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

Legal & General Long Duration U.S.

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
29
distinct allocators on the tape
Rows
62
across successive reports
Held, latest filings
$1.2B
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
29 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 29), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Abbvie Puerto Rico Pension Plann/aheld--Dec 31, 2024
Acuity Brands, Inc. Legacy Pension Plann/aheld--Dec 31, 2024
Acuity Brands, Inc. Pension Plann/aheld--Dec 31, 2024
AIR France USA Retirement Plann/aheld--Dec 31, 2024
Altru Health System Cash Balance Plann/aheld--Dec 31, 2023
American College of Surgeons Staff Members' Retirement Plann/aheld--Dec 31, 2024
Amerisure Mutual Insurance Company Cash Balance Pension Plann/aheld--Dec 31, 2023
AON Retirement Pension Plann/aheld--Dec 31, 2024
Blonder-Tongue Laboratories, Inc. Bargaining Unit Pension Plann/aheld--Jan 31, 2025
Cleco Corporate Holdings LLC Pension Plann/aheld--Dec 31, 2024
Consolidated Nuclear Security Retirement Plan for Non-Bargaining Pantex Location Employeesn/aheld--Dec 31, 2023
CRH Americas Pension Plann/aheld--Dec 31, 2024
Employees' Retirement Plan of Stihl, Incorporatedn/aheld--Dec 31, 2024
Food Pantry, Ltd. Pension Plann/aheld--Dec 31, 2024
Foodland Super Market, Ltd. Pension Plann/aheld--Dec 31, 2024
Grange Holdings, Inc. Retirement Income Plann/aheld--Mar 31, 2025
Libbey Hourly Retirement Plann/aheld--Dec 31, 2024
Loyola University Employees' Retirement Plann/aheld--Dec 31, 2024
Modern Woodmen of America Employees' Retirement Plann/aheld--Dec 31, 2024
Montefiore Medical Center Hsrp Retirement Plann/aheld--Dec 31, 2023
Mymichigan Health Pension Plan for Armc Employeesn/aheld--Dec 31, 2024
Pension Plan for Employees of Broadcast Music Incn/aheld--Dec 31, 2024
Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Centern/aheld--Jun 30, 2025
PXD Retirement Plan for Non-Bargaining Pxd Location/aheld--Dec 31, 2024
Retirement Plan for Employees of Multicare Health Systemn/aheld--Dec 31, 2024
Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennesseen/aheld--Dec 31, 2024
Southeastern Ohio Regional Medical Center Pension Plann/aheld--Dec 31, 2022
Southwest Retirement and Cash Balance Plann/aheld--Dec 31, 2024
Unicare Retirement Plann/aheld--Dec 31, 2024
Every row
62 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical CenterLegal & General Long Duration U.S.collective trustFixed income$25.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Grange Holdings, Inc. Retirement Income PlanLegal & General Long Duration U.S.collective trustFixed income$57.4M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Blonder-Tongue Laboratories, Inc. Bargaining Unit Pension PlanLegal & General Long Duration U.S.collective trustFixed income$478,760 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Retirement Pension PlanLegal & General Long Duration U.S.collective trustFixed income$97.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Unicare Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$123M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024PXD Retirement Plan for Non-Bargaining Pxd LocatioLegal & General Long Duration U.S.collective trustFixed income$19.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Modern Woodmen of America Employees' Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$113M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Abbvie Puerto Rico Pension PlanLegal & General Long Duration U.S.collective trustFixed income$35.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AIR France USA Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employees' Retirement Plan of Stihl, IncorporatedLegal & General Long Duration U.S.collective trustFixed income$54.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loyola University Employees' Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Southwest Retirement and Cash Balance PlanLegal & General Long Duration U.S.collective trustFixed income$32.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeLegal & General Long Duration U.S.collective trustFixed income$58.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CRH Americas Pension PlanLegal & General Long Duration U.S.103 12 ieFixed income$99.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Acuity Brands, Inc. Legacy Pension PlanLegal & General Long Duration U.S.collective trustFixed income$31.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Food Pantry, Ltd. Pension PlanLegal & General Long Duration U.S.collective trustFixed income$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Acuity Brands, Inc. Pension PlanLegal & General Long Duration U.S.collective trustFixed income$30.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan for Employees of Broadcast Music IncLegal & General Long Duration U.S.collective trustFixed income$31.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of Multicare Health SystemLegal & General Long Duration U.S.collective trustFixed income$69.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Cleco Corporate Holdings LLC Pension PlanLegal & General Long Duration U.S.collective trustFixed income$76.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Libbey Hourly Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$71.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mymichigan Health Pension Plan for Armc EmployeesLegal & General Long Duration U.S.collective trustFixed income$28.