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

Fidelity 500 Index

separate account (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

$123M

one row per plan

Latest

Oct 31, 2025

effective date

Plans holding an interest

31 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 31), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Blue Bird Body Company Employee Pension Plan	n/a	held	-	-	Oct 31, 2024
East Cambridge Savings Bank Pension Plan	n/a	held	-	-	Oct 31, 2025
Hospital Central Services Cooperative, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Intercounty Electric Coop Assoc. Employees Retirement Income Plan	n/a	held	-	-	Dec 31, 2023
Kayser-Roth Corporation Retirement Plan	n/a	held	-	-	Dec 31, 2024
Kern Regional Center Defined Benefit Retirement Plan	n/a	held	-	-	Jun 30, 2025
Medical Insurance Exchange of California Pension Plan	n/a	held	-	-	Dec 31, 2024
Merle Norman Cosmetics, Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2024
MFN Financial Corporation Pension Plan	n/a	held	-	-	Dec 31, 2024
Municipal Employees Credit Union of Baltimore Defined Benefit Plan	n/a	held	-	-	Dec 31, 2023
Novus International, Inc. Employees Pension Plan	n/a	held	-	-	Dec 31, 2024
Nurses and Local 813 Ibt Retirement Plan	n/a	held	-	-	Dec 31, 2024
Optimus Steel Pension Plan	n/a	held	-	-	Sep 30, 2025
Pension Plan for Employees of Central Service Association	n/a	held	-	-	Sep 30, 2025
Pension Plan for Employees of Motion Picture Association, Inc.	n/a	held	-	-	Dec 30, 2024
Pension Plan of Brooklyn Bureau of Community Service	n/a	held	-	-	Jun 30, 2025
Peoplesbank Defined Benefit Pension Plan	n/a	held	-	-	Oct 31, 2025
Retirement Plan for Employees of King Kullen	n/a	held	-	-	Sep 30, 2025
Retirement Plan for Salaried Employees of Rayonier Inc.	n/a	held	-	-	Dec 31, 2023
Ripley Entertainment, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Schiff Hardin LLP Employees' Pension Plan	n/a	held	-	-	Dec 31, 2024
Sekisui Kydex, LLC, Et Al Retirement Plan	n/a	held	-	-	Dec 31, 2024
Sekisui Voltek, LLC Retirement Plan	n/a	held	-	-	Dec 31, 2024
Senior Operations LLC Pension Plan for Hourly Employees at Burbank, CA Represented by Uaw Local 509	n/a	held	-	-	Dec 31, 2022
Senior Operations LLC Retirement Plan	n/a	held	-	-	Dec 31, 2024
Sheet Metal Workers Local No. 124 Pension Plan	n/a	held	-	-	Jun 30, 2025
The Barton Group Pension Plan	n/a	held	-	-	Dec 31, 2024
The California Endowment Cash Balance Plan	n/a	held	-	-	Dec 31, 2024
The Chart Pension Plan	n/a	held	-	-	Dec 31, 2024
Walton Electric Membership Corporation Pension Plan	n/a	held	-	-	Dec 31, 2022
Washington Mills Hourly Pension Plan	n/a	held	-	-	Oct 31, 2023

