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

Spartan 500 Index Pool

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

$712M

one row per plan

Latest

Oct 31, 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
Aera Energy Services Company Cash Balance Plan	n/a	held	-	-	Dec 31, 2024
Capgemini Cash Balance Retirement Plan	n/a	held	-	-	Dec 31, 2024
Carle Health Central Illinois Pension Plan	n/a	held	-	-	Nov 30, 2024
Cbera Plan C	n/a	held	-	-	Dec 31, 2024
Circor International, Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2024
Earle M. Jorgensen Hourly Employees Pension Plan	n/a	held	-	-	Dec 31, 2024
Galileo & Worldspan U.S. Legacy Pension Plan	n/a	held	-	-	Dec 31, 2024
ING Financial Services LLC Retirement Plan	n/a	held	-	-	Dec 31, 2024
Ingersoll Rand Industrial U.S., Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Marelli North America, Inc. Defined Benefit Plan	n/a	held	-	-	Dec 31, 2024
MG Advantage Retirement Plan	n/a	held	-	-	Dec 31, 2024
Oerlikon USA Holding, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Pension Plan for Salaried Employees of Alcon	n/a	held	-	-	Dec 31, 2024
Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund	n/a	held	-	-	Dec 31, 2023
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	n/a	held	-	-	Dec 31, 2024
Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company	n/a	held	-	-	Dec 31, 2024
Retirement Plan for Employees of Southern States	n/a	held	-	-	Jun 30, 2025
Retirement Plan for Pilots of Piedmont Airlines, Inc.	n/a	held	-	-	Dec 31, 2024
Stmicroelectronics, Inc. Retirement Plan	n/a	held	-	-	Dec 31, 2024
Texas United Corporation Pension Plan	n/a	held	-	-	Dec 31, 2024
The Defined Benefit Plan of Adams Community Bank	n/a	held	-	-	Oct 31, 2025
The Defined Benefit Plan of the Institution for Savings in Newburyport	n/a	held	-	-	Oct 31, 2025
The Manitowoc Company, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
The Oilgear Company Retirement Plan	n/a	held	-	-	Dec 31, 2024
The Oregon Tool Retirement Plan	n/a	held	-	-	Dec 31, 2024
The Purdue Pharma L. P. Pension Plan	n/a	held	-	-	Dec 31, 2024
The Retirement Plan of Kennebunk Savings Bank	n/a	held	-	-	Dec 31, 2024
Unify Financial Credit Union Pension Plan	n/a	held	-	-	Dec 31, 2024
Vantiva USA Inc. Pension Plan for Employees	n/a	held	-	-	Dec 31, 2024
West Fraser, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2022

