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
Non-Us Equity Index 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
8
distinct allocators on the tape
Rows
22
across successive reports
Held, latest filings
$59.7M
one row per plan
Latest
Aug 31, 2025
effective date
Plans holding an interest
8 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 8), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Essendant Pension Plan | n/a | held | - | - | Aug 31, 2025 |
| Essendant Union Employees' Pension Plan | n/a | held | - | - | Aug 31, 2025 |
| Osram Sylvania Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Sealed Air Corporation Combined Pension Plan | n/a | held | - | - | Dec 31, 2023 |
| Sirva Employees Retirement Plan | n/a | held | - | - | Dec 31, 2024 |
| Talen Montana Retirement Plan | n/a | held | - | - | Apr 30, 2025 |
| The Rite Aid Pension Plan | n/a | held | - | - | Feb 29, 2024 |
| VF Corporation Pension Plan | n/a | held | - | - | Dec 31, 2024 |
Every row
22 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Essendant Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Essendant Union Employees' Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Talen Montana Retirement Plan | Non-Us Equity Index Fundcollective trust | Public equity | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | VF Corporation Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $14.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Sirva Employees Retirement Plan | Non-Us Equity Index Fundcollective trust | Public equity | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Osram Sylvania Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Essendant Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Essendant Union Employees' Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | Talen Montana Retirement Plan | Non-Us Equity Index Fundcollective trust | Public equity | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | The Rite Aid Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $11.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Sealed Air Corporation Combined Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Osram Sylvania Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | VF Corporation Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $18.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Sirva Employees Retirement Plan | Non-Us Equity Index Fundcollective trust | Public equity | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Essendant Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Essendant Union Employees' Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | Talen Montana Retirement Plan | Non-Us Equity Index Fundcollective trust | Public equity | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2023 | The Rite Aid Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | VF Corporation Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $19.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Sealed Air Corporation Combined Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Osram Sylvania Pension Plan | Non-Us Equity Index Fundcollective trust | Public equity | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Sirva Employees Retirement Plan | Non-Us Equity Index Fundcollective trust | Public equity | $7.7M held | Disclosed holding | askebsa.dol.gov |
What changed
No dated events.