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.
Russell 1000(r) Value Indx Sl Fund
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.
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 7), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Aftra Retirement Plan | n/a | held | - | - | Nov 30, 2024 |
| Pinnacle West Capital Corporation Retirement Plan | n/a | held | - | - | Dec 31, 2023 |
| Plumbers Local Union No. 690 Pension Fund | n/a | held | - | - | Jun 30, 2025 |
| Plumbers Lu 690 Metal Trades Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| State Department Federal Credit Union Defined Benefit Pension Plan | n/a | held | - | - | Dec 31, 2022 |
| Teamsters' Construction Industry & Misc Pension Fund | n/a | held | - | - | Dec 31, 2024 |
| Western Connecticut Health Network Pension Plan | n/a | held | - | - | Sep 30, 2025 |