UBC Russell 3000 Index Trust
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 44 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.
Plans holding an interest
How limited partners are countedOne 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.| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Carpenters Labor-Management Pension Plan | Not disclosed | held | - | - | Dec 31, 2024 |
| Carpenters Pension Fund of Illinois | Not disclosed | held | - | - | Dec 31, 2024 |
| Carpenters Pension Trust Fund for Northern California | Not disclosed | held | - | - | Aug 31, 2025 |
+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
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Carpenters Pension Trust Fund for Northern California | UBC Russell 3000 Index Trustcollective trust | Pooled vehicles | $3.5B held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund | UBC Russell 3000 Index Trustcollective trust | Pooled vehicles | $787M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Mid-America Carpenters Regional Council Pension Fund | UBC Russell 3000 Index Trustcollective trust | Pooled vehicles | $3.2B held | Disclosed holding | askebsa.dol.gov |
+44 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.