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

Principal/dodge & Cox Intermediate

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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$78.4M

one row per plan

Latest

Sep 30, 2025

effective date

Plans holding an interest

30 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 30), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Andex Industries Inc & Anthony & Co. Retirement Plan	n/a	held	-	-	Dec 31, 2023
Beltone Electronics Corporation Retirement Plan	n/a	held	-	-	Oct 31, 2023
Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees	n/a	held	-	-	Dec 31, 2023
Cypress Lawn Cemetery Association Retirement Plan	n/a	held	-	-	Sep 30, 2023
Gchi Retirement Plan	n/a	held	-	-	Dec 31, 2023
Hallstar Services Corp. Retirement Income Plan	n/a	held	-	-	Sep 30, 2024
Henry Modell & Co. , Inc. Employees' Retirement Plan	n/a	held	-	-	Dec 31, 2023
Kenosha Beef International, Ltd. Employees' Pension Plan	n/a	held	-	-	Aug 31, 2025
Kenosha Beef International, Ltd. Employees' Pension Plan for Non-Union Employees	n/a	held	-	-	Mar 31, 2025
Keystone Cement Company Retirement Plan for Hourly Employees	n/a	held	-	-	Sep 30, 2023
Lakeside Country Club Pension Plan	n/a	held	-	-	Dec 31, 2022
Loop LLC Employees' Retirement Plan	n/a	held	-	-	Dec 31, 2024
Ltmi Defined Benefit Plan	n/a	held	-	-	Jun 30, 2025
ME West Castings Pension Plan for Tempe Bargaining Unit Employees	n/a	held	-	-	Dec 31, 2024
Mosbacher Energy Company Retirement Plan	n/a	held	-	-	Dec 31, 2024
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates	n/a	held	-	-	Dec 31, 2022
Pension Plan for the Employees of Mountainview Nursing Home	n/a	held	-	-	Dec 31, 2024
Retirement Pl for Hrly Ees of Giant Cement Company	n/a	held	-	-	Sep 30, 2023
Retirement Plan for Hourly Employees Lehigh Cement Company LP	n/a	held	-	-	Dec 31, 2024
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates	n/a	held	-	-	Dec 31, 2023
Retirement Plan of Louisiana Pigment Company, L.P.	n/a	held	-	-	Dec 31, 2023
Revised Retirement Plan for Employees of Tension Envelope Corporation (new York and Iowa)	n/a	held	-	-	Feb 28, 2025
Sierra Club Retirement Plan	n/a	held	-	-	Sep 30, 2023
ST. Peter's Health Cashplus Retirement Plan	n/a	held	-	-	Dec 31, 2024
Stoel Rives LLP Cash Balance Plan	n/a	held	-	-	Dec 31, 2024
TBI Airport Management, Inc. Retirement Plan for Certain Hourly Employees	n/a	held	-	-	Dec 31, 2022
Tension Envelope Corporation Restated Retirement Plan	n/a	held	-	-	Sep 30, 2025
The Homestead Retirement Plan	n/a	held	-	-	Mar 31, 2023
The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan	n/a	held	-	-	Dec 31, 2024
United Stars, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

