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

Ftse Rafi US 1000 Index Nl Ctf

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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$613M

one row per plan

Latest

Sep 30, 2025

effective date

Plans holding an interest

26 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 26), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Aecom Pension Plan	n/a	held	-	-	Sep 30, 2025
Amended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies	n/a	held	-	-	Dec 31, 2024
American Sugar Refining and Subsidiaries Pension P	n/a	held	-	-	Jun 30, 2025
Automotive Machinists Pension Plan	n/a	held	-	-	Sep 30, 2025
Beth Israel Lahey Health Defined Benefit Plan I	n/a	held	-	-	Jun 30, 2025
Beth Israel Lahey Health Defined Benefit Plan II	n/a	held	-	-	Jun 30, 2025
Boston Medical Center Pension Plan	n/a	held	-	-	Jun 30, 2025
Contran Corporation Pension Plan	n/a	held	-	-	Dec 31, 2024
Cottage Health Pension Plan	n/a	held	-	-	Dec 31, 2022
CRH Americas Pension Plan	n/a	held	-	-	Dec 31, 2024
Culver Educational Foundation Retirement Plan	n/a	held	-	-	Jun 30, 2023
Emory Healthcare, Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2024
Frontier Communications Pension Plan	n/a	held	-	-	Dec 31, 2024
International Painters and Allied Trades Industry Pension Plan	n/a	held	-	-	Dec 31, 2022
Jones Memorial Hospital Pension Plan	n/a	held	-	-	Dec 31, 2024
Keystone Employees' Retirement Plan	n/a	held	-	-	Dec 31, 2024
NEW Jersey Health Care Employers- Pension Plan	n/a	held	-	-	Dec 31, 2024
Newell Brands Consolidated Pension Plan	n/a	held	-	-	Dec 31, 2024
Nicholas H. Noyes Memorial Hospital Employees' Retirement Plan	n/a	held	-	-	Dec 31, 2024
Northern Light Health Retirement Partnership Plan	n/a	held	-	-	Dec 31, 2024
PHH Pension Plan	n/a	held	-	-	Dec 31, 2024
Phibro Animal Health Corporation Pension Plan	n/a	held	-	-	Jun 30, 2025
Retirement Programs of Nl Industries, Inc.	n/a	held	-	-	Dec 31, 2024
Southern California Pipe Trades Retirement Fund	n/a	held	-	-	Dec 31, 2024
UR Medicine Home Care, Certified Services, Inc. Cash Balance Pension Plan	n/a	held	-	-	Dec 31, 2024
Vassar Brothers Hospital Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

57 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Sep 30, 2025	Automotive Machinists Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$30.2M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Aecom Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Beth Israel Lahey Health Defined Benefit Plan II	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$15.5M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Beth Israel Lahey Health Defined Benefit Plan I	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$19.4M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	American Sugar Refining and Subsidiaries Pension P	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Boston Medical Center Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Phibro Animal Health Corporation Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$710,441 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Amended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$280,670 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Southern California Pipe Trades Retirement Fund	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$73.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NEW Jersey Health Care Employers- Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$13.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Programs of Nl Industries, Inc.	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$914,081 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	CRH Americas Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$12.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Keystone Employees' Retirement Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$14.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Vassar Brothers Hospital Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$11.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Emory Healthcare, Inc. Retirement Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$13.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Northern Light Health Retirement Partnership Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$21.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Frontier Communications Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$82.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Nicholas H. Noyes Memorial Hospital Employees' Retirement Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$236,207 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Contran Corporation Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Jones Memorial Hospital Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$572,748 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	UR Medicine Home Care, Certified Services, Inc. Cash Balance Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$305,092 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Newell Brands Consolidated Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$18.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	PHH Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$952,227 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Automotive Machinists Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$26.9M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Aecom Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$3.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Beth Israel Lahey Health Defined Benefit Plan II	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$35.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Beth Israel Lahey Health Defined Benefit Plan I	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$31.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Phibro Animal Health Corporation Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$897,766 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Boston Medical Center Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Frontier Communications Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$181M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	PHH Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Vassar Brothers Hospital Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$11.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Nicholas H. Noyes Memorial Hospital Employees' Retirement Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$329,338 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	CRH Americas Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$13.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Northern Light Health Retirement Partnership Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$21.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	UR Medicine Home Care, Certified Services, Inc. Cash Balance Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$389,810 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Programs of Nl Industries, Inc.	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Contran Corporation Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Jones Memorial Hospital Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$828,410 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Southern California Pipe Trades Retirement Fund	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$84.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Newell Brands Consolidated Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$11.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NEW Jersey Health Care Employers- Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$14.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Keystone Employees' Retirement Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$12.5M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Automotive Machinists Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$20.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Culver Educational Foundation Retirement Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Phibro Animal Health Corporation Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Programs of Nl Industries, Inc.	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	NEW Jersey Health Care Employers- Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$18.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Vassar Brothers Hospital Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$9.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Northern Light Health Retirement Partnership Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$21.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Cottage Health Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$46.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Southern California Pipe Trades Retirement Fund	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$85.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	International Painters and Allied Trades Industry Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$227M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	CRH Americas Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$9.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Frontier Communications Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$210M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Newell Brands Consolidated Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$17.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Contran Corporation Pension Plan	Ftse Rafi US 1000 Index Nl Ctfcollective trust	Pooled vehicles	$3.1M held	Disclosed holding	askebsa.dol.gov

