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

Vanguard Institutional 500 Index Tr

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

$1.1B

one row per plan

Latest

Sep 30, 2025

effective date

Plans holding an interest

7 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 7), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Cedars-Sinai Defined Benefit Retirement Plan	n/a	held	-	-	Dec 31, 2024
Gallo Pension Plan for Non-Union Employees	n/a	held	-	-	Dec 31, 2024
Mufg Bank, Ltd. Retirement Plan	n/a	held	-	-	Dec 31, 2024
Pension Plan for Hourly Paid Employees of the Gallo Glass Company	n/a	held	-	-	Dec 31, 2024
The Bank of America Pension Plan	n/a	held	-	-	Dec 31, 2024
The Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan	n/a	held	-	-	Dec 31, 2024
Visa Retirement Plan	n/a	held	-	-	Sep 30, 2025

Every row

14 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Sep 30, 2025	Visa Retirement Plan	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$260M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan for Hourly Paid Employees of the Gallo Glass Company	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$76.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$8.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mufg Bank, Ltd. Retirement Plan	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$87.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Cedars-Sinai Defined Benefit Retirement Plan	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$299M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Bank of America Pension Plan	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$401M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Gallo Pension Plan for Non-Union Employees	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$11.0M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Visa Retirement Plan	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$310M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Bank of America Pension Plan	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$349M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mufg Bank, Ltd. Retirement Plan	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$51.9M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Visa Retirement Plan	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$231M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Bank of America Pension Plan	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$294M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mufg Bank, Ltd. Retirement Plan	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$215M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan	Vftc Instl 500 Index Trustcollective trust	Pooled vehicles	$27.0M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2024Holding startedPension Plan for Hourly Paid Employees of the Gallo Glass Company
Pension Plan for Hourly Paid Employees of the Gallo Glass Company first reports an interest in Vftc Instl 500 Index Trust: $76M at 2024-12-31
with Vanguard Institutional 500 Index Traskebsa.dol.gov
Dec 31, 2024Holding startedGallo Pension Plan for Non-Union Employees
Gallo Pension Plan for Non-Union Employees first reports an interest in Vftc Instl 500 Index Trust: $11M at 2024-12-31
with Vanguard Institutional 500 Index Traskebsa.dol.gov
Dec 31, 2024Holding startedCedars-Sinai Defined Benefit Retirement Plan
Cedars-Sinai Defined Benefit Retirement Plan first reports an interest in Vftc Instl 500 Index Trust: $299M at 2024-12-31
with Vanguard Institutional 500 Index Traskebsa.dol.gov