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

UBC Russell 3000 Index 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
21
distinct allocators on the tape
Rows
47
across successive reports
Held, latest filings
$19B
one row per plan
Latest
Aug 31, 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
Carpenters Labor-Management Pension Plann/aheld--Dec 31, 2024
Carpenters Pension Fund of Illinoisn/aheld--Dec 31, 2024
Carpenters Pension Trust Fund for Northern Californian/aheld--Aug 31, 2025
Carpenters Pension Trust Fund of Kansas Cityn/aheld--Mar 31, 2024
Central Iowa Carpenters Pension Plann/aheld--Dec 31, 2024
Eastern Atlantic States Carpenters Pension Fundn/aheld--Dec 31, 2024
Indiana State Council of Carpenters Pension Fundn/aheld--Mar 31, 2025
Indiana/kentucky/ohio Regional Council of Carpenters Pension Fundn/aheld--Jun 30, 2025
Industrial Carpenters and Precast Pension Plann/aheld--May 31, 2025
Mid-America Carpenters Regional Council Pension Fundn/aheld--Jun 30, 2025
N. Atlantic States Carp. Guaranteed Annuity Fundn/aheld--Dec 31, 2024
N. Atlantic States Carp. Pension Fundn/aheld--Dec 31, 2024
NEW York District Council of Carpenters Pension Pln/aheld--Jun 30, 2025
North Central States Regional Council of Carpenters Pension Fundn/aheld--Dec 31, 2024
Northwest Carpenters Retirement Plann/aheld--Dec 31, 2023
Ohio Carpenters' Pension Plann/aheld--Apr 30, 2025
Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizationsn/aheld--Jun 30, 2025
Tri-State Carpenters and Joiners Pension Trust Fundn/aheld--Dec 31, 2024
Twin City Carpenters and Joiners Pension Fundn/aheld--Dec 31, 2024
United Brotherhood of Carpenters Pension Fund United States Segmentn/aheld--Dec 31, 2024
Western States Carpenters Pension Plann/aheld--Dec 31, 2024
Every row
47 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Aug 31, 2025Carpenters Pension Trust Fund for Northern CaliforniaUBC Russell 3000 Index Trustcollective trustPooled vehicles$3.5B heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Indiana/kentucky/ohio Regional Council of Carpenters Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$787M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mid-America Carpenters Regional Council Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$3.2B heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025NEW York District Council of Carpenters Pension PlUBC Russell 3000 Index Trustcollective trustPooled vehicles$862M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related OrganizationsUBC Russell 3000 Index Trustcollective trustPooled vehicles$11.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Industrial Carpenters and Precast Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$69.1M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Ohio Carpenters' Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$239M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Indiana State Council of Carpenters Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$256M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Tri-State Carpenters and Joiners Pension Trust FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$83.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Carpenters Pension Fund of IllinoisUBC Russell 3000 Index Trustcollective trustPooled vehicles$726M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024North Central States Regional Council of Carpenters Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$281M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Eastern Atlantic States Carpenters Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$137M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Central Iowa Carpenters Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$29.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western States Carpenters Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$5.4B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N. Atlantic States Carp. Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$244M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024United Brotherhood of Carpenters Pension Fund United States SegmentUBC Russell 3000 Index Trustcollective trustPooled vehicles$562M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Carpenters Labor-Management Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$463M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N. Atlantic States Carp. Guaranteed Annuity FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$183M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Twin City Carpenters and Joiners Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$259M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Carpenters Pension Trust Fund for Northern CaliforniaUBC Russell 3000 Index Trustcollective trustPooled vehicles$3.2B heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mid-America Carpenters Regional Council Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$1.2B heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024NEW York District Council of Carpenters Pension PlUBC Russell 3000 Index Trustcollective trustPooled vehicles$723M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Indiana/kentucky/ohio Regional Council of Carpenters Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$706M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Industrial Carpenters and Precast Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$66.7M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Ohio Carpenters' Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$124M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Carpenters Pension Trust Fund of Kansas CityUBC Russell 3000 Index Trustcollective trustPooled vehicles$597M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Indiana State Council of Carpenters Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$267M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western States Carpenters Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$3.2B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Twin City Carpenters and Joiners Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$209M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Eastern Atlantic States Carpenters Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$111M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Carpenters Labor-Management Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$188M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023North Central States Regional Council of Carpenters Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$243M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Northwest Carpenters Retirement PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$1.1B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Carpenters Pension Fund of IllinoisUBC Russell 3000 Index Trustcollective trustPooled vehicles$554M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023United Brotherhood of Carpenters Pension Fund United States SegmentUBC Russell 3000 Index Trustcollective trustPooled vehicles$464M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Carpenters Pension Trust Fund for Northern CaliforniaUBC Russell 3000 Index Trustcollective trustPooled vehicles$2.6B heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mid-America Carpenters Regional Council Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$695M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Industrial Carpenters and Precast Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$43.8M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Ohio Carpenters' Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$102M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Carpenters Pension Trust Fund of Kansas CityUBC Russell 3000 Index Trustcollective trustPooled vehicles$489M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Indiana State Council of Carpenters Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$89.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022United Brotherhood of Carpenters Pension Fund United States SegmentUBC Russell 3000 Index Trustcollective trustPooled vehicles$420M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Carpenters Pension Fund of IllinoisUBC Russell 3000 Index Trustcollective trustPooled vehicles$464M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western States Carpenters Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$2.7B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Northwest Carpenters Retirement PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$859M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Twin City Carpenters and Joiners Pension FundUBC Russell 3000 Index Trustcollective trustPooled vehicles$177M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Carpenters Labor-Management Pension PlanUBC Russell 3000 Index Trustcollective trustPooled vehicles$163M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.