers Pension Trust Fund no longer reports Institutional Large Cap Core Equity (last held $58M at 2022-12-31; absent from the 2023-12-31 filing)
    with Institutional Large Cap Core Equityaskebsa.dol.gov