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

Equity 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
25
distinct allocators on the tape
Rows
65
across successive reports
Held, latest filings
$4.3B
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
25 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 25), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Chevron Phillips Chemical Puerto Rico Core LLC Pension Plann/aheld--Dec 31, 2024
Cic-Toc Pension Plann/aheld--Dec 31, 2024
Club Pension Plann/aheld--Dec 31, 2024
Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC.n/aheld--Dec 31, 2024
Factory Mutual Insurance Company Pension Plann/aheld--Dec 31, 2024
Frontier Communications Pension Plann/aheld--Dec 31, 2020
Kpmg Partner Pension Plann/aheld--Dec 31, 2024
Kpmg Pension Plann/aheld--Dec 31, 2024
Lumber Industry Pension Plann/aheld--Dec 31, 2024
Mattel Cash Balance Plann/aheld--Dec 31, 2022
Mony Life Retirement Income Security Plan for Employeesn/aheld--Dec 31, 2024
N. Atlantic States Carp. Guaranteed Annuity Fundn/aheld--Dec 31, 2024
N. Atlantic States Carp. Pension Fundn/aheld--Dec 31, 2024
National Fuel Gas Company Retirement Plann/aheld--Dec 31, 2019
Nextera Energy, Inc. Employee Pension Plann/aheld--Dec 31, 2024
Operating Engineers Local 101 Pension Fundn/aheld--Dec 31, 2024
Pentegra Defined Benefit Plan for Financial Instn/aheld--Jun 30, 2025
Pfizer Consolidated Pension Plann/aheld--Dec 31, 2024
Summa Health Retirement Income Plan and Trustn/aheld--Dec 31, 2024
The Aerospace Employees' Retirement Plan (aerp)n/aheld--Sep 30, 2025
The Canada Life Assurance Company United States Consolidated Pension Plann/aheld--Dec 31, 2023
The Citigroup Pension Plann/aheld--Dec 31, 2024
The Pnc Financial Services Group, Inc. Pension Plann/aheld--Dec 31, 2024
TI Employees Pension Plann/aheld--Dec 31, 2024
United Mine Workers of America 1974 Pension Plann/aheld--Jun 30, 2025
Every row
65 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025The Aerospace Employees' Retirement Plan (aerp)Equity Index Fundcollective trustPublic equity$469M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025United Mine Workers of America 1974 Pension PlanEquity Index Fundcollective trustPublic equity$52.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Pentegra Defined Benefit Plan for Financial InstEquity Index Fundcollective trustPublic equity$74.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Club Pension PlanEquity Index Fundcollective trustPublic equity$581M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC.Equity Index Fundcollective trustPublic equity$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nextera Energy, Inc. Employee Pension PlanEquity Index Fundcollective trustPublic equity$202M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N. Atlantic States Carp. Pension FundEquity Index Fundcollective trustPublic equity$46.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Operating Engineers Local 101 Pension FundEquity Index Fundcollective trustPublic equity$270M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pfizer Consolidated Pension PlanEquity Index Fundcollective trustPublic equity$75.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Factory Mutual Insurance Company Pension PlanEquity Index Fundcollective trustPublic equity$513M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Cic-Toc Pension PlanEquity Index Fundcollective trustPublic equity$19.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Lumber Industry Pension PlanEquity Index Fundcollective trustPublic equity$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Summa Health Retirement Income Plan and TrustEquity Index Fundcollective trustPublic equity$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N. Atlantic States Carp. Guaranteed Annuity FundEquity Index Fundcollective trustPublic equity$97.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Pnc Financial Services Group, Inc. Pension PlanEquity Index Fundcollective trustPublic equity$384M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mony Life Retirement Income Security Plan for EmployeesEquity Index Fundcollective trustPublic equity$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Kpmg Pension PlanEquity Index Fundcollective trustPublic equity$525M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Chevron Phillips Chemical Puerto Rico Core LLC Pension PlanEquity Index Fundcollective trustPublic equity$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Citigroup Pension PlanEquity Index Fundcollective trustPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024TI Employees Pension PlanEquity Index Fundcollective trustPublic equity$109M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Kpmg Partner Pension PlanEquity Index Fundcollective trustPublic equity$126M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024The Aerospace Employees' Retirement Plan (aerp)Equity Index Fundcollective trustPublic equity$457M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Pentegra Defined Benefit Plan for Financial InstEquity Index Fundcollective trustPublic equity$78.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024United Mine Workers of America 1974 Pension PlanEquity Index Fundcollective trustPublic equity$45.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC.Equity Index Fundcollective trustPublic equity$26.