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

EB Dv Broad Market Stock 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
7
distinct allocators on the tape
Rows
19
across successive reports
Held, latest filings
$867M
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
7 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 7), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Distributors Association Warehousemen's Pension Trustn/aheld--May 31, 2025
Georgia Stevedore Association International Longshoremen's Association Pension Plann/aheld--Sep 30, 2025
International Union of Operating Engineers Local 4 Pension Fundn/aheld--Dec 31, 2024
Iron Workers Local 17 Pension Fundn/aheld--Apr 30, 2025
Johnson Matthey Inc. Amended and Restated Salaried Employees Pension Plann/aheld--Jun 30, 2023
Kansas Construction Trades Open End Pension Trust Fundn/aheld--Dec 31, 2024
Umass Memorial Health Care Pension Plann/aheld--Sep 30, 2025
Every row
19 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Georgia Stevedore Association International Longshoremen's Association Pension PlanBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$98.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Umass Memorial Health Care Pension PlanBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$216M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Distributors Association Warehousemen's Pension TrustBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$31.7M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Iron Workers Local 17 Pension FundBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024International Union of Operating Engineers Local 4 Pension FundBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$420M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Kansas Construction Trades Open End Pension Trust FundBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$76.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Georgia Stevedore Association International Longshoremen's Association Pension PlanBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$87.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Umass Memorial Health Care Pension PlanBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$174M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Distributors Association Warehousemen's Pension TrustBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$32.8M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Iron Workers Local 17 Pension FundBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$45.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Kansas Construction Trades Open End Pension Trust FundBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$67.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023International Union of Operating Engineers Local 4 Pension FundBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$380M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Umass Memorial Health Care Pension PlanBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$133M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Georgia Stevedore Association International Longshoremen's Association Pension PlanBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$65.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Johnson Matthey Inc. Amended and Restated Salaried Employees Pension PlanBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$18.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Distributors Association Warehousemen's Pension TrustBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$31.6M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Iron Workers Local 17 Pension FundBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$36.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Kansas Construction Trades Open End Pension Trust FundBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$58.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Union of Operating Engineers Local 4 Pension FundBnym Mellon Db Bd Mkt Stk Index Fdcollective trustPooled vehicles$301M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.