What changed

Jun 30, 2025Holding startedAmerican Sugar Refining and Subsidiaries Pension P
American Sugar Refining and Subsidiaries Pension P first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $1M at 2025-06-30
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Dec 31, 2024Holding startedAmended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies
Amended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $280,670 at 2024-12-31
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Dec 31, 2024Holding startedEmory Healthcare, Inc. Retirement Plan
Emory Healthcare, Inc. Retirement Plan first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $13M at 2024-12-31
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Sep 30, 2024Holding startedAecom Pension Plan
Aecom Pension Plan first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $3M at 2024-09-30
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan
Culver Educational Foundation Retirement Plan no longer reports Ftse Rafi US 1000 Index Nl Ctf (last held $3M at 2023-06-30; absent from the 2024-06-30 filing)
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Jun 30, 2024Holding startedBeth Israel Lahey Health Defined Benefit Plan II
Beth Israel Lahey Health Defined Benefit Plan II first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $35M at 2024-06-30
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Jun 30, 2024Holding startedBeth Israel Lahey Health Defined Benefit Plan I
Beth Israel Lahey Health Defined Benefit Plan I first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $31M at 2024-06-30
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Jun 30, 2024Holding startedBoston Medical Center Pension Plan
Boston Medical Center Pension Plan first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $3M at 2024-06-30
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceCottage Health Pension Plan
Cottage Health Pension Plan no longer reports Ftse Rafi US 1000 Index Nl Ctf (last held $47M at 2022-12-31; absent from the 2023-12-31 filing)
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Dec 31, 2023Holding startedJones Memorial Hospital Pension Plan
Jones Memorial Hospital Pension Plan first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $828,410 at 2023-12-31
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Dec 31, 2023Holding startedUR Medicine Home Care, Certified Services, Inc. Cash Balance Pension Plan
UR Medicine Home Care, Certified Services, Inc. Cash Balance Pension Plan first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $389,810 at 2023-12-31
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceInternational Painters and Allied Trades Industry Pension Plan
International Painters and Allied Trades Industry Pension Plan no longer reports Ftse Rafi US 1000 Index Nl Ctf (last held $227M at 2022-12-31; absent from the 2023-12-31 filing)
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Dec 31, 2023Holding startedNicholas H. Noyes Memorial Hospital Employees' Retirement Plan
Nicholas H. Noyes Memorial Hospital Employees' Retirement Plan first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $329,338 at 2023-12-31
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Dec 31, 2023Holding startedKeystone Employees' Retirement Plan
Keystone Employees' Retirement Plan first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $13M at 2023-12-31
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
Dec 31, 2022Holding startedFrontier Communications Pension Plan
Frontier Communications Pension Plan first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $210M at 2022-12-31
with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov