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.

Fund

Msci Acwi Index Nl Fund

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 and never a commitment amount; the sponsor printed on the schedule is the manager when a node carries its EIN.

Public LPs
11
distinct allocators on the tape
Rows
28
across successive reports
Held, latest filings
$515M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
11 allocators

One line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 11), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Banco Santander USA Offices Retirement Plann/aheld--Dec 31, 2022
Columbia University Retirement Plan - Local 241, Transport Workers Union of American/aheld--Jun 30, 2025
Frozen Pension Plan for Employees of American Property Casualty Insurance Associationn/aheld--Dec 31, 2024
Retirement Plan for Building and Maintenance Employees of Columbia University Propertiesn/aheld--Jun 30, 2025
Retirement Plan for Employees of Sun Pacific Shippers, L.P.n/aheld--Dec 31, 2023
Retirement Security Plann/aheld--Dec 31, 2024
Schlage Lock Company LLC Pension Plann/aheld--Dec 31, 2024
Sunsweet Hourly Pension Plann/aheld--Dec 31, 2024
The Talbots, Inc. Pension Plann/aheld--Dec 31, 2024
Upper Peninsula Power Company Retirement Plann/aheld--Dec 31, 2024
YUM Brands Retirement Plann/aheld--Dec 31, 2024
Every row
28 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025Retirement Plan for Building and Maintenance Employees of Columbia University PropertiesMsci Acwi Index Nl Fundcollective trustPooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Columbia University Retirement Plan - Local 241, Transport Workers Union of AmericaMsci Acwi Index Nl Fundcollective trustPooled vehicles$42.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sunsweet Hourly Pension PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$559,965 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Security PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$138M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024YUM Brands Retirement PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$212M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Talbots, Inc. Pension PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$25.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Frozen Pension Plan for Employees of American Property Casualty Insurance AssociationMsci Acwi Index Nl Fundcollective trustPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Upper Peninsula Power Company Retirement PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$25.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schlage Lock Company LLC Pension PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$21.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Retirement Plan for Building and Maintenance Employees of Columbia University PropertiesMsci Acwi Index Nl Fundcollective trustPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Columbia University Retirement Plan - Local 241, Transport Workers Union of AmericaMsci Acwi Index Nl Fundcollective trustPooled vehicles$40.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Security PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$50.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Upper Peninsula Power Company Retirement PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$27.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schlage Lock Company LLC Pension PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Frozen Pension Plan for Employees of American Property Casualty Insurance AssociationMsci Acwi Index Nl Fundcollective trustPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023YUM Brands Retirement PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$213M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Sun Pacific Shippers, L.P.Msci Acwi Index Nl Fundcollective trustPooled vehicles$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Talbots, Inc. Pension PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$27.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sunsweet Hourly Pension PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$153,693 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Columbia University Retirement Plan - Local 241, Transport Workers Union of AmericaMsci Acwi Index Nl Fundcollective trustPooled vehicles$35.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Retirement Plan for Building and Maintenance Employees of Columbia University PropertiesMsci Acwi Index Nl Fundcollective trustPooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sunsweet Hourly Pension PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$239,204 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Banco Santander USA Offices Retirement PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$32.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Security PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$225M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Talbots, Inc. Pension PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Upper Peninsula Power Company Retirement PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schlage Lock Company LLC Pension PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$20.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022YUM Brands Retirement PlanMsci Acwi Index Nl Fundcollective trustPooled vehicles$179M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.