64 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Sep 30, 2025	Tension Envelope Corporation Restated Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Aug 31, 2025	Kenosha Beef International, Ltd. Employees' Pension Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Ltmi Defined Benefit Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Kenosha Beef International, Ltd. Employees' Pension Plan for Non-Union Employees	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Feb 28, 2025	Revised Retirement Plan for Employees of Tension Envelope Corporation (new York and Iowa)	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$684,973 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Hourly Employees Lehigh Cement Company LP	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Stoel Rives LLP Cash Balance Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan for the Employees of Mountainview Nursing Home	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$630,642 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$251,811 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	ME West Castings Pension Plan for Tempe Bargaining Unit Employees	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$473,044 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	ST. Peter's Health Cashplus Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$5.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	United Stars, Inc. Pension Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Loop LLC Employees' Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$227,598 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mosbacher Energy Company Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$115,200 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Tension Envelope Corporation Restated Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Hallstar Services Corp. Retirement Income Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Aug 31, 2024	Kenosha Beef International, Ltd. Employees' Pension Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$952,839 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Ltmi Defined Benefit Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Kenosha Beef International, Ltd. Employees' Pension Plan for Non-Union Employees	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Feb 29, 2024	Revised Retirement Plan for Employees of Tension Envelope Corporation (new York and Iowa)	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$658,644 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$223,487 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Henry Modell & Co. , Inc. Employees' Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	ST. Peter's Health Cashplus Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$4.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Loop LLC Employees' Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$170,628 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mosbacher Energy Company Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Gchi Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	United Stars, Inc. Pension Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	ME West Castings Pension Plan for Tempe Bargaining Unit Employees	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$421,465 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Stoel Rives LLP Cash Balance Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$18.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$369,449 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Hourly Employees Lehigh Cement Company LP	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan of Louisiana Pigment Company, L.P.	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for the Employees of Mountainview Nursing Home	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$613,847 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Andex Industries Inc & Anthony & Co. Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Beltone Electronics Corporation Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Sierra Club Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Tension Envelope Corporation Restated Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Hallstar Services Corp. Retirement Income Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Cypress Lawn Cemetery Association Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Retirement Pl for Hrly Ees of Giant Cement Company	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Keystone Cement Company Retirement Plan for Hourly Employees	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Aug 31, 2023	Kenosha Beef International, Ltd. Employees' Pension Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$823,168 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Ltmi Defined Benefit Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Kenosha Beef International, Ltd. Employees' Pension Plan for Non-Union Employees	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	The Homestead Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$655,325 held	Disclosed holding	askebsa.dol.gov
as of Feb 28, 2023	Revised Retirement Plan for Employees of Tension Envelope Corporation (new York and Iowa)	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$638,225 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$419,241 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	ST. Peter's Health Cashplus Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$4.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for the Employees of Mountainview Nursing Home	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$568,205 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Andex Industries Inc & Anthony & Co. Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$908,170 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Henry Modell & Co. , Inc. Employees' Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mosbacher Energy Company Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for Hourly Employees Lehigh Cement Company LP	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for Employees of Shintech Incorporated and Certain Affiliates	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$15.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	TBI Airport Management, Inc. Retirement Plan for Certain Hourly Employees	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$540,587 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Lakeside Country Club Pension Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$523,721 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan of Louisiana Pigment Company, L.P.	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	ME West Castings Pension Plan for Tempe Bargaining Unit Employees	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$378,441 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$18.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$173,792 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Gchi Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Loop LLC Employees' Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$69,891 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2022	Sierra Club Retirement Plan	Principal/dodge & Cox Intermediatecollective trust	Pooled vehicles	$3.3M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2025Holding endedinferenceThe Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan
The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan no longer reports Principal/dodge & Cox Intermediate (last held $251,811 at 2024-12-31; absent from the 2025-12-31 filing)
with Principal/dodge & Cox Intermediateaskebsa.dol.gov
Sep 30, 2025Holding endedinferenceHallstar Services Corp. Retirement Income Plan
Hallstar Services Corp. Retirement Income Plan no longer reports Principal/dodge & Cox Intermediate (last held $2M at 2024-09-30; absent from the 2025-09-30 filing)
with Principal/dodge & Cox Intermediateaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates no longer reports Principal/dodge & Cox Intermediate (last held $19M at 2023-12-31; absent from the 2024-12-31 filing)
with Principal/dodge & Cox Intermediateaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceGchi Retirement Plan
Gchi Retirement Plan no longer reports Principal/dodge & Cox Intermediate (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
with Principal/dodge & Cox Intermediateaskebsa.dol.gov
Sep 30, 2024Holding endedinferenceKeystone Cement Company Retirement Plan for Hourly Employees
Keystone Cement Company Retirement Plan for Hourly Employees no longer reports Principal/dodge & Cox Intermediate (last held $1M at 2023-09-30; absent from the 2024-09-30 filing)
with Principal/dodge & Cox Intermediateaskebsa.dol.gov
Sep 30, 2024Holding endedinferenceCypress Lawn Cemetery Association Retirement Plan
Cypress Lawn Cemetery Association Retirement Plan no longer reports Principal/dodge & Cox Intermediate (last held $2M at 2023-09-30; absent from the 2024-09-30 filing)
with Principal/dodge & Cox Intermediateaskebsa.dol.gov
Sep 30, 2024Holding endedinferenceRetirement Pl for Hrly Ees of Giant Cement Company
Retirement Pl for Hrly Ees of Giant Cement Company no longer reports Principal/dodge & Cox Intermediate (last held $1M at 2023-09-30; absent from the 2024-09-30 filing)
with Principal/dodge & Cox Intermediateaskebsa.dol.gov
Mar 31, 2024Holding endedinferenceThe Homestead Retirement Plan
The Homestead Retirement Plan no longer reports Principal/dodge & Cox Intermediate (last held $655,325 at 2023-03-31; absent from the 2024-03-31 filing)
with Principal/dodge & Cox Intermediateaskebsa.dol.gov
Dec 31, 2023Holding startedUnited Stars, Inc. Pension Plan
United Stars, Inc. Pension Plan first reports an interest in Principal/dodge & Cox Intermediate: $1M at 2023-12-31
with Principal/dodge & Cox Intermediateaskebsa.dol.gov
Dec 31, 2023Holding endedinferencePension Plan for Employees of Shintech Incorporated and Certain Affiliates
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates no longer reports Principal/dodge & Cox Intermediate (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)
with Principal/dodge & Cox Intermediateaskebsa.dol.gov
Dec 31, 2023Holding startedStoel Rives LLP Cash Balance Plan
Stoel Rives LLP Cash Balance Plan first reports an interest in Principal/dodge & Cox Intermediate: $4M at 2023-12-31
with Principal/dodge & Cox Intermediateaskebsa.dol.gov