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, never a commitment amount.

Public LPs
27

24 more limited partners and 64 more commitment rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Public LPs
27
distinct allocators on the tape
Rows
27
across successive reports
Held, latest filings
$659M
one row per plan
Latest
Oct 31, 2025
effective date

Plans holding an interest

27 allocators
AllocatorDisclosedStateApprovedClosedReported
A&e Television Networks, LLC. Retirement PlanNot disclosedheld--Dec 31, 2023
Advansix Inc. Retirement Earnings PlanNot disclosedheld--Dec 31, 2024
Building Service 32bj Pension FundNot disclosedheld--Jun 30, 2025

+24 more limited partners in this fund

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Every row

67 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Oct 31, 2025Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - IatseCollective Russell 2000 Index Fundcollective trustPooled vehicles$8.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Building Service 32bj Pension FundCollective Russell 2000 Index Fundcollective trustPooled vehicles$79.0M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Sheet Metal Workers' Local No. 33 Cleveland District Pension PlanCollective Russell 2000 Index Fundcollective trustPooled vehicles$8.5M heldDisclosed holdingaskebsa.dol.gov

+64 more commitment rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

No dated events.