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
Invesco Global Trust Company
EIN 133459790
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
3
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
1 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| UBS Financial Services Inc. Pension Plan | 3 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2024 |
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
1 plans
- Plumbers & Steamfitters Local 166 Afl-Cio Pension Planplan years 2023
Commitment rows
3 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | UBS Financial Services Inc. Pension Plan | Ofigtc Emergining Markets Equity Fdcollective trust | Public equity | $13.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | UBS Financial Services Inc. Pension Plan | Ofigtc Emergining Markets Equity Fdcollective trust | Public equity | $14.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | UBS Financial Services Inc. Pension Plan | Ofigtc Emergining Markets Equity Fdcollective trust | Public equity | $15.1M held | Disclosed holding | askebsa.dol.gov |
What changed
- Dec 31, 2024Manager relationship endedinferencePlumbers & Steamfitters Local 166 Afl-Cio Pension PlanInvesco Global Trust Company no longer appears on Plumbers & Steamfitters Local 166 Afl-Cio Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Global Trust Companyaskebsa.dol.gov