2 more commitment rows

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Eaton Vance Trust Company Collectiv

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan's interest in the vehicle at its plan year end as filed on Schedule D Part I: a holding value, never a commitment amount.

Public LPs
2
No date on record · this record
Public LPs
2
distinct allocators on the tape
Rows
2
across successive reports
Held, latest filings
$34.4M
one row per plan
Latest
Feb 28, 2025
effective date
Plans holding an interest
2 allocators
AllocatorDisclosedStateApprovedClosedReported
Pipefitters Union Local No. 537 Pension FundNot disclosedheld--Feb 28, 2025
Sheet Metal Workers' Local Union No. 9 Pension PlaNot disclosedheld--Dec 31, 2023
Every row
5 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Feb 28, 2025Pipefitters Union Local No. 537 Pension FundEaton Vance Trust Company Collectivcollective trustPooled vehicles$20.6M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Pipefitters Union Local No. 537 Pension FundEaton Vance Trust Company Collectivcollective trustPooled vehicles$19.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers' Local Union No. 9 Pension PlaEaton Vance Trust Company Collectivcollective trustPooled vehicles$13.9M heldDisclosed holdingaskebsa.dol.gov

+2 more commitment rows

Every name, record and relationship behind this count, with the source on each.

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