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 2000 Index Cit N

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

$31.7M

one row per plan

Latest

Dec 31, 2025

effective date

Plans holding an interest

27 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 27), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Ampacet Corporation Employees' Retirement Plan	n/a	held	-	-	Jun 30, 2025
Buck Consultants Retirement Plan	n/a	held	-	-	Dec 31, 2023
Carmax, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Carolina Turkeys Employees' Pension Plan	n/a	held	-	-	Sep 30, 2025
Defined Benefit Plan for United Way of New York City	n/a	held	-	-	Dec 31, 2024
Faribault Foods, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Front Porch Retirement Income Plan	n/a	held	-	-	Dec 31, 2024
Goodman Co,lp Fayetteville Bargunit Pension Plan	n/a	held	-	-	Dec 31, 2022
Grinnell Mutual Retirement Plan	n/a	held	-	-	Dec 31, 2024
Kloeckner Metals Defined Benefit Plan	n/a	held	-	-	Dec 31, 2024
Lacrosse Footwear, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Mackay Communications, Inc. Employees' Pension Plan and Trust	n/a	held	-	-	Dec 31, 2024
Minneapolis Clinic Employees' Pension Plan	n/a	held	-	-	Dec 31, 2023
Pension Plan for Hourly Employees of Timber Products Co and Affiliates	n/a	held	-	-	Dec 31, 2023
Pension Plan for Hourly Employees of Timber Products Michigan Limited Partnership	n/a	held	-	-	Dec 31, 2023
Pension Plan for Salaried Employees of Timber Products Company & Affiliates	n/a	held	-	-	Dec 31, 2023
Pension Plan of United Way of the Bay Area	n/a	held	-	-	Jun 30, 2023
Pool Company Retirement Income Plan	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, 2024
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.	n/a	held	-	-	Dec 31, 2024
Seattle Symphony Players Pension Plan	n/a	held	-	-	Jun 30, 2025
Southern Oregon Orthopedics, Inc. Cash Balance Plan	n/a	held	-	-	Dec 31, 2024
The Gradall Company Employees' Retirement Plan	n/a	held	-	-	Dec 31, 2023
The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan	n/a	held	-	-	Dec 31, 2025
The Woodbridge Group U.S. Salaried Employees' Pension Plan	n/a	held	-	-	Dec 31, 2024
Timber Products Company Replacement Pension Plan	n/a	held	-	-	Dec 31, 2023
Zurn Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

60 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2025	The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$139,340 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Carolina Turkeys Employees' Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$681,032 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Seattle Symphony Players Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$963,258 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Ampacet Corporation Employees' Retirement Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Faribault Foods, Inc. Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$445,082 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Lacrosse Footwear, Inc. Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$605,233 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$556,885 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Zurn Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Southern Oregon Orthopedics, Inc. Cash Balance Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$412,846 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mackay Communications, Inc. Employees' Pension Plan and Trust	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pool Company Retirement Income Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$739,958 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Carmax, Inc. Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Kloeckner Metals Defined Benefit Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$597,560 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Front Porch Retirement Income Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$415,642 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Woodbridge Group U.S. Salaried Employees' Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Defined Benefit Plan for United Way of New York City	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$121,643 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Grinnell Mutual Retirement Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Carolina Turkeys Employees' Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$606,741 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Ampacet Corporation Employees' Retirement Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Seattle Symphony Players Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$873,921 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Faribault Foods, Inc. Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$293,119 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Gradall Company Employees' Retirement Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$76,476 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Southern Oregon Orthopedics, Inc. Cash Balance Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$364,057 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Lacrosse Footwear, Inc. Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$607,496 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Minneapolis Clinic Employees' Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$263,883 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mackay Communications, Inc. Employees' Pension Plan and Trust	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Zurn Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for Salaried Employees of Timber Products Company & Affiliates	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$275,144 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Timber Products Company Replacement Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$167,490 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for Hourly Employees of Timber Products Michigan Limited Partnership	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$70,094 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for Hourly Employees of Timber Products Co and Affiliates	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$214,643 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Woodbridge Group U.S. Salaried Employees' Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Kloeckner Metals Defined Benefit Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$693,916 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Carmax, Inc. Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$14.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Buck Consultants Retirement Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Grinnell Mutual Retirement Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pool Company Retirement Income Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$736,279 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Defined Benefit Plan for United Way of New York City	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$144,780 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Carolina Turkeys Employees' Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$549,613 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Pension Plan of United Way of the Bay Area	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$556,425 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Seattle Symphony Players Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for Salaried Employees of Timber Products Company & Affiliates	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$280,108 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Timber Products Company Replacement Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$170,363 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pool Company Retirement Income Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$705,328 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Minneapolis Clinic Employees' Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$385,749 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Southern Oregon Orthopedics, Inc. Cash Balance Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$313,819 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Zurn Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Carmax, Inc. Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$17.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Grinnell Mutual Retirement Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Gradall Company Employees' Retirement Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$261,372 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Woodbridge Group U.S. Salaried Employees' Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Lacrosse Footwear, Inc. Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$588,465 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Buck Consultants Retirement Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for Hourly Employees of Timber Products Michigan Limited Partnership	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$74,220 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Defined Benefit Plan for United Way of New York City	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$138,087 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Faribault Foods, Inc. Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$419,356 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Kloeckner Metals Defined Benefit Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for Hourly Employees of Timber Products Co and Affiliates	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$235,359 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Goodman Co,lp Fayetteville Bargunit Pension Plan	Russell 2000 Index Cit Ncollective trust	Pooled vehicles	$355,334 held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2025Holding startedThe Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan
The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan first reports an interest in Russell 2000 Index Cit N: $139,340 at 2025-12-31
with Russell 2000 Index Cit Naskebsa.dol.gov
Dec 31, 2024Holding startedRetirement 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 first reports an interest in Russell 2000 Index Cit N: $3M at 2024-12-31
with Russell 2000 Index Cit Naskebsa.dol.gov
Dec 31, 2024Holding startedFront Porch Retirement Income Plan
Front Porch Retirement Income Plan first reports an interest in Russell 2000 Index Cit N: $415,642 at 2024-12-31
with Russell 2000 Index Cit Naskebsa.dol.gov
Dec 31, 2024Holding endedinferenceThe Gradall Company Employees' Retirement Plan
The Gradall Company Employees' Retirement Plan no longer reports Russell 2000 Index Cit N (last held $76,476 at 2023-12-31; absent from the 2024-12-31 filing)
with Russell 2000 Index Cit Naskebsa.dol.gov
Jun 30, 2024Holding startedAmpacet Corporation Employees' Retirement Plan
Ampacet Corporation Employees' Retirement Plan first reports an interest in Russell 2000 Index Cit N: $3M at 2024-06-30
with Russell 2000 Index Cit Naskebsa.dol.gov
Dec 31, 2023Holding startedMackay Communications, Inc. Employees' Pension Plan and Trust
Mackay Communications, Inc. Employees' Pension Plan and Trust first reports an interest in Russell 2000 Index Cit N: $1M at 2023-12-31
with Russell 2000 Index Cit Naskebsa.dol.gov