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

Russell Small Cap 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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$87.5M

one row per plan

Latest

Jul 31, 2025

effective date

Plans holding an interest

15 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 15), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Arkema Inc. Retirement Benefits Plan	n/a	held	-	-	Dec 31, 2024
Bodine Aluminum, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2022
British Airways Plc Pension Plan (U.S.A.)	n/a	held	-	-	Mar 31, 2025
Dechert LLP Pension Plan for Staff Employees	n/a	held	-	-	Dec 31, 2023
Mercedes-Benz USA, LLC Pension Plan	n/a	held	-	-	Dec 31, 2022
Retirement Plan for Employees of Southwest Gas Corporation	n/a	held	-	-	Jul 31, 2025
Saks Fifth Avenue Pension Plan	n/a	held	-	-	Dec 31, 2024
Salaried Employees' Retirement Plan of the Eastern Company	n/a	held	-	-	Apr 30, 2025
Scripps Pension Plan (journal Publishing Company)	n/a	held	-	-	Dec 31, 2024
Scripps/journal Pension Plan	n/a	held	-	-	Dec 31, 2024
Scripps/journal Pension Plan (albuquerque Publishi	n/a	held	-	-	Dec 31, 2024
SSL Pension Plan	n/a	held	-	-	Dec 31, 2024
The Continental, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
The Graham Companies Pension Plan	n/a	held	-	-	Dec 31, 2024
Wsgr Cash Balance Retirement Plan	n/a	held	-	-	Dec 31, 2024

Every row

36 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Jul 31, 2025	Retirement Plan for Employees of Southwest Gas Corporation	Russell Small Cap Fundcollective trust	Public equity	$34.9M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	Salaried Employees' Retirement Plan of the Eastern Company	Russell Small Cap Fundcollective trust	Public equity	$297,461 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	British Airways Plc Pension Plan (U.S.A.)	Russell Small Cap Fundcollective trust	Public equity	$9.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Scripps/journal Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$8.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Graham Companies Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Continental, Inc. Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$704,428 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Saks Fifth Avenue Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	SSL Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$9.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Scripps Pension Plan (journal Publishing Company)	Russell Small Cap Fundcollective trust	Public equity	$284,904 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Wsgr Cash Balance Retirement Plan	Russell Small Cap Fundcollective trust	Public equity	$4.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Arkema Inc. Retirement Benefits Plan	Russell Small Cap Fundcollective trust	Public equity	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Scripps/journal Pension Plan (albuquerque Publishi	Russell Small Cap Fundcollective trust	Public equity	$483,432 held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2024	Retirement Plan for Employees of Southwest Gas Corporation	Russell Small Cap Fundcollective trust	Public equity	$30.0M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	Salaried Employees' Retirement Plan of the Eastern Company	Russell Small Cap Fundcollective trust	Public equity	$310,599 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	British Airways Plc Pension Plan (U.S.A.)	Russell Small Cap Fundcollective trust	Public equity	$8.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Scripps/journal Pension Plan (albuquerque Publishi	Russell Small Cap Fundcollective trust	Public equity	$557,602 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Dechert LLP Pension Plan for Staff Employees	Russell Small Cap Fundcollective trust	Public equity	$638,284 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Continental, Inc. Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$808,914 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Arkema Inc. Retirement Benefits Plan	Russell Small Cap Fundcollective trust	Public equity	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	SSL Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$11.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Wsgr Cash Balance Retirement Plan	Russell Small Cap Fundcollective trust	Public equity	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Saks Fifth Avenue Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Scripps Pension Plan (journal Publishing Company)	Russell Small Cap Fundcollective trust	Public equity	$324,576 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Scripps/journal Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$9.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Graham Companies Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2023	Retirement Plan for Employees of Southwest Gas Corporation	Russell Small Cap Fundcollective trust	Public equity	$36.3M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	British Airways Plc Pension Plan (U.S.A.)	Russell Small Cap Fundcollective trust	Public equity	$9.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Scripps Pension Plan (journal Publishing Company)	Russell Small Cap Fundcollective trust	Public equity	$318,222 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercedes-Benz USA, LLC Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$10.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Bodine Aluminum, Inc. Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$750,035 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Scripps/journal Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$9.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Wsgr Cash Balance Retirement Plan	Russell Small Cap Fundcollective trust	Public equity	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Dechert LLP Pension Plan for Staff Employees	Russell Small Cap Fundcollective trust	Public equity	$595,710 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Graham Companies Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	SSL Pension Plan	Russell Small Cap Fundcollective trust	Public equity	$246M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Scripps/journal Pension Plan (albuquerque Publishi	Russell Small Cap Fundcollective trust	Public equity	$553,883 held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.