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 Equity Index Fd-Lend

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
6
distinct allocators on the tape
Rows
13
across successive reports
Held, latest filings
$58.7M
one row per plan
Latest
Aug 31, 2025
effective date
Plans holding an interest
6 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 6), never a fund size.

Every row
13 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Aug 31, 2025Mea-Messa-Mea Financial Services Staff Retirement Plan & TrustRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024United Steelworkers International Union Staff Pension PlanRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Pension Plan for Former Employees of Aventics Corporation and Bristol BabcockRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$195,168 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Mea-Messa-Mea Financial Services Staff Retirement Plan & TrustRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$23.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023United Steelworkers International Union Staff Pension PlanRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Benefit Plan of Gciu Detroit Newspaper Union 13n With Detroit Area Newspaper PublishersRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Income Plan for Employees of the Chamber of Commerce of the United States of AmericaRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$962,068 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Pension Plan for Former Employees of Aventics Corporation and Bristol BabcockRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$382,795 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Mea-Messa-Mea Financial Services Staff Retirement Plan & TrustRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$26.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Indiana/kentucky/ohio Regional Council of Carpenters Pension FundRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$36.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Benefit Plan of Gciu Detroit Newspaper Union 13n With Detroit Area Newspaper PublishersRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022United Steelworkers International Union Staff Pension PlanRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$12.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Income Plan for Employees of the Chamber of Commerce of the United States of AmericaRussell 2000 Equity Index Fd-Lendcollective trustPublic equity$1.0M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.