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

Ssga S&p Midcap 400 R Index Nl 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
10
distinct allocators on the tape
Rows
24
across successive reports
Held, latest filings
$295M
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
10 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 10), never a fund size.

Every row
24 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025Iuoe Local 98 Pension PlanSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025The Retirement Plan of Ridgewood Savings BankSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Retirement Plan of Fulton Savings BankSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Pentegra Defined Benefit Plan for Financial InstSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Iuoe Local 98 Pension PlanSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western States Insulators and Allied Workers' Pension PlanSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$22.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan for Employees of the Chicago Mercantile Exchange, Inc.Ssga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$30.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employees' Retirement Plan of Bose CorporationSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$17.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024The Retirement Plan of Ridgewood Savings BankSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Retirement Plan of Fulton Savings BankSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Employees of the Chicago Mercantile Exchange, Inc.Ssga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$29.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Security PlanSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$159M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western States Insulators and Allied Workers' Pension PlanSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$19.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Iuoe Local 98 Pension PlanSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employees' Retirement Plan of Bose CorporationSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$27.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Retirement Plan of Fulton Savings BankSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023The Retirement Plan of Ridgewood Savings BankSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Teamsters Local Union No. 727 Pension PlanSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$35.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Security PlanSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$301M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western States Insulators and Allied Workers' Pension PlanSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan for Employees of the Chicago Mercantile Exchange, Inc.Ssga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$33.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employees' Retirement Plan of Bose CorporationSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$17.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Iron Workers Pension Plan of Western PennsylvaniaSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Iuoe Local 98 Pension PlanSsga S&p Midcap 400 R Index Nl Fundcollective trustPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.