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.
Boston Trust Walden Small Cap Cit
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 3), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| IBT Consolidated Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Ufcw Consolidated Pension Fund | n/a | held | - | - | Dec 31, 2024 |
| Ufcw Local 23 & Giant Eagle Pension Fund | n/a | held | - | - | Dec 31, 2024 |
- Ufcw Consolidated Pension Fund first reports an interest in Boston Trust Walden Small Cap Cit: $46M at 2023-12-31with Boston Trust Walden Small Cap Citaskebsa.dol.gov
- IBT Consolidated Pension Plan first reports an interest in Boston Trust Walden Small Cap Cit: $2M at 2023-12-31with Boston Trust Walden Small Cap Citaskebsa.dol.gov