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, never a commitment amount.

Public LPs
21

18 more limited partners and 45 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
21
distinct allocators on the tape
Rows
21
across successive reports
Held, latest filings
$721M
one row per plan
Latest
Jun 30, 2025
effective date

Plans holding an interest

21 allocators
AllocatorDisclosedStateApprovedClosedReported
Blue Cross and Blue Shield of Alabama Retirement PlanNot disclosedheld--Dec 31, 2022
Conocophillips Retirement PlanNot disclosedheld--Dec 31, 2024
Croda Inc. Retirement PlanNot disclosedheld--Nov 30, 2024

+18 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

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, 2024Kohler Co. Pension PlanRussell 3000 Index Fundcollective trustPooled vehicles$145M heldDisclosed holdingaskebsa.dol.gov

+45 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.