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

Russell 3000 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
21
distinct allocators on the tape
Rows
48
across successive reports
Held, latest filings
$721M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
21 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 21), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Blue Cross and Blue Shield of Alabama Retirement Plann/aheld--Dec 31, 2022
Conocophillips Retirement Plann/aheld--Dec 31, 2024
Croda Inc. Retirement Plann/aheld--Nov 30, 2024
Duquesne Light Company Defined Benefit Retirement Plann/aheld--Dec 31, 2024
Frontier Communications Pension Plann/aheld--Dec 31, 2020
General Motors Salaried Retirement Programn/aheld--Sep 30, 2024
Iron Workers Mid-South Pension Fundn/aheld--Nov 30, 2024
Johns Hopkins University Support Staff Pension Plann/aheld--Jun 30, 2025
Kohler Co. Pension Plann/aheld--Dec 31, 2024
Modern Woodmen of America Employees' Retirement Plann/aheld--Dec 31, 2024
Mony Life Retirement Income Security Plan for Employeesn/aheld--Dec 31, 2023
Pension Plan for Employees of United Memorial Medical Centern/aheld--Dec 31, 2024
Pentegra Defined Benefit Plan for Financial Instn/aheld--Jun 30, 2023
Phibro Animal Health Corporation Pension Plann/aheld--Jun 30, 2025
Phillips 66 Retirement Plann/aheld--Dec 31, 2024
Retail Food Employers & Ufcw Local 711 Pensionn/aheld--Dec 31, 2024
Retirement Income Plan for Selective Insurance Company of American/aheld--Dec 31, 2024
Senior Service America, Inc. Staff Pension Plann/aheld--Dec 31, 2024
The Pnc Financial Services Group, Inc. Pension Plann/aheld--Dec 31, 2023
The Southern California Edison Company Retirement Plann/aheld--Dec 31, 2024
Wells Fargo & Company Cash Balance Plann/aheld--Dec 31, 2024
Every row
48 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025Johns Hopkins University Support Staff Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$34.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Phibro Animal Health Corporation Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Phillips 66 Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$122M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Conocophillips Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Income Plan for Selective Insurance Company of AmericaRussell 3000 Index Fundcollective trustPooled vehicles$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan for Employees of United Memorial Medical CenterRussell 3000 Index Fundcollective trustPooled vehicles$619,507 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Southern California Edison Company Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$6,675 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Modern Woodmen of America Employees' Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$49,996 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Senior Service America, Inc. Staff Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retail Food Employers & Ufcw Local 711 PensionRussell 3000 Index Fundcollective trustPooled vehicles$24.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wells Fargo & Company Cash Balance PlanRussell 3000 Index Fundcollective trustPooled vehicles$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Kohler Co. Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$145M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Duquesne Light Company Defined Benefit Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$182M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Croda Inc. Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$18.9M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Iron Workers Mid-South Pension FundRussell 3000 Index Fundcollective trustPooled vehicles$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024General Motors Salaried Retirement ProgramRussell 3000 Index Fund103 12 iePooled vehicles$28.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Phibro Animal Health Corporation Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$951,257 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Johns Hopkins University Support Staff Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$54.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Income Plan for Selective Insurance Company of AmericaRussell 3000 Index Fundcollective trustPooled vehicles$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Employees of United Memorial Medical CenterRussell 3000 Index Fundcollective trustPooled vehicles$717,718 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Senior Service America, Inc. Staff Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Southern California Edison Company Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$79 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wells Fargo & Company Cash Balance PlanRussell 3000 Index Fundcollective trustPooled vehicles$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Modern Woodmen of America Employees' Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mony Life Retirement Income Security Plan for EmployeesRussell 3000 Index Fundcollective trustPooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Phillips 66 Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$112M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Conocophillips Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Pnc Financial Services Group, Inc. Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$44.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Duquesne Light Company Defined Benefit Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$167M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retail Food Employers & Ufcw Local 711 PensionRussell 3000 Index Fundcollective trustPooled vehicles$27.0M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Croda Inc. Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$16.5M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Iron Workers Mid-South Pension FundRussell 3000 Index Fundcollective trustPooled vehicles$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023General Motors Salaried Retirement ProgramRussell 3000 Index Fund103 12 iePooled vehicles$21.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Phibro Animal Health Corporation Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pentegra Defined Benefit Plan for Financial InstRussell 3000 Index Fundcollective trustPooled vehicles$849,415 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Johns Hopkins University Support Staff Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$105M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Southern California Edison Company Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$75 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mony Life Retirement Income Security Plan for EmployeesRussell 3000 Index Fundcollective trustPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Phillips 66 Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$91.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Duquesne Light Company Defined Benefit Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$162M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retail Food Employers & Ufcw Local 711 PensionRussell 3000 Index Fundcollective trustPooled vehicles$28.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Conocophillips Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Pnc Financial Services Group, Inc. Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$42.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Senior Service America, Inc. Staff Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$9.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wells Fargo & Company Cash Balance PlanRussell 3000 Index Fundcollective trustPooled vehicles$34.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Income Plan for Selective Insurance Company of AmericaRussell 3000 Index Fundcollective trustPooled vehicles$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blue Cross and Blue Shield of Alabama Retirement PlanRussell 3000 Index Fundcollective trustPooled vehicles$25.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2020Frontier Communications Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$40.4M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.