Russell 1000(r) Value Indx Sl Fund

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, never a commitment amount.

Public LPs
7

4 more limited partners and 14 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.

Public LPs
7
distinct allocators on the tape
Rows
7
across successive reports
Held, latest filings
$159M
one row per plan
Latest
Sep 30, 2025
effective date

Plans holding an interest

7 allocators
AllocatorDisclosedStateApprovedClosedReported
Aftra Retirement PlanNot disclosedheld--Nov 30, 2024
Pinnacle West Capital Corporation Retirement PlanNot disclosedheld--Dec 31, 2023
Plumbers Local Union No. 690 Pension FundNot disclosedheld--Jun 30, 2025

+4 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

17 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Western Connecticut Health Network Pension PlanRussell 1000 Value Index Sl Fundcollective trustPooled vehicles$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Plumbers Local Union No. 690 Pension FundRussell 1000 Value Index Sl Fundcollective trustPooled vehicles$38.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Teamsters' Construction Industry & Misc Pension FundRussell 1000 Value Index Sl Fundcollective trustPooled vehicles$24.0M heldDisclosed holdingaskebsa.dol.gov

+14 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.

What changed

No dated events.