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
500 Index Fund
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
9
distinct allocators on the tape
Rows
21
across successive reports
Held, latest filings
$26.1M
one row per plan
Latest
Mar 31, 2025
effective date
Plans holding an interest
9 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 9), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Concrete Block Employers Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Corvac Composites, LLC Portable Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| CP Industries Holdings, Inc. Collective Bargaining Employees Pension Plan | n/a | held | - | - | Mar 31, 2025 |
| CTA Acoustics, Inc. Employees Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan | n/a | held | - | - | Mar 31, 2025 |
| Eversource Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Milwaukee Drivers Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Retirement Plan for Employees of the Grand Royal Arch Chapter of Texas | n/a | held | - | - | Sep 30, 2023 |
| Sivyer Steel Castings LLC Retirement Income Plan | n/a | held | - | - | Nov 30, 2023 |
Every row
21 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | CP Industries Holdings, Inc. Collective Bargaining Employees Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $124,431 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Eversource Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $826,308 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CTA Acoustics, Inc. Employees Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Concrete Block Employers Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Milwaukee Drivers Pension Plan | 500 Index Fundcollective trust | Pooled vehicles | $19.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Corvac Composites, LLC Portable Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $170,842 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | CP Industries Holdings, Inc. Collective Bargaining Employees Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $118,291 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Corvac Composites, LLC Portable Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $270,413 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Milwaukee Drivers Pension Plan | 500 Index Fundcollective trust | Pooled vehicles | $19.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Eversource Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $864,409 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | CTA Acoustics, Inc. Employees Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | Sivyer Steel Castings LLC Retirement Income Plan | 500 Index Fundseparate account | Pooled vehicles | $443,372 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Retirement Plan for Employees of the Grand Royal Arch Chapter of Texas | 500 Index Fundseparate account | Pooled vehicles | $213,314 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | CP Industries Holdings, Inc. Collective Bargaining Employees Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $118,941 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Eversource Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $927,037 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Milwaukee Drivers Pension Plan | 500 Index Fundcollective trust | Pooled vehicles | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | CTA Acoustics, Inc. Employees Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Corvac Composites, LLC Portable Pension Plan | 500 Index Fundseparate account | Pooled vehicles | $199,075 held | Disclosed holding | askebsa.dol.gov |
What changed
No dated events.