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 3000 Index Non-Lendable Fun

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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$3.6B

one row per plan

Latest

Jun 30, 2025

effective date

Plans holding an interest

13 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 13), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Belk Pension Plan	n/a	held	-	-	Dec 31, 2024
Cmta-Gmpp & Allied Workers Local 164b Pension Trust	n/a	held	-	-	Jun 30, 2025
Equifax Inc. U.S. Retirement Income Plan	n/a	held	-	-	Dec 31, 2024
Ilwu-Pma Watchmen Pension Plan	n/a	held	-	-	Jun 30, 2025
International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan	n/a	held	-	-	Dec 31, 2024
Jockey International, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Northern California Plastering Industry Pension Plan	n/a	held	-	-	Dec 31, 2024
Northside Hospital, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Retirement Plan for Employees of Boeing Employees' Credit Union	n/a	held	-	-	Dec 31, 2024
Signify North America Corporation Pension Plan	n/a	held	-	-	Dec 31, 2022
Target Corporation Pension Plan	n/a	held	-	-	Dec 31, 2023
Washington Gas Light Company Employees' Pension Plan	n/a	held	-	-	Dec 31, 2023
Western Conference of Teamsters Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

30 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Jun 30, 2025	Cmta-Gmpp & Allied Workers Local 164b Pension Trust	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$41.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Ilwu-Pma Watchmen Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$46.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Northern California Plastering Industry Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$31.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Northside Hospital, Inc. Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$1.2B held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Belk Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$32.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Jockey International, Inc. Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$9.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$97.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Employees of Boeing Employees' Credit Union	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$83.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Western Conference of Teamsters Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$1.6B held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Equifax Inc. U.S. Retirement Income Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$14.8M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Cmta-Gmpp & Allied Workers Local 164b Pension Trust	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$39.7M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Ilwu-Pma Watchmen Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$42.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Northern California Plastering Industry Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$25.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Belk Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$36.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Jockey International, Inc. Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$13.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Employees of Boeing Employees' Credit Union	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$84.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Target Corporation Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$187M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$111M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Northside Hospital, Inc. Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$994M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Washington Gas Light Company Employees' Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$190M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Cmta-Gmpp & Allied Workers Local 164b Pension Trust	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$25.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Ilwu-Pma Watchmen Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$34.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Belk Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$38.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Washington Gas Light Company Employees' Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$163M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Signify North America Corporation Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$20.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$92.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Northside Hospital, Inc. Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$804M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Northern California Plastering Industry Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$20.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Target Corporation Pension Plan	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$148M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for Employees of Boeing Employees' Credit Union	Russell 3000 Index Non-Lendable Funcollective trust	Pooled vehicles	$79.2M held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.