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

Long Term Credit Bond 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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$5.6B

one row per plan

Latest

Oct 31, 2025

effective date

Plans holding an interest

19 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 19), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Barclays Pension Plan	n/a	held	-	-	Dec 31, 2024
Cbera Plan C	n/a	held	-	-	Dec 31, 2023
Cibc World Markets Retirement Plan for U.S. Employees	n/a	held	-	-	Oct 31, 2025
Enbridge Employee Services, Inc. Employees' Pension Plan	n/a	held	-	-	Dec 31, 2024
Enbridge Gas Ohio Union Pension Plan	n/a	held	-	-	Dec 31, 2024
Exxonmobil Pension Plan	n/a	held	-	-	Dec 31, 2024
Hilton International Cash Balance Pension Plan	n/a	held	-	-	Dec 31, 2022
Jpmorgan Chase Retirement Plan	n/a	held	-	-	Dec 31, 2024
Mymichigan Health Employees' Pension Plan	n/a	held	-	-	Dec 31, 2022
Mymichigan Health Pension Plan for Armc Employees	n/a	held	-	-	Dec 31, 2024
Pennsylvania State Education Association Pension Plan	n/a	held	-	-	Jun 30, 2025
Pentegra Defined Benefit Plan for Financial Inst	n/a	held	-	-	Jun 30, 2025
Siemens Energy, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2023
Siemens Pension Plan	n/a	held	-	-	Dec 31, 2024
The Citigroup Pension Plan	n/a	held	-	-	Dec 31, 2023
The Defined Benefit Plan of Adams Community Bank	n/a	held	-	-	Oct 31, 2024
The Defined Benefit Plan of the Institution for Savings in Newburyport	n/a	held	-	-	Oct 31, 2024
Zoological Society of San Diego Restated Pension Plan for Non-Union Employees	n/a	held	-	-	Dec 31, 2024
Zoological Society of San Diego Restated Pension Plan for Union Employees	n/a	held	-	-	Dec 31, 2024

Every row

43 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Oct 31, 2025	Cibc World Markets Retirement Plan for U.S. Employees	Long Term Credit Bond Index Fundcollective trust	Private credit	$50.4M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Pennsylvania State Education Association Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$79.7M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Pentegra Defined Benefit Plan for Financial Inst	Long Term Credit Bond Index Fundcollective trust	Private credit	$10.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Enbridge Employee Services, Inc. Employees' Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$202M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Jpmorgan Chase Retirement Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Exxonmobil Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$4.5B held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Barclays Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$200M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Zoological Society of San Diego Restated Pension Plan for Non-Union Employees	Long Term Credit Bond Index Fundcollective trust	Private credit	$27.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Zoological Society of San Diego Restated Pension Plan for Union Employees	Long Term Credit Bond Index Fundcollective trust	Private credit	$27.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Enbridge Gas Ohio Union Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$132M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mymichigan Health Pension Plan for Armc Employees	Long Term Credit Bond Index Fundcollective trust	Private credit	$25.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Siemens Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$28.5M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Cibc World Markets Retirement Plan for U.S. Employees	Long Term Credit Bond Index Fundcollective trust	Private credit	$49.8M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	The Defined Benefit Plan of Adams Community Bank	Long Term Credit Bond Index Fundcollective trust	Private credit	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	The Defined Benefit Plan of the Institution for Savings in Newburyport	Long Term Credit Bond Index Fundcollective trust	Private credit	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Pentegra Defined Benefit Plan for Financial Inst	Long Term Credit Bond Index Fundcollective trust	Private credit	$10.0M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Pennsylvania State Education Association Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$61.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Zoological Society of San Diego Restated Pension Plan for Union Employees	Long Term Credit Bond Index Fundcollective trust	Private credit	$31.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Barclays Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$219M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Citigroup Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$234M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mymichigan Health Pension Plan for Armc Employees	Long Term Credit Bond Index Fundcollective trust	Private credit	$26.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Jpmorgan Chase Retirement Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Enbridge Employee Services, Inc. Employees' Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$125M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Siemens Energy, Inc. Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$8.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Cbera Plan C	Long Term Credit Bond Index Fundcollective trust	Private credit	$50.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Siemens Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$34.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Zoological Society of San Diego Restated Pension Plan for Non-Union Employees	Long Term Credit Bond Index Fundcollective trust	Private credit	$34.9M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	The Defined Benefit Plan of Adams Community Bank	Long Term Credit Bond Index Fundcollective trust	Private credit	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	The Defined Benefit Plan of the Institution for Savings in Newburyport	Long Term Credit Bond Index Fundcollective trust	Private credit	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Cibc World Markets Retirement Plan for U.S. Employees	Long Term Credit Bond Index Fundcollective trust	Private credit	$35.5M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Pentegra Defined Benefit Plan for Financial Inst	Long Term Credit Bond Index Fundcollective trust	Private credit	$9.8M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Pennsylvania State Education Association Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$60.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Siemens Energy, Inc. Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$14.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Citigroup Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$407M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mymichigan Health Pension Plan for Armc Employees	Long Term Credit Bond Index Fundcollective trust	Private credit	$14.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Siemens Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$31.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Jpmorgan Chase Retirement Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Barclays Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$209M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mymichigan Health Employees' Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$48.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Cbera Plan C	Long Term Credit Bond Index Fundcollective trust	Private credit	$48.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Zoological Society of San Diego Restated Pension Plan for Non-Union Employees	Long Term Credit Bond Index Fundcollective trust	Private credit	$43.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Hilton International Cash Balance Pension Plan	Long Term Credit Bond Index Fundcollective trust	Private credit	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Zoological Society of San Diego Restated Pension Plan for Union Employees	Long Term Credit Bond Index Fundcollective trust	Private credit	$47.3M held	Disclosed holding	askebsa.dol.gov

