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

Msci Acwi Equity Index Non-Lendable

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
12
distinct allocators on the tape
Rows
32
across successive reports
Held, latest filings
$589M
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
12 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 12), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Alaska Electrical Pension Plann/aheld--Dec 31, 2024
American Express Retirement Plann/aheld--Sep 30, 2025
Baystate Health, Inc. Retirement Programn/aheld--Dec 31, 2023
Christiana Care Health Services, Inc. Retirement Plann/aheld--Dec 31, 2024
Christiana Care Visiting Nurse Association Retirement Plann/aheld--Dec 31, 2024
CNH Industrial U.S. Pension Plann/aheld--Dec 31, 2024
Goldman Sachs Employees' Pension Plann/aheld--Nov 30, 2024
Hilton Hotels Retirement Plann/aheld--Dec 31, 2024
Hilton International Cash Balance Pension Plann/aheld--Dec 31, 2022
Tegna Retirement Plann/aheld--Dec 31, 2024
The Neiman Marcus Group LLC Retirement Plann/aheld--Jul 31, 2025
Virginia Mason Medical Center Defined Benefit Retirement Plann/aheld--Dec 31, 2024
Every row
32 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025American Express Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$88.9M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025The Neiman Marcus Group LLC Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$123M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hilton Hotels Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$97.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alaska Electrical Pension PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$33.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Christiana Care Health Services, Inc. Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$54.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CNH Industrial U.S. Pension PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Tegna Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$68.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Christiana Care Visiting Nurse Association Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Virginia Mason Medical Center Defined Benefit Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Goldman Sachs Employees' Pension PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$100M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024American Express Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$161M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024The Neiman Marcus Group LLC Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$110M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Christiana Care Visiting Nurse Association Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Baystate Health, Inc. Retirement ProgramMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023CNH Industrial U.S. Pension PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alaska Electrical Pension PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$28.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Tegna Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$67.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Hilton Hotels Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$104M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Virginia Mason Medical Center Defined Benefit Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Christiana Care Health Services, Inc. Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$57.5M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Goldman Sachs Employees' Pension PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$107M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023American Express Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$205M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023The Neiman Marcus Group LLC Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$85.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022CNH Industrial U.S. Pension PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Baystate Health, Inc. Retirement ProgramMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hilton Hotels Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$112M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Christiana Care Visiting Nurse Association Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Virginia Mason Medical Center Defined Benefit Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Tegna Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$54.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Christiana Care Health Services, Inc. Retirement PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$59.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hilton International Cash Balance Pension PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Alaska Electrical Pension PlanMsci Acwi Equity Index Non-Lendablecollective trustPublic equity$25.4M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.