Every row

77 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Oct 31, 2025	The Defined Benefit Plan of Adams Community Bank	Spartan 500 Index Poolcollective trust	Pooled vehicles	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	The Defined Benefit Plan of the Institution for Savings in Newburyport	Spartan 500 Index Poolcollective trust	Pooled vehicles	$27.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Retirement Plan for Employees of Southern States	Spartan 500 Index Poolcollective trust	Pooled vehicles	$37.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Capgemini Cash Balance Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$16.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Earle M. Jorgensen Hourly Employees Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$14.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Cbera Plan C	Spartan 500 Index Poolcollective trust	Pooled vehicles	$39.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Circor International, Inc. Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$21.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Oerlikon USA Holding, Inc. Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Texas United Corporation Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$30.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Vantiva USA Inc. Pension Plan for Employees	Spartan 500 Index Poolcollective trust	Pooled vehicles	$9.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	MG Advantage Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$19.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Stmicroelectronics, Inc. Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$62.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Oregon Tool Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$16.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ingersoll Rand Industrial U.S., Inc. Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$11.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Aera Energy Services Company Cash Balance Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$64.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Pilots of Piedmont Airlines, Inc.	Spartan 500 Index Poolcollective trust	Pooled vehicles	$15.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Marelli North America, Inc. Defined Benefit Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$7.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan for Salaried Employees of Alcon	Spartan 500 Index Poolcollective trust	Pooled vehicles	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Retirement Plan of Kennebunk Savings Bank	Spartan 500 Index Poolcollective trust	Pooled vehicles	$6.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Galileo & Worldspan U.S. Legacy Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$60.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Manitowoc Company, Inc. Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$15.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Unify Financial Credit Union Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$20.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company	Spartan 500 Index Poolcollective trust	Pooled vehicles	$55.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	ING Financial Services LLC Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Purdue Pharma L. P. Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$66.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Oilgear Company Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$804,176 held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2024	Carle Health Central Illinois Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$35.9M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	The Defined Benefit Plan of Adams Community Bank	Spartan 500 Index Poolcollective trust	Pooled vehicles	$7.9M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	The Defined Benefit Plan of the Institution for Savings in Newburyport	Spartan 500 Index Poolcollective trust	Pooled vehicles	$24.2M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Retirement Plan for Employees of Southern States	Spartan 500 Index Poolcollective trust	Pooled vehicles	$39.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Aera Energy Services Company Cash Balance Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$58.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Oilgear Company Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$763,182 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Purdue Pharma L. P. Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$57.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Unify Financial Credit Union Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$17.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Circor International, Inc. Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$20.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Stmicroelectronics, Inc. Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$57.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company	Spartan 500 Index Poolcollective trust	Pooled vehicles	$63.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Marelli North America, Inc. Defined Benefit Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$5.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Oregon Tool Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$14.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	ING Financial Services LLC Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$7.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Cbera Plan C	Spartan 500 Index Poolcollective trust	Pooled vehicles	$21.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Galileo & Worldspan U.S. Legacy Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$71.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Texas United Corporation Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$25.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	MG Advantage Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$19.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Oerlikon USA Holding, Inc. Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$6.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund	Spartan 500 Index Poolcollective trust	Pooled vehicles	$19.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Capgemini Cash Balance Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$13.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Vantiva USA Inc. Pension Plan for Employees	Spartan 500 Index Poolcollective trust	Pooled vehicles	$8.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Manitowoc Company, Inc. Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$15.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for Salaried Employees of Alcon	Spartan 500 Index Poolcollective trust	Pooled vehicles	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2023	Carle Health Central Illinois Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$20.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	The Defined Benefit Plan of Adams Community Bank	Spartan 500 Index Poolcollective trust	Pooled vehicles	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	The Defined Benefit Plan of the Institution for Savings in Newburyport	Spartan 500 Index Poolcollective trust	Pooled vehicles	$13.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Cbera Plan C	Spartan 500 Index Poolcollective trust	Pooled vehicles	$15.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Manitowoc Company, Inc. Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$13.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Capgemini Cash Balance Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$12.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company	Spartan 500 Index Poolcollective trust	Pooled vehicles	$58.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Oerlikon USA Holding, Inc. Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$5.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Circor International, Inc. Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$19.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Unify Financial Credit Union Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$12.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	ING Financial Services LLC Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for Salaried Employees of Alcon	Spartan 500 Index Poolcollective trust	Pooled vehicles	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Texas United Corporation Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$21.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Vantiva USA Inc. Pension Plan for Employees	Spartan 500 Index Poolcollective trust	Pooled vehicles	$9.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	West Fraser, Inc. Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$14.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund	Spartan 500 Index Poolcollective trust	Pooled vehicles	$17.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Purdue Pharma L. P. Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$50.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Stmicroelectronics, Inc. Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$51.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	MG Advantage Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$14.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Marelli North America, Inc. Defined Benefit Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$83,840 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Oregon Tool Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$11.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Galileo & Worldspan U.S. Legacy Pension Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$63.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Oilgear Company Retirement Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$684,388 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Aera Energy Services Company Cash Balance Plan	Spartan 500 Index Poolcollective trust	Pooled vehicles	$44.6M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2024Holding startedIngersoll Rand Industrial U.S., Inc. Pension Plan
Ingersoll Rand Industrial U.S., Inc. Pension Plan first reports an interest in Spartan 500 Index Pool: $12M at 2024-12-31
with Spartan 500 Index Poolaskebsa.dol.gov