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 Index Nl 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
26
distinct allocators on the tape
Rows
60
across successive reports
Held, latest filings
$416M
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
26 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 26), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Aftra Retirement Plann/aheld--Nov 30, 2024
Airconditioning and Refrigeration Industry Retirement Trust Fundn/aheld--Dec 31, 2022
American Federation of Government Employees Pension Plann/aheld--Dec 31, 2024
Baxalta Incorporated and Subsidiaries Pension Plann/aheld--Dec 31, 2022
Boston Medical Center Pension Plann/aheld--Jun 30, 2025
Chick-Fil-A, Inc. Defined Benefit Pension Plann/aheld--Dec 31, 2024
Construction Laborers Pension Trust Fund for Southern Californian/aheld--Dec 31, 2024
Discover Financial Services Pension Plann/aheld--Dec 31, 2022
General Building Laborers' Local 66 Pension Fundn/aheld--Jun 30, 2025
I. a. T. S. E. National Pension Fundn/aheld--Dec 31, 2024
IBM Personal Pension Plann/aheld--Dec 31, 2024
Iron Workers District Council of So Oh & Vicinity Pension Trustn/aheld--Jan 31, 2025
Magna U.S. Consolidated Pension Plann/aheld--Dec 31, 2024
Massachusetts Laborers' Pension Fundn/aheld--Dec 31, 2024
Medco Health Solutions, Inc. Cash Balance Retirement Plann/aheld--Dec 31, 2022
Pension Plan for Employees of the Chicago Mercantile Exchange, Inc.n/aheld--Dec 31, 2024
Post Holdings, Inc. Retirement Plann/aheld--Sep 30, 2025
Retirement Plan for Children's Hospital & Research Center at Oaklandn/aheld--Dec 31, 2023
Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employeesn/aheld--Jun 30, 2023
Retirement Plan for Employees of Cambrex Corporationn/aheld--Dec 31, 2024
Retirement Plan of Fulton Savings Bankn/aheld--Sep 30, 2025
Retirement Programs of Nl Industries, Inc.n/aheld--Dec 31, 2022
Sheet Metal Workers' Local Union No. 9 Pension Plan/aheld--Dec 31, 2024
Sunsweet Hourly Pension Plann/aheld--Dec 31, 2024
The Retirement Plan of Ridgewood Savings Bankn/aheld--Sep 30, 2025
Western States Insulators and Allied Workers' Pension Plann/aheld--Dec 31, 2024
Every row
60 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Retirement Plan of Fulton Savings BankRussell 2000 Index Nl Fundcollective trustPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Post Holdings, Inc. Retirement PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025The Retirement Plan of Ridgewood Savings BankRussell 2000 Index Nl Fundcollective trustPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Boston Medical Center Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025General Building Laborers' Local 66 Pension FundRussell 2000 Index Nl Fundcollective trustPooled vehicles$15.9M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Iron Workers District Council of So Oh & Vicinity Pension TrustRussell 2000 Index Nl Fundcollective trustPooled vehicles$31.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Chick-Fil-A, Inc. Defined Benefit Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024American Federation of Government Employees Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Magna U.S. Consolidated Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sheet Metal Workers' Local Union No. 9 Pension PlaRussell 2000 Index Nl Fundcollective trustPooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sunsweet Hourly Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$85,880 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of Cambrex CorporationRussell 2000 Index Nl Fundcollective trustPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Massachusetts Laborers' Pension FundRussell 2000 Index Nl Fundcollective trustPooled vehicles$14.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024IBM Personal Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$37.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Construction Laborers Pension Trust Fund for Southern CaliforniaRussell 2000 Index Nl Fundcollective trustPooled vehicles$108M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western States Insulators and Allied Workers' Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan for Employees of the Chicago Mercantile Exchange, Inc.Russell 2000 Index Nl Fundcollective trustPooled vehicles$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024I. a. T. S. E. National Pension FundRussell 2000 Index Nl Fundcollective trustPooled vehicles$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Aftra Retirement PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$38.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Retirement Plan of Fulton Savings BankRussell 2000 Index Nl Fundcollective trustPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Post Holdings, Inc. Retirement PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024The Retirement Plan of Ridgewood Savings BankRussell 2000 Index Nl Fundcollective trustPooled vehicles$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Boston Medical Center Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024General Building Laborers' Local 66 Pension FundRussell 2000 Index Nl Fundcollective trustPooled vehicles$14.7M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Iron Workers District Council of So Oh & Vicinity Pension TrustRussell 2000 Index Nl Fundcollective trustPooled vehicles$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Massachusetts Laborers' Pension FundRussell 2000 Index Nl Fundcollective trustPooled vehicles$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Chick-Fil-A, Inc. Defined Benefit Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western States Insulators and Allied Workers' Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Magna U.S. Consolidated Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I. a. T. S. E. National Pension FundRussell 2000 Index Nl Fundcollective trustPooled vehicles$9.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023American Federation of Government Employees Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Construction Laborers Pension Trust Fund for Southern CaliforniaRussell 2000 Index Nl Fundcollective trustPooled vehicles$97.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers' Local Union No. 9 Pension PlaRussell 2000 Index Nl Fundcollective trustPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Employees of the Chicago Mercantile Exchange, Inc.Russell 2000 Index Nl Fundcollective trustPooled vehicles$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Children's Hospital & Research Center at OaklandRussell 2000 Index Nl Fundcollective trustPooled vehicles$74.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Cambrex CorporationRussell 2000 Index Nl Fundcollective trustPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sunsweet Hourly Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$97,744 heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Aftra Retirement PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$27.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Retirement Plan of Fulton Savings BankRussell 2000 Index Nl Fundcollective trustPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023The Retirement Plan of Ridgewood Savings BankRussell 2000 Index Nl Fundcollective trustPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Post Holdings, Inc. Retirement PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023General Building Laborers' Local 66 Pension FundRussell 2000 Index Nl Fundcollective trustPooled vehicles$13.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Boston Medical Center Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented EmployeesRussell 2000 Index Nl Fundcollective trustPooled vehicles$18.7M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Iron Workers District Council of So Oh & Vicinity Pension TrustRussell 2000 Index Nl Fundcollective trustPooled vehicles$25.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Baxalta Incorporated and Subsidiaries Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022American Federation of Government Employees Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Chick-Fil-A, Inc. Defined Benefit Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I. a. T. S. E. National Pension FundRussell 2000 Index Nl Fundcollective trustPooled vehicles$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Airconditioning and Refrigeration Industry Retirement Trust FundRussell 2000 Index Nl Fundcollective trustPooled vehicles$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western States Insulators and Allied Workers' Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Children's Hospital & Research Center at OaklandRussell 2000 Index Nl Fundcollective trustPooled vehicles$78.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Magna U.S. Consolidated Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Cambrex CorporationRussell 2000 Index Nl Fundcollective trustPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sheet Metal Workers' Local Union No. 9 Pension PlaRussell 2000 Index Nl Fundcollective trustPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan for Employees of the Chicago Mercantile Exchange, Inc.Russell 2000 Index Nl Fundcollective trustPooled vehicles$26.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Medco Health Solutions, Inc. Cash Balance Retirement PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Massachusetts Laborers' Pension FundRussell 2000 Index Nl Fundcollective trustPooled vehicles$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Discover Financial Services Pension PlanRussell 2000 Index Nl Fundcollective trustPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Programs of Nl Industries, Inc.Russell 2000 Index Nl Fundcollective trustPooled vehicles$718,320 heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.