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, never a commitment amount.

Public LPs
6

3 more limited partners and 10 more commitment rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Public LPs
6
distinct allocators on the tape
Rows
6
across successive reports
Held, latest filings
$58.7M
one row per plan
Latest
Aug 31, 2025
effective date

Plans holding an interest

6 allocators
AllocatorDisclosedStateApprovedClosedReported
Indiana/kentucky/ohio Regional Council of Carpenters Pension FundNot disclosedheld--Jun 30, 2023
Mea-Messa-Mea Financial Services Staff Retirement Plan & TrustNot disclosedheld--Aug 31, 2025
Pension Plan for Former Employees of Aventics Corporation and Bristol BabcockNot disclosedheld--Sep 30, 2024

+3 more limited partners in this fund

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

+10 more commitment rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

No dated events.