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Foodland Super Market, Ltd. Pension PlanLegal & General Long Duration U.S.collective trustFixed income$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024American College of Surgeons Staff Members' Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical CenterLegal & General Long Duration U.S.collective trustFixed income$25.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Grange Holdings, Inc. Retirement Income PlanLegal & General Long Duration U.S.collective trustFixed income$54.9M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Blonder-Tongue Laboratories, Inc. Bargaining Unit Pension PlanLegal & General Long Duration U.S.collective trustFixed income$450,606 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeLegal & General Long Duration U.S.collective trustFixed income$59.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Retirement Pension PlanLegal & General Long Duration U.S.collective trustFixed income$109M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Amerisure Mutual Insurance Company Cash Balance Pension PlanLegal & General Long Duration U.S.collective trustFixed income$29.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mymichigan Health Pension Plan for Armc EmployeesLegal & General Long Duration U.S.collective trustFixed income$20.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Unicare Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$132M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loyola University Employees' Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023CRH Americas Pension PlanLegal & General Long Duration U.S.103 12 ieFixed income$117M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Modern Woodmen of America Employees' Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$110M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Southwest Retirement and Cash Balance PlanLegal & General Long Duration U.S.collective trustFixed income$32.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employees' Retirement Plan of Stihl, IncorporatedLegal & General Long Duration U.S.collective trustFixed income$51.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AIR France USA Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023American College of Surgeons Staff Members' Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Consolidated Nuclear Security Retirement Plan for Non-Bargaining Pantex Location EmployeesLegal & General Long Duration U.S.collective trustFixed income$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Multicare Health SystemLegal & General Long Duration U.S.collective trustFixed income$70.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Acuity Brands, Inc. Legacy Pension PlanLegal & General Long Duration U.S.collective trustFixed income$32.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Acuity Brands, Inc. Pension PlanLegal & General Long Duration U.S.collective trustFixed income$30.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Montefiore Medical Center Hsrp Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Altru Health System Cash Balance PlanLegal & General Long Duration U.S.collective trustFixed income$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical CenterLegal & General Long Duration U.S.collective trustFixed income$24.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Grange Holdings, Inc. Retirement Income PlanLegal & General Long Duration U.S.collective trustFixed income$48.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loyola University Employees' Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022CRH Americas Pension PlanLegal & General Long Duration U.S.103 12 ieFixed income$106M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Altru Health System Cash Balance PlanLegal & General Long Duration U.S.collective trustFixed income$42.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Retirement Pension PlanLegal & General Long Duration U.S.collective trustFixed income$174M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Amerisure Mutual Insurance Company Cash Balance Pension PlanLegal & General Long Duration U.S.collective trustFixed income$28.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Montefiore Medical Center Hsrp Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Unicare Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$38.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Multicare Health SystemLegal & General Long Duration U.S.collective trustFixed income$63.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Consolidated Nuclear Security Retirement Plan for Non-Bargaining Pantex Location EmployeesLegal & General Long Duration U.S.collective trustFixed income$17.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeLegal & General Long Duration U.S.collective trustFixed income$53.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employees' Retirement Plan of Stihl, IncorporatedLegal & General Long Duration U.S.collective trustFixed income$44.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Modern Woodmen of America Employees' Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$100M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Southeastern Ohio Regional Medical Center Pension PlanLegal & General Long Duration U.S.collective trustFixed income$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mymichigan Health Pension Plan for Armc EmployeesLegal & General Long Duration U.S.collective trustFixed income$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022American College of Surgeons Staff Members' Retirement PlanLegal & General Long Duration U.S.collective trustFixed income$6.5M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.