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, never a commitment amount.

Public LPs
4

1 more limited partner and 9 more commitment rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Public LPs
4
distinct allocators on the tape
Rows
4
across successive reports
Held, latest filings
$340M
one row per plan
Latest
Jun 30, 2025
effective date

Plans holding an interest

4 allocators
AllocatorDisclosedStateApprovedClosedReported
Exxonmobil Pension PlanNot disclosedheld--Dec 31, 2024
Moody's Corporation Retirement AccountNot disclosedheld--Dec 31, 2024
United Mine Workers of America 1974 Pension PlanNot disclosedheld--Jun 30, 2025

+1 more limited partner in this fund

Every name, record and relationship behind this count, with the source on each.

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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, 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, 2024Moody's Corporation Retirement AccountExtended Equity Market Fundcollective trustPublic equity$24.9M heldDisclosed holdingaskebsa.dol.gov

+9 more commitment rows

Every name, record and relationship behind this count, with the source on each.

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What changed

No dated events.