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

State Street S&p(r)500 Equal Weight

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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$68.5M

one row per plan

Latest

Dec 31, 2024

effective date

Plans holding an interest

2 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 2), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Cedars-Sinai Defined Benefit Retirement Plan	n/a	held	-	-	Dec 31, 2023
Pension Plan for Employees of Dartmouth-Hitchcock	n/a	held	-	-	Dec 31, 2024

Every row

3 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	Pension Plan for Employees of Dartmouth-Hitchcock	State Street S&p(r)500 Equal Weightcollective trust	Pooled vehicles	$10.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Cedars-Sinai Defined Benefit Retirement Plan	State Street S&p(r)500 Equal Weightcollective trust	Pooled vehicles	$57.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Cedars-Sinai Defined Benefit Retirement Plan	State Street S&p(r)500 Equal Weightcollective trust	Pooled vehicles	$50.4M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2024Holding startedPension Plan for Employees of Dartmouth-Hitchcock
Pension Plan for Employees of Dartmouth-Hitchcock first reports an interest in State Street S&p(r)500 Equal Weight: $11M at 2024-12-31
with State Street S&p(r)500 Equal Weightaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceCedars-Sinai Defined Benefit Retirement Plan
Cedars-Sinai Defined Benefit Retirement Plan no longer reports State Street S&p(r)500 Equal Weight (last held $58M at 2023-12-31; absent from the 2024-12-31 filing)
with State Street S&p(r)500 Equal Weightaskebsa.dol.gov