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

Collective Russell 2000 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

$659M

one row per plan

Latest

Oct 31, 2025

effective date

Plans holding an interest

27 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 27), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
A&e Television Networks, LLC. Retirement Plan	n/a	held	-	-	Dec 31, 2023
Advansix Inc. Retirement Earnings Plan	n/a	held	-	-	Dec 31, 2024
Building Service 32bj Pension Fund	n/a	held	-	-	Jun 30, 2025
Chapman and Cutler LLP Cash Balance Plan	n/a	held	-	-	Dec 31, 2024
Gatx Corporation Noncontributory Pension Plan for Hourly Employees	n/a	held	-	-	Dec 31, 2024
Gatx Corporation Noncontributory Pension Plan for Salaried Employees	n/a	held	-	-	Dec 31, 2024
Greif Pension Plan	n/a	held	-	-	Dec 31, 2024
Group Retirement Income Plan No. 8	n/a	held	-	-	Dec 31, 2024
Group Retirement Income Plan No.16	n/a	held	-	-	Dec 31, 2024
Hess Corporation Employees' Pension Plan	n/a	held	-	-	Dec 31, 2022
Ibew Local 150 Pension Plan	n/a	held	-	-	Jun 30, 2023
IMS Health Incorporated Retirement Plan	n/a	held	-	-	Dec 31, 2024
Ingredion Pension Plan	n/a	held	-	-	Dec 31, 2023
Jenner & Block Cash Balance Plan	n/a	held	-	-	Dec 31, 2024
Laboratory Corporation of America Holdings Cash Balance Retirement Plan	n/a	held	-	-	Dec 31, 2024
Masters Mates & Pilots Adjustable Pension Plan	n/a	held	-	-	Dec 31, 2024
Masters, Mates & Pilots Pension Plan	n/a	held	-	-	Dec 31, 2024
National Hockey League Players Retirement Benefit Plan	n/a	held	-	-	Apr 30, 2024
Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse	n/a	held	-	-	Oct 31, 2025
Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners	n/a	held	-	-	Jun 30, 2023
Producer-Writers Guild of America Pension Plan	n/a	held	-	-	Dec 31, 2024
Retirement Plan of Certain Employees of Ceva Logistics U.S. Inc.	n/a	held	-	-	Dec 31, 2023
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan	n/a	held	-	-	Apr 30, 2025
Shriners Hospitals for Children Employees' Retirement Plan	n/a	held	-	-	Dec 31, 2024
The Art Institute of Chicago Pension Plan	n/a	held	-	-	Dec 31, 2023
The New York Times Companies Pension Plan	n/a	held	-	-	Dec 31, 2024
Topco Associates LLC Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

67 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Oct 31, 2025	Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$8.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Building Service 32bj Pension Fund	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$79.0M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$8.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Topco Associates LLC Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Masters, Mates & Pilots Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$17.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Chapman and Cutler LLP Cash Balance Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Greif Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$12.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	IMS Health Incorporated Retirement Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$254M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Gatx Corporation Noncontributory Pension Plan for Hourly Employees	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$348,013 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Gatx Corporation Noncontributory Pension Plan for Salaried Employees	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$5.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The New York Times Companies Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$16.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Laboratory Corporation of America Holdings Cash Balance Retirement Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Jenner & Block Cash Balance Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Masters Mates & Pilots Adjustable Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$16.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Group Retirement Income Plan No. 8	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$20.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Group Retirement Income Plan No.16	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$54.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Shriners Hospitals for Children Employees' Retirement Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$25.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Producer-Writers Guild of America Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$9.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Advansix Inc. Retirement Earnings Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Building Service 32bj Pension Fund	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$73.4M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$6.9M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	National Hockey League Players Retirement Benefit Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$26.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Jenner & Block Cash Balance Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	A&e Television Networks, LLC. Retirement Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Laboratory Corporation of America Holdings Cash Balance Retirement Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Masters, Mates & Pilots Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$17.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Topco Associates LLC Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Group Retirement Income Plan No. 8	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$28.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Group Retirement Income Plan No.16	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$45.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Advansix Inc. Retirement Earnings Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The New York Times Companies Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$16.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Chapman and Cutler LLP Cash Balance Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Masters Mates & Pilots Adjustable Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Art Institute of Chicago Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	IMS Health Incorporated Retirement Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$39.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Gatx Corporation Noncontributory Pension Plan for Salaried Employees	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$6.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Gatx Corporation Noncontributory Pension Plan for Hourly Employees	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$693,752 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan of Certain Employees of Ceva Logistics U.S. Inc.	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Producer-Writers Guild of America Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$8.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ingredion Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Greif Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Shriners Hospitals for Children Employees' Retirement Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$39.7M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Ibew Local 150 Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$10.8M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Building Service 32bj Pension Fund	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$66.7M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$56.7M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2023	National Hockey League Players Retirement Benefit Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$22.2M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2023	Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$4.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Group Retirement Income Plan No. 8	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$27.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Gatx Corporation Noncontributory Pension Plan for Salaried Employees	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Masters, Mates & Pilots Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$17.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Masters Mates & Pilots Adjustable Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Gatx Corporation Noncontributory Pension Plan for Hourly Employees	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$801,072 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Topco Associates LLC Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The New York Times Companies Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$9.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Advansix Inc. Retirement Earnings Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Hess Corporation Employees' Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$10.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Chapman and Cutler LLP Cash Balance Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Producer-Writers Guild of America Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$7.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Shriners Hospitals for Children Employees' Retirement Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$36.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan of Certain Employees of Ceva Logistics U.S. Inc.	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Greif Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$11.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	IMS Health Incorporated Retirement Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$34.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Art Institute of Chicago Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$4.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Laboratory Corporation of America Holdings Cash Balance Retirement Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Group Retirement Income Plan No.16	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$38.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Ingredion Pension Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Jenner & Block Cash Balance Plan	Collective Russell 2000 Index Fundcollective trust	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.