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

Emerging Markets Equity Trust

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
10
distinct allocators on the tape
Rows
19
across successive reports
Held, latest filings
$381M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
10 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 10), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
BD Retirement Plann/aheld--Sep 30, 2024
Dtts Pension Plann/aheld--May 31, 2024
Employees Pension Plan of Credit Suissen/aheld--Dec 31, 2022
Factory Mutual Insurance Company Pension Plann/aheld--Dec 31, 2023
Girl Scouts of the USA Retirement Plann/aheld--Dec 31, 2023
IAM National Pension Fundn/aheld--Dec 31, 2023
Marsh & Mclennan Companies Retirement Plann/aheld--Dec 31, 2022
National Girl Scout Council Retirement Plann/aheld--Dec 31, 2023
Pacific Gas and Electric Company Retirement Plann/aheld--Dec 31, 2024
Retirement Plan for Employees of Aetna Inc.n/aheld--Dec 31, 2023
Every row
19 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Pacific Gas and Electric Company Retirement PlanEmerging Markets Equity Trustcollective trustPublic equity$17.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024BD Retirement PlanEmerging Markets Equity Trustcollective trustPublic equity$34.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Dtts Pension PlanEmerging Markets Equity Trustcollective trustPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Factory Mutual Insurance Company Pension PlanEmerging Markets Equity Trustcollective trustPublic equity$22.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023IAM National Pension FundEmerging Markets Equity Trustcollective trustPublic equity$215M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pacific Gas and Electric Company Retirement PlanEmerging Markets Equity Trustcollective trustPublic equity$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023National Girl Scout Council Retirement PlanEmerging Markets Equity Trustcollective trustPublic equity$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Aetna Inc.Emerging Markets Equity Trustcollective trustPublic equity$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Girl Scouts of the USA Retirement PlanEmerging Markets Equity Trustcollective trustPublic equity$407,424 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023BD Retirement PlanEmerging Markets Equity Trustcollective trustPublic equity$25.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Dtts Pension PlanEmerging Markets Equity Trustcollective trustPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022National Girl Scout Council Retirement PlanEmerging Markets Equity Trustcollective trustPublic equity$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Marsh & Mclennan Companies Retirement PlanEmerging Markets Equity Trustcollective trustPublic equity$62.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Girl Scouts of the USA Retirement PlanEmerging Markets Equity Trustcollective trustPublic equity$877,857 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Factory Mutual Insurance Company Pension PlanEmerging Markets Equity Trustcollective trustPublic equity$22.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employees Pension Plan of Credit SuisseEmerging Markets Equity Trustcollective trustPublic equity$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022IAM National Pension FundEmerging Markets Equity Trustcollective trustPublic equity$208M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Aetna Inc.Emerging Markets Equity Trustcollective trustPublic equity$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pacific Gas and Electric Company Retirement PlanEmerging Markets Equity Trustcollective trustPublic equity$17.5M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.