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

Legal & General S&p 500 Cit 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
29
distinct allocators on the tape
Rows
73
across successive reports
Held, latest filings
$3.0B
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
29 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 29), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Automotive Industries Pension Plann/aheld--Dec 31, 2024
BAY Area Painters & Tapers Pension Trustn/aheld--Dec 31, 2024
Cement Masons Pension Trust Fund for Northern Californian/aheld--Aug 31, 2025
Flint Area Sheet Metal Workers Local 7-4 Pension Fundn/aheld--Apr 30, 2025
Hawaii Pacific Health Retirement Plann/aheld--Dec 31, 2022
Insulators Local 23 Pension Plann/aheld--Jul 31, 2025
Ironworkers Local 808 Pension Fundn/aheld--Jun 30, 2025
Ironworkers Local Union No. 402 Pension Fundn/aheld--Mar 31, 2025
Local No. 731, I.B. of T., Pension Fundn/aheld--Sep 30, 2025
Mayer Brown LLP U.S.A. Cash Balance Pension Plann/aheld--Dec 31, 2024
Miami Ironworkers Local 272 Pension Trust Fundn/aheld--Sep 30, 2025
NO Calif Glaziers, Architectural Metal and Glassworkers Pension Plann/aheld--Jun 30, 2025
Norton Healthcare, Inc. Retirement Plann/aheld--Dec 31, 2024
Ohio Carpenters' Pension Plann/aheld--Apr 30, 2024
Plumbers & Pipefitters Local 123 Pension Fundn/aheld--Dec 31, 2024
Reading Health System Pension Plann/aheld--Jun 30, 2024
Sheet Metal Workers Local No. 20, Indianapolis Aren/aheld--Dec 31, 2024
Sheet Metal Workers Local No.20 Gary Area Pensionn/aheld--Dec 31, 2024
Sheet Metal Workers Local Union No 71 Pension Plann/aheld--May 31, 2025
Sheet Metal Workers Pension Plan of Northern Californian/aheld--Dec 31, 2024
Sheet Metal Workers' Local 10 Pension Fundn/aheld--Dec 31, 2024
Sheet Metal Workers' National Pension Fundn/aheld--Dec 31, 2024
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevadan/aheld--Dec 31, 2024
Smart Local 265 Pension Fundn/aheld--Jun 30, 2025
Smart Local Unions and Councils Pension Fundn/aheld--Dec 31, 2024
Steamfitters Local Union No. 420 Pension Plann/aheld--Dec 31, 2024
Tennessee/north Carolina Carpenters and Millwrights Pension Fundn/aheld--Apr 30, 2023
Truist Financial Corporation Pension Plann/aheld--Dec 31, 2023
Wakefern Pension Plann/aheld--Oct 31, 2023
Every row
73 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Miami Ironworkers Local 272 Pension Trust FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Local No. 731, I.B. of T., Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$126M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Cement Masons Pension Trust Fund for Northern CaliforniaLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$101M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Insulators Local 23 Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025NO Calif Glaziers, Architectural Metal and Glassworkers Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$29.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ironworkers Local 808 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$18.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Smart Local 265 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$43.5M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Sheet Metal Workers Local Union No 71 Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Flint Area Sheet Metal Workers Local 7-4 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Ironworkers Local Union No. 402 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sheet Metal Workers Local No.20 Gary Area PensionLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$25.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mayer Brown LLP U.S.A. Cash Balance Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$33.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024BAY Area Painters & Tapers Pension TrustLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$84.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sheet Metal Workers Local No. 20, Indianapolis AreLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$53.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Steamfitters Local Union No. 420 Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$51.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sheet Metal Workers Pension Plan of Northern CaliforniaLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$280M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Norton Healthcare, Inc. Retirement PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$20.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Plumbers & Pipefitters Local 123 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sheet Metal Workers' National Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$1.3B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Automotive Industries Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$79.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Smart Local Unions and Councils Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$49.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sheet Metal Workers' Local 10 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$33.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sheet Metal Workers' Pension Plan of Southern California Arizona and NevadaLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$162M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Local No. 731, I.B. of T., Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$107M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Miami Ironworkers Local 272 Pension Trust FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Cement Masons Pension Trust Fund for Northern CaliforniaLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$69.2M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Insulators Local 23 Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024NO Calif Glaziers, Architectural Metal and Glassworkers Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$28.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Smart Local 265 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$42.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Reading Health System Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$118M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ironworkers Local 808 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$15.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Sheet Metal Workers Local Union No 71 Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Flint Area Sheet Metal Workers Local 7-4 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Ohio Carpenters' Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$21.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Ironworkers Local Union No. 402 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers' National Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$1.1B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers Pension Plan of Northern CaliforniaLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$265M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers Local No. 20, Indianapolis AreLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$50.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Smart Local Unions and Councils Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$44.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers' Pension Plan of Southern California Arizona and NevadaLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$128M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers' Local 10 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$27.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Truist Financial Corporation Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$320M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Automotive Industries Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$63.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Steamfitters Local Union No. 420 Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$55.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers Local No.20 Gary Area PensionLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$23.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Plumbers & Pipefitters Local 123 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mayer Brown LLP U.S.A. Cash Balance Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$25.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Norton Healthcare, Inc. Retirement PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$25.7M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Wakefern Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Local No. 731, I.B. of T., Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$82.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Miami Ironworkers Local 272 Pension Trust FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Cement Masons Pension Trust Fund for Northern CaliforniaLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$84.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Smart Local 265 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$39.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Reading Health System Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$98.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023NO Calif Glaziers, Architectural Metal and Glassworkers Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$26.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ironworkers Local 808 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$10.5M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Sheet Metal Workers Local Union No 71 Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Flint Area Sheet Metal Workers Local 7-4 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Ohio Carpenters' Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$54.3M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Tennessee/north Carolina Carpenters and Millwrights Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$27.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Ironworkers Local Union No. 402 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sheet Metal Workers Local No.20 Gary Area PensionLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$18.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mayer Brown LLP U.S.A. Cash Balance Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$22.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Plumbers & Pipefitters Local 123 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hawaii Pacific Health Retirement PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Truist Financial Corporation Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$878M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sheet Metal Workers' National Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$790M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sheet Metal Workers Pension Plan of Northern CaliforniaLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$210M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Steamfitters Local Union No. 420 Pension PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$43.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Smart Local Unions and Councils Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$33.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Norton Healthcare, Inc. Retirement PlanLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$21.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sheet Metal Workers Local No. 20, Indianapolis AreLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$42.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sheet Metal Workers' Local 10 Pension FundLegal & General S&p 500 Cit Fundcollective trustPooled vehicles$29.4M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.