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

Legal & General S&p 600 Cit 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
9
distinct allocators on the tape
Rows
22
across successive reports
Held, latest filings
$366M
one row per plan
Latest
Jul 31, 2025
effective date
Plans holding an interest
9 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 9), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Indiana State Council of Carpenters Pension Fundn/aheld--Mar 31, 2025
Insulators Local 23 Pension Plann/aheld--Jul 31, 2025
Iron Workers District Council of Tn Valley & Vicinity Pension Plann/aheld--Dec 31, 2024
Ironworkers Local 808 Pension Fundn/aheld--Jun 30, 2025
Ohio Carpenters' Pension Plann/aheld--Apr 30, 2025
Resilient Floor Covering Pension Fundn/aheld--Dec 31, 2024
Sheet Metal Workers Pension Plan of Northern Californian/aheld--Dec 31, 2024
Sheet Metal Workers' National Pension Fundn/aheld--Dec 31, 2024
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevadan/aheld--Dec 31, 2024
Every row
22 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jul 31, 2025Insulators Local 23 Pension PlanLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$753,409 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ironworkers Local 808 Pension FundLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Ohio Carpenters' Pension PlanLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$41.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Indiana State Council of Carpenters Pension FundLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$30.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Resilient Floor Covering Pension FundLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Iron Workers District Council of Tn Valley & Vicinity Pension PlanLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$48.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sheet Metal Workers' Pension Plan of Southern California Arizona and NevadaLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sheet Metal Workers Pension Plan of Northern CaliforniaLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$52.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sheet Metal Workers' National Pension FundLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$163M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Insulators Local 23 Pension PlanLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$790,623 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ironworkers Local 808 Pension FundLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Ohio Carpenters' Pension PlanLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$42.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Indiana State Council of Carpenters Pension FundLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$31.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Resilient Floor Covering Pension FundLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers' National Pension FundLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$160M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers' Pension Plan of Southern California Arizona and NevadaLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers Pension Plan of Northern CaliforniaLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$32.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ironworkers Local 808 Pension FundLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Ohio Carpenters' Pension PlanLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$37.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sheet Metal Workers' National Pension FundLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$137M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sheet Metal Workers Pension Plan of Northern CaliforniaLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$28.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Resilient Floor Covering Pension FundLegal & General S&p 600 Cit Fundcollective trustPooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.