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
BNY Mellon - Ir&m
EIN 821731865
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
2
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 |
|---|---|---|---|---|---|---|
| Truck Drivers & Helpers Local Union No. 355 Retirement Plan | 2 | 0 | Fixed income | Dec 31, 2023 | Dec 31, 2024 |
Funds on the tape
1 vehicles
- Ir&m Core Plus Bond2 rows
Corporate and Taft-Hartley plans (Schedule C)
1 plans
- Truck Drivers & Helpers Local Union No. 355 Retirement Planplan years 2024
Commitment rows
2 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Truck Drivers & Helpers Local Union No. 355 Retirement Plan | Ir&m Core Plus Bondcollective trust | Fixed income | $50.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Truck Drivers & Helpers Local Union No. 355 Retirement Plan | Ir&m Core Plus Bondcollective trust | Fixed income | $32.2M held | Disclosed holding | askebsa.dol.gov |
What changed
- Truck Drivers & Helpers Local Union No. 355 Retirement Plan first reports an interest in Ir&m Core Plus Bond (BNY Mellon - Ir&m): $32M at 2023-12-31with BNY Mellon - Ir&maskebsa.dol.gov