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

DFA Small Cap Trust

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
6
distinct allocators on the tape
Rows
16
across successive reports
Held, latest filings
$358M
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
6 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 6), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
ADT Pension Plan for US Employeesn/aheld--Dec 31, 2023
Paccar Inc Retirement Plann/aheld--Dec 31, 2025
Pension Fund of Local No. One of I. a. T. S. E.n/aheld--Dec 31, 2024
Southern Nevada Culinary and Bartenders Pension Plann/aheld--Dec 31, 2022
The Bank of America Pension Plann/aheld--Dec 31, 2024
UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plann/aheld--Dec 31, 2024
Every row
16 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025Paccar Inc Retirement PlanDFA Small Cap Trustcollective trustPublic equity$90.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024UA Local 290 Plumber, Steamfitter & Shipfitter Pension PlanDFA Small Cap Trust103 12 iePublic equity$69.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Bank of America Pension PlanDFA Small Cap Trust103 12 iePublic equity$112M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Paccar Inc Retirement PlanDFA Small Cap Trustcollective trustPublic equity$83.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Fund of Local No. One of I. a. T. S. E.DFA Small Cap Trust103 12 iePublic equity$20.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Bank of America Pension PlanDFA Small Cap Trust103 12 iePublic equity$101M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Fund of Local No. One of I. a. T. S. E.DFA Small Cap Trust103 12 iePublic equity$18.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ADT Pension Plan for US EmployeesDFA Small Cap Trustcollective trustPublic equity$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023UA Local 290 Plumber, Steamfitter & Shipfitter Pension PlanDFA Small Cap Trust103 12 iePublic equity$64.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Paccar Inc Retirement PlanDFA Small Cap Trustcollective trustPublic equity$75.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Fund of Local No. One of I. a. T. S. E.DFA Small Cap Trust103 12 iePublic equity$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Bank of America Pension PlanDFA Small Cap Trust103 12 iePublic equity$41.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ADT Pension Plan for US EmployeesDFA Small Cap Trust103 12 iePublic equity$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022UA Local 290 Plumber, Steamfitter & Shipfitter Pension PlanDFA Small Cap Trust103 12 iePublic equity$52.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Southern Nevada Culinary and Bartenders Pension PlanDFA Small Cap Trust103 12 iePublic equity$63.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Paccar Inc Retirement PlanDFA Small Cap Trustcollective trustPublic equity$64.0M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.