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

Equity Index Non-Lendable 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
12
distinct allocators on the tape
Rows
34
across successive reports
Held, latest filings
$616M
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
12 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 12), never a fund size.

Every row
34 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025Retirement Plan for Employees of Puget Sound Energy, Inc.Equity Index Non-Lendable Fundcollective trustPublic equity$83.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Investors Bank Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$25.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of Puget Sound Energy, Inc.Equity Index Non-Lendable Fundcollective trustPublic equity$81.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Syngenta Corporation Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Southern California Lumber Industry Retirement FundEquity Index Non-Lendable Fundcollective trustPublic equity$33.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Insurance Organizations Employees' Retirement PlanEquity Index Non-Lendable Fundcollective trustPublic equity$55.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Morgan US Employees' Retirement PlanEquity Index Non-Lendable Fundcollective trustPublic equity$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western States Office & Professional Employees PenEquity Index Non-Lendable Fundcollective trustPublic equity$71.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hsbc - North America (U.S.) Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$44.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CFG Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$188M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Voya Retirement PlanEquity Index Non-Lendable Fundcollective trustPublic equity$77.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Investors Bank Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$30.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023CFG Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$198M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Puget Sound Energy, Inc.Equity Index Non-Lendable Fundcollective trustPublic equity$80.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Morgan US Employees' Retirement PlanEquity Index Non-Lendable Fundcollective trustPublic equity$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Voya Retirement PlanEquity Index Non-Lendable Fundcollective trustPublic equity$68.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Hsbc - North America (U.S.) Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$73.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western States Office & Professional Employees PenEquity Index Non-Lendable Fundcollective trustPublic equity$31.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Syngenta Corporation Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Insurance Organizations Employees' Retirement PlanEquity Index Non-Lendable Fundcollective trustPublic equity$54.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Southern California Lumber Industry Retirement FundEquity Index Non-Lendable Fundcollective trustPublic equity$29.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Herc Rentals Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Investors Bank Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$27.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hsbc - North America (U.S.) Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$76.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022CFG Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$188M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Morgan US Employees' Retirement PlanEquity Index Non-Lendable Fundcollective trustPublic equity$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Kansas City Life Insurance Company Cash Balance Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Puget Sound Energy, Inc.Equity Index Non-Lendable Fundcollective trustPublic equity$74.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Voya Retirement PlanEquity Index Non-Lendable Fundcollective trustPublic equity$53.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Syngenta Corporation Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Insurance Organizations Employees' Retirement PlanEquity Index Non-Lendable Fundcollective trustPublic equity$45.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western States Office & Professional Employees PenEquity Index Non-Lendable Fundcollective trustPublic equity$27.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Southern California Lumber Industry Retirement FundEquity Index Non-Lendable Fundcollective trustPublic equity$25.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Herc Rentals Pension PlanEquity Index Non-Lendable Fundcollective trustPublic equity$12.0M heldDisclosed holdingaskebsa.dol.gov
What changed