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

Extended Equity Market 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
4
distinct allocators on the tape
Rows
12
across successive reports
Held, latest filings
$340M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
4 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 4), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Exxonmobil Pension Plann/aheld--Dec 31, 2024
Moody's Corporation Retirement Accountn/aheld--Dec 31, 2024
United Mine Workers of America 1974 Pension Plann/aheld--Jun 30, 2025
United Mine Workers of America 1974 Pension Trust Employees' Pension Plann/aheld--Dec 31, 2024
Every row
12 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025United Mine Workers of America 1974 Pension PlanExtended Equity Market Fundcollective trustPublic equity$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Moody's Corporation Retirement AccountExtended Equity Market Fundcollective trustPublic equity$24.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024United Mine Workers of America 1974 Pension Trust Employees' Pension PlanExtended Equity Market Fundcollective trustPublic equity$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Exxonmobil Pension PlanExtended Equity Market Fundcollective trustPublic equity$297M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024United Mine Workers of America 1974 Pension PlanExtended Equity Market Fundcollective trustPublic equity$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Moody's Corporation Retirement AccountExtended Equity Market Fundcollective trustPublic equity$21.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Exxonmobil Pension PlanExtended Equity Market Fundcollective trustPublic equity$306M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023United Mine Workers of America 1974 Pension Trust Employees' Pension PlanExtended Equity Market Fundcollective trustPublic equity$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023United Mine Workers of America 1974 Pension PlanExtended Equity Market Fundcollective trustPublic equity$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Moody's Corporation Retirement AccountExtended Equity Market Fundcollective trustPublic equity$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Exxonmobil Pension PlanExtended Equity Market Fundcollective trustPublic equity$251M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022United Mine Workers of America 1974 Pension Trust Employees' Pension PlanExtended Equity Market Fundcollective trustPublic equity$2.2M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.