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
Schroder Investment Management Nort
EIN 134064414
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
28
Schedule C investment manager rows
Who backs this manager
1 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan | 3 | 0 | Pooled vehicles | Dec 31, 2022 | Dec 31, 2024 |
Funds on the tape
1 vehicles
- Common Collective Trust3 rows
Corporate and Taft-Hartley plans (Schedule C)
28 plans
- I.B.E.W. Local Union No 357 Pension Trust Fund, Plan aplan years 2023
- Michelin Retirement Planplan years 2023
- Electrical Workers Pension Plan Local 103 I.B.E.W.plan years 2023
- Aedc Contractors Employee Pension Planplan years 2023
- Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acctplan years 2023
- United Association National Pension Fundplan years 2023
- Marion General Hospital Employees' Retirement Planplan years 2023
- National Elevator Industry Pension Planplan years 2023
- California Ironworkers Field Pension Trustplan years 2023
- Operating Engineers' Local 324 Pension Fundplan years 2023
- Eighth District Electrical Pension Fundplan years 2023
- The National Football League Club Employees Pension Planplan years 2023
- Pipefitters Union Local No. 537 Pension Fundplan years 2023
- Siemens Pension Planplan years 2022
- The Southern Company Pension Planplan years 2022
- International Painters and Allied Trades Industry Pension Planplan years 2022
- Cooperative Pension Planplan years 2022
- Alaska Electrical Pension Planplan years 2022
- Transit Management of Southeast Louisiana, Inc. Retirement Income Planplan years 2022
- Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trustplan years 2022
- Employees Security Fund of the Elec Ind Pension Planplan years 2022
- Siemens Energy, Inc. Pension Planplan years 2022
- Retirement Plan of Idaho Power Companyplan years 2022
- Southern California Lumber Industry Retirement Fundplan years 2022
- Target Corporation Pension Planplan years 2022
- Deseret Mutual Master Retirement Planplan years 2022
- Brown Health Defined Benefit Retirement Planplan years 2022
- Christiana Care Health Services, Inc. Retirement Planplan years 2022
Commitment rows
3 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan | Common Collective Trustcollective trust | Pooled vehicles | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan | Common Collective Trustcollective trust | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan | Common Collective Trustcollective trust | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov |
What changed
- Schroder Investment Management Nort no longer appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Schroder Investment Management Nortaskebsa.dol.gov
- Schroder Investment Mgmt no longer appears on California Ironworkers Field Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Schroder Investment Management Nortaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceI.B.E.W. Local Union No 357 Pension Trust Fund, Plan aSchroder Investment Mgmt N. America no longer appears on I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Schroder Investment Management Nortaskebsa.dol.gov
- Schroder Investment Management Nort appears on Operating Engineers' Local 324 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Schroder Investment Management Nortaskebsa.dol.gov
- Schroder Investment Management no longer appears on Siemens Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Schroder Investment Management Nortaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlue Cross and Blue Shield of Massachusetts, Inc. Retirement Income TrustSchroders no longer appears on Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Schroder Investment Management Nortaskebsa.dol.gov
- Schroder Investment Mgt no longer appears on A&e Television Networks, LLC. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Schroder Investment Management Nortaskebsa.dol.gov
- Schroder Investment Mgmt N. America appears on I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a's Schedule C as investment manager (plan year 2023 vs 2022)with Schroder Investment Management Nortaskebsa.dol.gov
- Schroder Investment Management Nort no longer appears on Operating Engineers' Local 324 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Schroder Investment Management Nortaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceChristiana Care Health Services, Inc. Retirement PlanSchroders no longer appears on Christiana Care Health Services, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Schroder Investment Management Nortaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBlue Cross and Blue Shield of Massachusetts, Inc. Retirement Income TrustSchroders appears on Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust's Schedule C as investment manager (plan year 2023 vs 2022)with Schroder Investment Management Nortaskebsa.dol.gov