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.

Manager

Baron Collective Investment

EIN 306492561
Public LPs on the tape
4
distinct allocators disclosing a fund
Commitment rows
12
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
1
Schedule C investment manager rows
Who backs this manager
4 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Automotive Machinists Pension Plan30Public equitySep 30, 2023Sep 30, 2025
Pension and Retirement Plan of Plumbers and Pipefitters Union Local 52530Public equityJun 30, 2023Jun 30, 2025
Pension Plan for Employees of Dartmouth-Hitchcock30Public equityDec 31, 2022Dec 31, 2024
I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a30Public equityDec 31, 2022Dec 31, 2024
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
1 plans
Commitment rows
12 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Automotive Machinists Pension PlanBaron Emerging Markets Coll Inv Fdcollective trustPublic equity$30.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525Baron Emerging Markets Coll Inv Fdcollective trustPublic equity$27.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan for Employees of Dartmouth-HitchcockBaron Emerging Markets Coll Inv Fdcollective trustPublic equity$20.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024I.B.E.W. Local Union No 357 Pension Trust Fund, Plan aBaron Emerging Markets Coll Inv Fdcollective trustPublic equity$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Automotive Machinists Pension PlanBaron Emerging Markets Coll Inv Fdcollective trustPublic equity$24.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525Baron Emerging Markets Coll Inv Fdcollective trustPublic equity$22.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Employees of Dartmouth-HitchcockBaron Emerging Markets Coll Inv Fdcollective trustPublic equity$20.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I.B.E.W. Local Union No 357 Pension Trust Fund, Plan aBaron Emerging Markets Coll Inv Fdcollective trustPublic equity$16.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Automotive Machinists Pension PlanBaron Emerging Markets Coll Inv Fdcollective trustPublic equity$18.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525Baron Emerging Markets Coll Inv Fdcollective trustPublic equity$19.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan for Employees of Dartmouth-HitchcockBaron Emerging Markets Coll Inv Fdcollective trustPublic equity$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I.B.E.W. Local Union No 357 Pension Trust Fund, Plan aBaron Emerging Markets Coll Inv Fdcollective trustPublic equity$13.1M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Dec 31, 2024Manager relationship endedinferenceOncor Retirement Plan
    Baron Collective Investment no longer appears on Oncor Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Baron Collective Investmentaskebsa.dol.gov
  • Dec 31, 2023Manager relationship startedOncor Retirement Plan
    Baron Collective Investment appears on Oncor Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Baron Collective Investmentaskebsa.dol.gov