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

World Equity 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
18
distinct allocators on the tape
Rows
45
across successive reports
Held, latest filings
$633M
one row per plan
Latest
Jul 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.

AllocatorDisclosedStateApprovedClosedReported
Arkema Inc. Retirement Benefits Plann/aheld--Dec 31, 2024
British Airways Plc Pension Plan (U.S.A.)n/aheld--Mar 31, 2025
Esco Corporation Pension Plann/aheld--Dec 31, 2024
Mercedes-Benz USA, LLC Pension Plann/aheld--Dec 31, 2022
National Laboratory of the Rockies Shared Security Pension Plann/aheld--May 31, 2025
Pension Plan of Newmontn/aheld--Dec 31, 2024
Retirement Income Plan for Employees of El Paso Electric Companyn/aheld--Dec 31, 2022
Retirement Plan for Employees of Southwest Gas Corporationn/aheld--Jul 31, 2025
Retirement Plan for Pilots of Hawaiian Airlines, Inc.n/aheld--Dec 31, 2024
Saks Fifth Avenue Pension Plann/aheld--Dec 31, 2024
Salaried Employees' Retirement Plan of the Eastern Companyn/aheld--Apr 30, 2025
Scripps Pension Plan (journal Publishing Company)n/aheld--Dec 31, 2024
Scripps/journal Pension Plann/aheld--Dec 31, 2024
Scripps/journal Pension Plan (albuquerque Publishin/aheld--Dec 31, 2024
SSL Pension Plann/aheld--Dec 31, 2024
The Continental, Inc. Pension Plann/aheld--Dec 31, 2024
The Graham Companies Pension Plann/aheld--Dec 31, 2024
The Lozier Corporation Pension Plan and Trustn/aheld--Dec 31, 2024
Every row
45 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jul 31, 2025Retirement Plan for Employees of Southwest Gas CorporationWorld Equity Fundcollective trustPublic equity$206M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025National Laboratory of the Rockies Shared Security Pension PlanWorld Equity Fundcollective trustPublic equity$86.7M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Salaried Employees' Retirement Plan of the Eastern CompanyWorld Equity Fundcollective trustPublic equity$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025British Airways Plc Pension Plan (U.S.A.)World Equity Fundcollective trustPublic equity$38.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Scripps/journal Pension PlanWorld Equity Fundcollective trustPublic equity$46.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan of NewmontWorld Equity Fundcollective trustPublic equity$54.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Saks Fifth Avenue Pension PlanWorld Equity Fundcollective trustPublic equity$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SSL Pension PlanWorld Equity Fundcollective trustPublic equity$41.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Esco Corporation Pension PlanWorld Equity Fundcollective trustPublic equity$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Scripps Pension Plan (journal Publishing Company)World Equity Fundcollective trustPublic equity$493,189 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Pilots of Hawaiian Airlines, Inc.World Equity Fundcollective trustPublic equity$55.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Arkema Inc. Retirement Benefits PlanWorld Equity Fundcollective trustPublic equity$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Continental, Inc. Pension PlanWorld Equity Fundcollective trustPublic equity$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Graham Companies Pension PlanWorld Equity Fundcollective trustPublic equity$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Scripps/journal Pension Plan (albuquerque PublishiWorld Equity Fundcollective trustPublic equity$836,402 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Lozier Corporation Pension Plan and TrustWorld Equity Fundcollective trustPublic equity$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Retirement Plan for Employees of Southwest Gas CorporationWorld Equity Fundcollective trustPublic equity$241M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024National Laboratory of the Rockies Shared Security Pension PlanWorld Equity Fundcollective trustPublic equity$86.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Salaried Employees' Retirement Plan of the Eastern CompanyWorld Equity Fundcollective trustPublic equity$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024British Airways Plc Pension Plan (U.S.A.)World Equity Fundcollective trustPublic equity$42.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Esco Corporation Pension PlanWorld Equity Fundcollective trustPublic equity$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Lozier Corporation Pension Plan and TrustWorld Equity Fundcollective trustPublic equity$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Continental, Inc. Pension PlanWorld Equity Fundcollective trustPublic equity$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Arkema Inc. Retirement Benefits PlanWorld Equity Fundcollective trustPublic equity$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SSL Pension PlanWorld Equity Fundcollective trustPublic equity$59.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Saks Fifth Avenue Pension PlanWorld Equity Fundcollective trustPublic equity$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Scripps Pension Plan (journal Publishing Company)World Equity Fundcollective trustPublic equity$530,673 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Scripps/journal Pension Plan (albuquerque PublishiWorld Equity Fundcollective trustPublic equity$912,844 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Scripps/journal Pension PlanWorld Equity Fundcollective trustPublic equity$49.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Pilots of Hawaiian Airlines, Inc.World Equity Fundcollective trustPublic equity$62.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Graham Companies Pension PlanWorld Equity Fundcollective trustPublic equity$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Retirement Plan for Employees of Southwest Gas CorporationWorld Equity Fundcollective trustPublic equity$294M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023National Laboratory of the Rockies Shared Security Pension PlanWorld Equity Fundcollective trustPublic equity$84.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023British Airways Plc Pension Plan (U.S.A.)World Equity Fundcollective trustPublic equity$47.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercedes-Benz USA, LLC Pension PlanWorld Equity Fundcollective trustPublic equity$25.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Pilots of Hawaiian Airlines, Inc.World Equity Fundcollective trustPublic equity$61.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Income Plan for Employees of El Paso Electric CompanyWorld Equity Fundcollective trustPublic equity$37.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Lozier Corporation Pension Plan and TrustWorld Equity Fundcollective trustPublic equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Scripps/journal Pension PlanWorld Equity Fundcollective trustPublic equity$49.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Continental, Inc. Pension PlanWorld Equity Fundcollective trustPublic equity$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Esco Corporation Pension PlanWorld Equity Fundcollective trustPublic equity$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Graham Companies Pension PlanWorld Equity Fundcollective trustPublic equity$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022SSL Pension PlanWorld Equity Fundcollective trustPublic equity$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Scripps/journal Pension Plan (albuquerque PublishiWorld Equity Fundcollective trustPublic equity$940,251 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Scripps Pension Plan (journal Publishing Company)World Equity Fundcollective trustPublic equity$539,791 heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.