What changed

Oct 31, 2025Holding endedinferenceThe Defined Benefit Plan of Adams Community Bank
The Defined Benefit Plan of Adams Community Bank no longer reports Long Term Credit Bond Index Fund (last held $1M at 2024-10-31; absent from the 2025-10-31 filing)
with Long Term Credit Bond Index Fundaskebsa.dol.gov
Oct 31, 2025Holding endedinferenceThe Defined Benefit Plan of the Institution for Savings in Newburyport
The Defined Benefit Plan of the Institution for Savings in Newburyport no longer reports Long Term Credit Bond Index Fund (last held $3M at 2024-10-31; absent from the 2025-10-31 filing)
with Long Term Credit Bond Index Fundaskebsa.dol.gov
Dec 31, 2024Holding startedExxonmobil Pension Plan
Exxonmobil Pension Plan first reports an interest in Long Term Credit Bond Index Fund: $4.5B at 2024-12-31
with Long Term Credit Bond Index Fundaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceSiemens Energy, Inc. Pension Plan
Siemens Energy, Inc. Pension Plan no longer reports Long Term Credit Bond Index Fund (last held $8M at 2023-12-31; absent from the 2024-12-31 filing)
with Long Term Credit Bond Index Fundaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceThe Citigroup Pension Plan
The Citigroup Pension Plan no longer reports Long Term Credit Bond Index Fund (last held $234M at 2023-12-31; absent from the 2024-12-31 filing)
with Long Term Credit Bond Index Fundaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceCbera Plan C
Cbera Plan C no longer reports Long Term Credit Bond Index Fund (last held $51M at 2023-12-31; absent from the 2024-12-31 filing)
with Long Term Credit Bond Index Fundaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceHilton International Cash Balance Pension Plan
Hilton International Cash Balance Pension Plan no longer reports Long Term Credit Bond Index Fund (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
with Long Term Credit Bond Index Fundaskebsa.dol.gov
Dec 31, 2023Holding startedEnbridge Employee Services, Inc. Employees' Pension Plan
Enbridge Employee Services, Inc. Employees' Pension Plan first reports an interest in Long Term Credit Bond Index Fund: $125M at 2023-12-31
with Long Term Credit Bond Index Fundaskebsa.dol.gov