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
Baille Gifford
EIN 223438530
Public LPs on the tape
2
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
15
Schedule C investment manager rows
Who backs this manager
2 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Voya Retirement Plan | 1 | 0 | Pooled vehicles | Dec 31, 2024 | Dec 31, 2024 | |
| Presbyterian Healthcare Services Employees' Pension Plan II | 1 | 0 | Pooled vehicles | Dec 31, 2022 | Dec 31, 2022 |
Funds on the tape
2 vehicles
Corporate and Taft-Hartley plans (Schedule C)
15 plans
- Frontier Communications Pension Planplan years 2023
- Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2plan years 2023
- Shands Healthcare Pension Plan IIplan years 2023
- The 2017 Employees' Pension Plan of Battelle Memorial Instituteplan years 2023
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Instituteplan years 2023
- BOY Scouts of America Master Pension Trust - Boy Scouts of America Retirement Plan for Employeesplan years 2023
- Metallus Inc. Bargaining Unit Pension Planplan years 2022
- Retirement Security Planplan years 2022
- Sysco Corporation Retirement Planplan years 2022
- Firstenergy Corp. Master Pension Planplan years 2022
- 3m Employee Retirement Income Planplan years 2022
- Timkensteel Corporation Retirement Planplan years 2022
- Blue Shield of California Employees Retirement Planplan years 2022
- Gannett Retirement Planplan years 2022
- COX Enterprises, Inc. Pension Planplan years 2022
Commitment rows
2 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Voya Retirement Plan | Baillie Gifford Intl. Alpha Fund Clcollective trust | Pooled vehicles | $25.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Presbyterian Healthcare Services Employees' Pension Plan II | Baillie Gifford Eafe Fundcollective trust | Pooled vehicles | $11.6M held | Disclosed holding | askebsa.dol.gov |
What changed
- Voya Retirement Plan first reports an interest in Baillie Gifford Intl. Alpha Fund Cl (Baille Gifford): $26M at 2024-12-31with Baille Giffordaskebsa.dol.gov
- Baillie Gifford Overseas Limited no longer appears on Timkensteel Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Baille Giffordaskebsa.dol.gov
- Baillie Gifford Overseas Limited no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Baille Giffordaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceElectrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2Baillie Gifford Overseas Ltd. no longer appears on Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2's Schedule C as investment manager (plan year 2024 vs 2023)with Baille Giffordaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceEmployees' Retirement Plan of the National Education AssociationBaillie Gifford Overseas Ltd appears on Employees' Retirement Plan of the National Education Association's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Baille Giffordaskebsa.dol.gov
- Presbyterian Healthcare Services Employees' Pension Plan II no longer reports Baillie Gifford Eafe Fund (Baille Gifford) (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)with Baille Giffordaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe 2017 Employees' Pension Plan of Battelle Memorial InstituteBaillie Gifford Overseas, Ltd. no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)with Baille Giffordaskebsa.dol.gov
- Baille Gifford appears on Frontier Communications Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Baille Giffordaskebsa.dol.gov