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 1000 Index Fund-Series I

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
22
distinct allocators on the tape
Rows
51
across successive reports
Held, latest filings
$670M
one row per plan
Latest
Jul 31, 2025
effective date
Plans holding an interest
22 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 22), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
AIR Canada U.S. Pension Plann/aheld--Dec 31, 2022
Convergys Corporation Pension Plann/aheld--Dec 31, 2024
Dechert LLP Pension Plan for Staff Employeesn/aheld--Dec 31, 2023
Employees' Retirement Plan of John Wiley & Sons,inc.n/aheld--Apr 30, 2025
Esco Corporation Pension Plann/aheld--Dec 31, 2024
Greater Wisconsin Multi-Employer Retirement Incomen/aheld--Dec 31, 2022
Mercedes-Benz USA, LLC Pension Plann/aheld--Dec 31, 2022
National Laboratory of the Rockies Shared Security Pension Plann/aheld--May 31, 2025
Pension Plan of Newmontn/aheld--Dec 31, 2024
Retirement Income Plan for Employees of El Paso Electric Companyn/aheld--Dec 31, 2022
Retirement Plan for Employees of Southwest Gas Corporationn/aheld--Jul 31, 2025
Retirement Plan for Pilots of Hawaiian Airlines, Inc.n/aheld--Dec 31, 2024
Saks Fifth Avenue Pension Plann/aheld--Dec 31, 2024
Salaried Employees' Retirement Plan of the Eastern Companyn/aheld--Apr 30, 2025
Scripps Pension Plan (journal Publishing Company)n/aheld--Dec 31, 2024
Scripps/journal Pension Plann/aheld--Dec 31, 2024
Scripps/journal Pension Plan (albuquerque Publishin/aheld--Dec 31, 2024
Sharpsaver Retirement Plann/aheld--Dec 31, 2024
SSL Pension Plann/aheld--Dec 31, 2024
The Graham Companies Pension Plann/aheld--Dec 31, 2024
Virtua Pension Equity Plann/aheld--Dec 31, 2024
Wsgr Cash Balance Retirement Plann/aheld--Dec 31, 2024
Every row
51 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jul 31, 2025Retirement Plan for Employees of Southwest Gas CorporationRussell 1000 Index Fund-Series Icollective trustPooled vehicles$129M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025National Laboratory of the Rockies Shared Security Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$21.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Employees' Retirement Plan of John Wiley & Sons,inc.Russell 1000 Index Fund-Series Icollective trustPooled vehicles$35.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Salaried Employees' Retirement Plan of the Eastern CompanyRussell 1000 Index Fund-Series Icollective trustPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Esco Corporation Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Scripps/journal Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$38.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan of NewmontRussell 1000 Index Fund-Series Icollective trustPooled vehicles$20.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Saks Fifth Avenue Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SSL Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$55.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Convergys Corporation Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$14.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Scripps Pension Plan (journal Publishing Company)Russell 1000 Index Fund-Series Icollective trustPooled vehicles$915,126 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wsgr Cash Balance Retirement PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Pilots of Hawaiian Airlines, Inc.Russell 1000 Index Fund-Series Icollective trustPooled vehicles$41.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Virtua Pension Equity PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Graham Companies Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sharpsaver Retirement PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$140M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Scripps/journal Pension Plan (albuquerque PublishiRussell 1000 Index Fund-Series Icollective trustPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Retirement Plan for Employees of Southwest Gas CorporationRussell 1000 Index Fund-Series Icollective trustPooled vehicles$157M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024National Laboratory of the Rockies Shared Security Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Salaried Employees' Retirement Plan of the Eastern CompanyRussell 1000 Index Fund-Series Icollective trustPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Employees' Retirement Plan of John Wiley & Sons,inc.Russell 1000 Index Fund-Series Icollective trustPooled vehicles$40.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Scripps Pension Plan (journal Publishing Company)Russell 1000 Index Fund-Series Icollective trustPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Dechert LLP Pension Plan for Staff EmployeesRussell 1000 Index Fund-Series Icollective trustPooled vehicles$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Convergys Corporation Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$26.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sharpsaver Retirement PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$125M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SSL Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$65.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wsgr Cash Balance Retirement PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Saks Fifth Avenue Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Esco Corporation Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Scripps/journal Pension Plan (albuquerque PublishiRussell 1000 Index Fund-Series Icollective trustPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Scripps/journal Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$42.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Pilots of Hawaiian Airlines, Inc.Russell 1000 Index Fund-Series Icollective trustPooled vehicles$39.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Graham Companies Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Retirement Plan for Employees of Southwest Gas CorporationRussell 1000 Index Fund-Series Icollective trustPooled vehicles$173M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023National Laboratory of the Rockies Shared Security Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Employees' Retirement Plan of John Wiley & Sons,inc.Russell 1000 Index Fund-Series Icollective trustPooled vehicles$51.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Scripps Pension Plan (journal Publishing Company)Russell 1000 Index Fund-Series Icollective trustPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercedes-Benz USA, LLC Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$37.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Pilots of Hawaiian Airlines, Inc.Russell 1000 Index Fund-Series Icollective trustPooled vehicles$38.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Income Plan for Employees of El Paso Electric CompanyRussell 1000 Index Fund-Series Icollective trustPooled vehicles$39.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022SSL Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$65.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wsgr Cash Balance Retirement PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Convergys Corporation Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$29.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Esco Corporation Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$8.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Dechert LLP Pension Plan for Staff EmployeesRussell 1000 Index Fund-Series Icollective trustPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Graham Companies Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sharpsaver Retirement PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$87.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AIR Canada U.S. Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$34.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Greater Wisconsin Multi-Employer Retirement IncomeRussell 1000 Index Fund-Series Icollective trustPooled vehicles$19,374 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Scripps/journal Pension PlanRussell 1000 Index Fund-Series Icollective trustPooled vehicles$39.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Scripps/journal Pension Plan (albuquerque PublishiRussell 1000 Index Fund-Series Icollective trustPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.