Every row

77 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Oct 31, 2025	Peoplesbank Defined Benefit Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	East Cambridge Savings Bank Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Optimus Steel Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Retirement Plan for Employees of King Kullen	Fidelity 500 Indexseparate account	Pooled vehicles	$6.9M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Pension Plan for Employees of Central Service Association	Fidelity 500 Indexseparate account	Pooled vehicles	$102,564 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Pension Plan of Brooklyn Bureau of Community Service	Fidelity 500 Indexseparate account	Pooled vehicles	$946,718 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Sheet Metal Workers Local No. 124 Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$5.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Kern Regional Center Defined Benefit Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$133,951 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Nurses and Local 813 Ibt Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$14.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Schiff Hardin LLP Employees' Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Chart Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Merle Norman Cosmetics, Inc. Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$9.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Hospital Central Services Cooperative, Inc. Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$686,089 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The California Endowment Cash Balance Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Sekisui Kydex, LLC, Et Al Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Sekisui Voltek, LLC Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Senior Operations LLC Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$16.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Medical Insurance Exchange of California Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$639,699 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Barton Group Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	MFN Financial Corporation Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$348,278 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Novus International, Inc. Employees Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$370,192 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Kayser-Roth Corporation Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$393,231 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ripley Entertainment, Inc. Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 30, 2024	Pension Plan for Employees of Motion Picture Association, Inc.	Fidelity 500 Indexseparate account	Pooled vehicles	$4.9M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Blue Bird Body Company Employee Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$24.7M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	East Cambridge Savings Bank Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$5.9M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Peoplesbank Defined Benefit Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Optimus Steel Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$540,848 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Retirement Plan for Employees of King Kullen	Fidelity 500 Indexseparate account	Pooled vehicles	$7.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Kern Regional Center Defined Benefit Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Sheet Metal Workers Local No. 124 Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Pension Plan of Brooklyn Bureau of Community Service	Fidelity 500 Indexseparate account	Pooled vehicles	$906,432 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Kayser-Roth Corporation Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$452,346 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Senior Operations LLC Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$17.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	MFN Financial Corporation Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$351,503 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Schiff Hardin LLP Employees' Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$3.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Hospital Central Services Cooperative, Inc. Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The California Endowment Cash Balance Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$4.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Barton Group Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Sekisui Voltek, LLC Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Sekisui Kydex, LLC, Et Al Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Novus International, Inc. Employees Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$360,697 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ripley Entertainment, Inc. Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Chart Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$8.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Nurses and Local 813 Ibt Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$44.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Intercounty Electric Coop Assoc. Employees Retirement Income Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$523,051 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Municipal Employees Credit Union of Baltimore Defined Benefit Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Salaried Employees of Rayonier Inc.	Fidelity 500 Indexseparate account	Pooled vehicles	$570,875 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Merle Norman Cosmetics, Inc. Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 30, 2023	Pension Plan for Employees of Motion Picture Association, Inc.	Fidelity 500 Indexseparate account	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Peoplesbank Defined Benefit Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	East Cambridge Savings Bank Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$335,034 held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Washington Mills Hourly Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$7,509 held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Blue Bird Body Company Employee Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$18.0M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Pension Plan for Employees of Central Service Association	Fidelity 500 Indexseparate account	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Retirement Plan for Employees of King Kullen	Fidelity 500 Indexseparate account	Pooled vehicles	$6.8M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Optimus Steel Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$410,072 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Kern Regional Center Defined Benefit Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$922,350 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Sheet Metal Workers Local No. 124 Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Nurses and Local 813 Ibt Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$40.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Schiff Hardin LLP Employees' Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for Salaried Employees of Rayonier Inc.	Fidelity 500 Indexseparate account	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Chart Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Intercounty Electric Coop Assoc. Employees Retirement Income Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Kayser-Roth Corporation Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$492,003 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Merle Norman Cosmetics, Inc. Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Barton Group Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Ripley Entertainment, Inc. Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$7.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The California Endowment Cash Balance Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$214,382 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Novus International, Inc. Employees Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$14.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Hospital Central Services Cooperative, Inc. Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$409,321 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Municipal Employees Credit Union of Baltimore Defined Benefit Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$9.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Senior Operations LLC Pension Plan for Hourly Employees at Burbank, CA Represented by Uaw Local 509	Fidelity 500 Indexseparate account	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Senior Operations LLC Retirement Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$4.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Walton Electric Membership Corporation Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	MFN Financial Corporation Pension Plan	Fidelity 500 Indexseparate account	Pooled vehicles	$346,981 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2022	Pension Plan of Brooklyn Bureau of Community Service	Fidelity 500 Indexseparate account	Pooled vehicles	$909,753 held	Disclosed holding	askebsa.dol.gov

What changed

Oct 31, 2025Holding endedinferenceBlue Bird Body Company Employee Pension Plan
Blue Bird Body Company Employee Pension Plan no longer reports Fidelity 500 Index (last held $25M at 2024-10-31; absent from the 2025-10-31 filing)
with Fidelity 500 Indexaskebsa.dol.gov