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 3000 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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$2.0B

one row per plan

Latest

Oct 31, 2025

effective date

Plans holding an interest

18 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 18), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
American Chemical Society Retirement Plan	n/a	held	-	-	Oct 31, 2025
Barclays Pension Plan	n/a	held	-	-	Dec 31, 2024
Chicago Title & Trust Company Pension Plan	n/a	held	-	-	Dec 31, 2022
Comerica Incorporated Retirement Income Account Plan	n/a	held	-	-	Dec 31, 2024
Deseret Mutual Master Retirement Plan	n/a	held	-	-	Dec 31, 2024
Huntington Memorial Hospital Retirement Plan	n/a	held	-	-	Dec 31, 2024
Jefferies Employees' Pension Plan	n/a	held	-	-	Dec 31, 2024
Keycorp Consolidated Cash Balance Plan	n/a	held	-	-	Sep 30, 2025
Lufthansa German Airlines Pension Plan for United States Employees	n/a	held	-	-	Dec 31, 2023
Maimonides Medical Center Pension Plan	n/a	held	-	-	Dec 31, 2024
Ntess Retirement Income Plan	n/a	held	-	-	Dec 31, 2023
Owens Corning Merged Retirement Plan	n/a	held	-	-	Dec 31, 2024
Pacific Gas and Electric Company Retirement Plan	n/a	held	-	-	Dec 31, 2024
Pension Plan of General Atomics	n/a	held	-	-	Dec 31, 2024
Retirement Income Plan for Employees of the Clearing House Payments Company L.L.C.	n/a	held	-	-	Sep 30, 2025
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.	n/a	held	-	-	Dec 31, 2024
Retirement Plan of Transcontinental US LLC	n/a	held	-	-	Nov 30, 2024
Wiltel Communications, LLC Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

47 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Oct 31, 2025	American Chemical Society Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$37.6M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Retirement Income Plan for Employees of the Clearing House Payments Company L.L.C.	Russell 3000 Index Fundcollective trust	Pooled vehicles	$8.3M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Keycorp Consolidated Cash Balance Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$79.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Barclays Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$35.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Comerica Incorporated Retirement Income Account Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$764M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.	Russell 3000 Index Fundcollective trust	Pooled vehicles	$14.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan of General Atomics	Russell 3000 Index Fundcollective trust	Pooled vehicles	$70.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Deseret Mutual Master Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pacific Gas and Electric Company Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$246M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Huntington Memorial Hospital Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$19.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Wiltel Communications, LLC Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$24.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Jefferies Employees' Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Owens Corning Merged Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$33.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Maimonides Medical Center Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$53.3M held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2024	Retirement Plan of Transcontinental US LLC	Russell 3000 Index Fundcollective trust	Pooled vehicles	$12.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	American Chemical Society Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$27.3M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Keycorp Consolidated Cash Balance Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$78.7M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Retirement Income Plan for Employees of the Clearing House Payments Company L.L.C.	Russell 3000 Index Fundcollective trust	Pooled vehicles	$11.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan of General Atomics	Russell 3000 Index Fundcollective trust	Pooled vehicles	$49.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Wiltel Communications, LLC Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$29.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Jefferies Employees' Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Barclays Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$38.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Lufthansa German Airlines Pension Plan for United States Employees	Russell 3000 Index Fundcollective trust	Pooled vehicles	$8.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Comerica Incorporated Retirement Income Account Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$756M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pacific Gas and Electric Company Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$207M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.	Russell 3000 Index Fundcollective trust	Pooled vehicles	$21.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ntess Retirement Income Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$572M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Maimonides Medical Center Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$51.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Owens Corning Merged Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$34.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Huntington Memorial Hospital Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$17.7M held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2023	Retirement Plan of Transcontinental US LLC	Russell 3000 Index Fundcollective trust	Pooled vehicles	$10.8M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	American Chemical Society Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$21.4M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Keycorp Consolidated Cash Balance Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$71.5M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Retirement Income Plan for Employees of the Clearing House Payments Company L.L.C.	Russell 3000 Index Fundcollective trust	Pooled vehicles	$5.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Barclays Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$37.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Maimonides Medical Center Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$47.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Lufthansa German Airlines Pension Plan for United States Employees	Russell 3000 Index Fundcollective trust	Pooled vehicles	$7.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Wiltel Communications, LLC Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$27.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pacific Gas and Electric Company Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$173M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Jefferies Employees' Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$8.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Chicago Title & Trust Company Pension Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$8.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.	Russell 3000 Index Fundcollective trust	Pooled vehicles	$16.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Owens Corning Merged Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$33.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Huntington Memorial Hospital Retirement Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$41.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Comerica Incorporated Retirement Income Account Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$369M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan of General Atomics	Russell 3000 Index Fundcollective trust	Pooled vehicles	$36.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Ntess Retirement Income Plan	Russell 3000 Index Fundcollective trust	Pooled vehicles	$483M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2024Holding startedDeseret Mutual Master Retirement Plan
Deseret Mutual Master Retirement Plan first reports an interest in Russell 3000 Index Fund: $5M at 2024-12-31
with Russell 3000 Index Fundaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceLufthansa German Airlines Pension Plan for United States Employees
Lufthansa German Airlines Pension Plan for United States Employees no longer reports Russell 3000 Index Fund (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
with Russell 3000 Index Fundaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceNtess Retirement Income Plan
Ntess Retirement Income Plan no longer reports Russell 3000 Index Fund (last held $572M at 2023-12-31; absent from the 2024-12-31 filing)
with Russell 3000 Index Fundaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceChicago Title & Trust Company Pension Plan
Chicago Title & Trust Company Pension Plan no longer reports Russell 3000 Index Fund (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell 3000 Index Fundaskebsa.dol.gov