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
Northern Trust Investments
EIN 363608252
Public LPs on the tape
2
distinct allocators disclosing a fund
Commitment rows
4
1 dated closings
Disclosed commitments
$3.5B
sum of the LPs' own amounts; repeats across reports
Re-ups / new
1 / 0
the plans' own words
Corporate plans
15
Schedule C investment manager rows
Who backs this manager
2 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Steelworkers Pension Trust | 3 | 0 | Cash | Dec 31, 2022 | Dec 31, 2024 | |
| Texas Municipal Retirement System | 1 | 1 | $3.5B | Public equity | Jan 16, 2025 | Jan 16, 2025 |
Funds on the tape
2 vehicles
- NT Collective Short Term Inv3 rows
- Northern Trust Investments, Inc. separate account1 rows
Corporate and Taft-Hartley plans (Schedule C)
15 plans
- Paccar Inc Retirement Planplan years 2025
- Atlanta Ironworkers Local #387 Pension Planplan years 2024
- WK Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Planplan years 2024
- Plumbers & Pipefitters Local Union No. 74 Pension Fundplan years 2023
- Donnelley Financial Pension Planplan years 2023
- Nordson Corporation Salaried Employees Pension Planplan years 2023
- Sheet Metal Workers Pension Fund of Local Union No. 19plan years 2023
- Sekisui Kydex, LLC, Et Al Retirement Planplan years 2022
- The Art Institute of Chicago Pension Planplan years 2022
- Martin Marietta Pension Planplan years 2022
- Kimberly-Clark Corporation Pension Planplan years 2022
- Avon Products Inc Personal Retirement Account Planplan years 2022
- Automatic Data Processing Inc Pension Retirement Planplan years 2022
- Kirby Pension Planplan years 2022
- Sekisui Voltek, LLC Retirement Planplan years 2022
Commitment rows
4 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| Jan 16, 2025 | Texas Municipal Retirement System | Northern Trust Investments, Inc. separate accountseparate account | Public equity | $3.5B | Committed (dated)re-up | tmrs.com | |
| as of Dec 31, 2024 | Steelworkers Pension Trust | NT Collective Short Term Invcollective trust | Cash | $147M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Steelworkers Pension Trust | NT Collective Short Term Invcollective trust | Cash | $104M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Steelworkers Pension Trust | NT Collective Short Term Invcollective trust | Cash | $83.3M held | Disclosed holding | askebsa.dol.gov |
What changed
- Texas Municipal Retirement System commits $3.5B to Northern Trust Investments, Inc. separate account, closed 2025-01-16with Northern Trust Investmentstmrs.com
- Texas Municipal Retirement System re-ups with Northern Trust Investments: $3.5B to Northern Trust Investments, Inc. separate account (the minutes' own words)with Texas Municipal Retirement Systemtmrs.com
- Northern Trust Investments appears on Atlanta Ironworkers Local #387 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Northern Trust Investmentsaskebsa.dol.gov
- Northern Trust Investements Inc no longer appears on Kirby Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Northern Trust Investmentsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedWK Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension PlanNorthern Trust Investments Inc appears on WK Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Northern Trust Investmentsaskebsa.dol.gov
- Northern Trust Investments Inc no longer appears on Nordson Corporation Salaried Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Northern Trust Investmentsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceThe Retirement Plan of Rady Childrens Hospital and Health CenterNorthern Trust Investments Inc no longer appears on The Retirement Plan of Rady Childrens Hospital and Health Center's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Northern Trust Investmentsaskebsa.dol.gov
- Northern Trust no longer appears on Prysmian Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Northern Trust Investmentsaskebsa.dol.gov