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

Russell 1000 Index 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 and never a commitment amount; the sponsor printed on the schedule is the manager when a node carries its EIN.

Public LPs
10
distinct allocators on the tape
Rows
23
across successive reports
Held, latest filings
$1.3B
one row per plan
Latest
Apr 30, 2025
effective date
Plans holding an interest
10 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 10), never a fund size.

Every row
23 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Apr 30, 2025Laborers Pension Trust Fund - Detroit and VicinityRussell 1000 Index Fundcollective trustPooled vehicles$348M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ernst & Young Partnership Defined Benefit Retirement PlanRussell 1000 Index Fundcollective trustPooled vehicles$302M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Deseret Mutual Master Retirement PlanRussell 1000 Index Fundcollective trustPooled vehicles$93.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Zoological Society of San Diego Restated Pension Plan for Non-Union EmployeesRussell 1000 Index Fundcollective trustPooled vehicles$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan of General AtomicsRussell 1000 Index Fundcollective trustPooled vehicles$125M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Raley's Group Pension PlanRussell 1000 Index Fundcollective trustPooled vehicles$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Raley's Pension PlanRussell 1000 Index Fundcollective trustPooled vehicles$53.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Laborers Pension Trust Fund - Detroit and VicinityRussell 1000 Index Fundcollective trustPooled vehicles$324M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ernst & Young Partnership Defined Benefit Retirement PlanRussell 1000 Index Fundcollective trustPooled vehicles$282M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Deseret Mutual Master Retirement PlanRussell 1000 Index Fundcollective trustPooled vehicles$72.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Billerud Americas Corporation Employee Pension PlanRussell 1000 Index Fundcollective trustPooled vehicles$107M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Raley's Group Pension PlanRussell 1000 Index Fundcollective trustPooled vehicles$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Raley's Pension PlanRussell 1000 Index Fundcollective trustPooled vehicles$41.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Zoological Society of San Diego Restated Pension Plan for Non-Union EmployeesRussell 1000 Index Fundcollective trustPooled vehicles$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Laborers Pension Trust Fund - Detroit and VicinityRussell 1000 Index Fundcollective trustPooled vehicles$278M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Zoological Society of San Diego Restated Pension Plan for Union EmployeesRussell 1000 Index Fundcollective trustPooled vehicles$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Deseret Mutual Master Retirement PlanRussell 1000 Index Fundcollective trustPooled vehicles$55.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Billerud Americas Corporation Employee Pension PlanRussell 1000 Index Fundcollective trustPooled vehicles$165M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Zoological Society of San Diego Restated Pension Plan for Non-Union EmployeesRussell 1000 Index Fundcollective trustPooled vehicles$18.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Raley's Group Pension PlanRussell 1000 Index Fundcollective trustPooled vehicles$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ernst & Young Partnership Defined Benefit Retirement PlanRussell 1000 Index Fundcollective trustPooled vehicles$230M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ernst & Young Inactive Defined Benefit Retirement PlanRussell 1000 Index Fundcollective trustPooled vehicles$240M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Raley's Pension PlanRussell 1000 Index Fundcollective trustPooled vehicles$38.9M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.