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Canada Life Assurance Company United States Consolidated Pension PlanEquity Index Fundcollective trustPublic equity$806,517 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023TI Employees Pension PlanEquity Index Fundcollective trustPublic equity$105M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pfizer Consolidated Pension PlanEquity Index Fundcollective trustPublic equity$67.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Citigroup Pension PlanEquity Index Fundcollective trustPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Cic-Toc Pension PlanEquity Index Fundcollective trustPublic equity$18.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nextera Energy, Inc. Employee Pension PlanEquity Index Fundcollective trustPublic equity$48.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Kpmg Pension PlanEquity Index Fundcollective trustPublic equity$539M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Kpmg Partner Pension PlanEquity Index Fundcollective trustPublic equity$123M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Summa Health Retirement Income Plan and TrustEquity Index Fundcollective trustPublic equity$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Factory Mutual Insurance Company Pension PlanEquity Index Fundcollective trustPublic equity$410M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N. Atlantic States Carp. Guaranteed Annuity FundEquity Index Fundcollective trustPublic equity$104M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N. Atlantic States Carp. Pension FundEquity Index Fundcollective trustPublic equity$39.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Pnc Financial Services Group, Inc. Pension PlanEquity Index Fundcollective trustPublic equity$355M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Club Pension PlanEquity Index Fundcollective trustPublic equity$776M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Chevron Phillips Chemical Puerto Rico Core LLC Pension PlanEquity Index Fundcollective trustPublic equity$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Lumber Industry Pension PlanEquity Index Fundcollective trustPublic equity$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Operating Engineers Local 101 Pension FundEquity Index Fundcollective trustPublic equity$258M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023The Aerospace Employees' Retirement Plan (aerp)Equity Index Fundcollective trustPublic equity$404M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pentegra Defined Benefit Plan for Financial InstEquity Index Fundcollective trustPublic equity$62.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023United Mine Workers of America 1974 Pension PlanEquity Index Fundcollective trustPublic equity$45.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Kpmg Partner Pension PlanEquity Index Fundcollective trustPublic equity$89.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nextera Energy, Inc. Employee Pension PlanEquity Index Fundcollective trustPublic equity$38.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Chevron Phillips Chemical Puerto Rico Core LLC Pension PlanEquity Index Fundcollective trustPublic equity$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N. Atlantic States Carp. Pension FundEquity Index Fundcollective trustPublic equity$54.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Pnc Financial Services Group, Inc. Pension PlanEquity Index Fundcollective trustPublic equity$368M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Club Pension PlanEquity Index Fundcollective trustPublic equity$691M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Citigroup Pension PlanEquity Index Fundcollective trustPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Operating Engineers Local 101 Pension FundEquity Index Fundcollective trustPublic equity$214M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pfizer Consolidated Pension PlanEquity Index Fundcollective trustPublic equity$64.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC.Equity Index Fundcollective trustPublic equity$26.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Canada Life Assurance Company United States Consolidated Pension PlanEquity Index Fundcollective trustPublic equity$880,493 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Factory Mutual Insurance Company Pension PlanEquity Index Fundcollective trustPublic equity$477M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022TI Employees Pension PlanEquity Index Fundcollective trustPublic equity$99.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lumber Industry Pension PlanEquity Index Fundcollective trustPublic equity$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Summa Health Retirement Income Plan and TrustEquity Index Fundcollective trustPublic equity$17.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mattel Cash Balance PlanEquity Index Fundcollective trustPublic equity$33.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N. Atlantic States Carp. Guaranteed Annuity FundEquity Index Fundcollective trustPublic equity$115M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Kpmg Pension PlanEquity Index Fundcollective trustPublic equity$529M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2020Frontier Communications Pension PlanEquity Index Fundcollective trustPublic equity$610M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2019National Fuel Gas Company Retirement PlanEquity Index Fundcollective trustPublic equity$67.1M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.