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

14 Year Ldi Fixed Income 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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$778M

one row per plan

Latest

Oct 31, 2025

effective date

Plans holding an interest

28 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 28), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Alpha Legacy Company Pension Plan	n/a	held	-	-	Dec 31, 2024
Arkema Inc. Retirement Benefits Plan	n/a	held	-	-	Dec 31, 2024
British Airways Plc Pension Plan (U.S.A.)	n/a	held	-	-	Mar 31, 2025
Dechert LLP Pension Plan for Staff Employees	n/a	held	-	-	Dec 31, 2023
Delta Dental of California Cash Balance Retirement Plan	n/a	held	-	-	Dec 31, 2024
Destileria Serralles, Inc. Puerto Rico Pension Plan	n/a	held	-	-	Dec 31, 2024
Employees' Retirement Plan of John Wiley & Sons,inc.	n/a	held	-	-	Apr 30, 2025
Esco Corporation Pension Plan	n/a	held	-	-	Dec 31, 2024
Haynes and Boone, LLP Partners' Retirement Plan	n/a	held	-	-	Dec 31, 2024
Knouse Foods Bargaining Unit Employees Retirement Plan	n/a	held	-	-	Oct 31, 2025
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust	n/a	held	-	-	Dec 31, 2023
Mead Johnson & Company Retirement Plan	n/a	held	-	-	Dec 31, 2024
National Laboratory of the Rockies Shared Security Pension Plan	n/a	held	-	-	May 31, 2025
Pension Plan of Centra Health, Inc.	n/a	held	-	-	Dec 31, 2022
Pension Plan of Newmont	n/a	held	-	-	Dec 31, 2024
Retirement Income Plan for Employees of El Paso Electric Company	n/a	held	-	-	Dec 31, 2022
Retirement Plan for Employees of Knouse Foods Cooperative, Inc.	n/a	held	-	-	Oct 31, 2025
Retirement Plan for Employees of Southwest Gas Corporation	n/a	held	-	-	Jul 31, 2025
Retirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc.	n/a	held	-	-	Oct 31, 2025
Saks Fifth Avenue Pension Plan	n/a	held	-	-	Dec 31, 2024
Salaried Employees' Retirement Plan of the Eastern Company	n/a	held	-	-	Apr 30, 2025
Scripps Pension Plan (journal Publishing Company)	n/a	held	-	-	Dec 31, 2024
Scripps/journal Pension Plan (albuquerque Publishi	n/a	held	-	-	Dec 31, 2024
Sharpsaver Retirement Plan	n/a	held	-	-	Dec 31, 2024
The Continental, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
The Graham Companies Pension Plan	n/a	held	-	-	Dec 31, 2024
The Lozier Corporation Pension Plan and Trust	n/a	held	-	-	Dec 31, 2024
Virtua Pension Equity Plan	n/a	held	-	-	Dec 31, 2024

Every row

68 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Oct 31, 2025	Knouse Foods Bargaining Unit Employees Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Retirement Plan for Employees of Knouse Foods Cooperative, Inc.	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Retirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc.	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2025	Retirement Plan for Employees of Southwest Gas Corporation	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$206M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2025	National Laboratory of the Rockies Shared Security Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$13.4M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	Employees' Retirement Plan of John Wiley & Sons,inc.	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$50.4M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	Salaried Employees' Retirement Plan of the Eastern Company	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$10.2M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	British Airways Plc Pension Plan (U.S.A.)	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$40.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Destileria Serralles, Inc. Puerto Rico Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Saks Fifth Avenue Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$8.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Alpha Legacy Company Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$36.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mead Johnson & Company Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$18.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Lozier Corporation Pension Plan and Trust	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$56.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Scripps Pension Plan (journal Publishing Company)	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Delta Dental of California Cash Balance Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Virtua Pension Equity Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$13.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Haynes and Boone, LLP Partners' Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$35.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Arkema Inc. Retirement Benefits Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan of Newmont	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$47.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Continental, Inc. Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$725,661 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Esco Corporation Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$12.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Graham Companies Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Sharpsaver Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$141M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Scripps/journal Pension Plan (albuquerque Publishi	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Retirement Plan for Employees of Knouse Foods Cooperative, Inc.	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Knouse Foods Bargaining Unit Employees Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Retirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc.	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2024	Retirement Plan for Employees of Southwest Gas Corporation	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$202M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2024	National Laboratory of the Rockies Shared Security Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$13.0M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	Employees' Retirement Plan of John Wiley & Sons,inc.	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$56.1M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	Salaried Employees' Retirement Plan of the Eastern Company	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$10.0M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	British Airways Plc Pension Plan (U.S.A.)	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$29.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Esco Corporation Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$16.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mead Johnson & Company Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$20.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Dechert LLP Pension Plan for Staff Employees	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$9.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Lozier Corporation Pension Plan and Trust	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$60.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Virtua Pension Equity Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$11.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Delta Dental of California Cash Balance Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Haynes and Boone, LLP Partners' Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$38.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Arkema Inc. Retirement Benefits Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$7.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Sharpsaver Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$142M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Saks Fifth Avenue Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$9.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Scripps/journal Pension Plan (albuquerque Publishi	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Scripps Pension Plan (journal Publishing Company)	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Graham Companies Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Retirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc.	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Retirement Plan for Employees of Knouse Foods Cooperative, Inc.	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Knouse Foods Bargaining Unit Employees Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2023	Retirement Plan for Employees of Southwest Gas Corporation	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$81.0M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2023	National Laboratory of the Rockies Shared Security Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$12.8M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2023	Employees' Retirement Plan of John Wiley & Sons,inc.	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$56.0M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2023	Salaried Employees' Retirement Plan of the Eastern Company	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$11.7M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	British Airways Plc Pension Plan (U.S.A.)	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$13.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Esco Corporation Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$9.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Dechert LLP Pension Plan for Staff Employees	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$9.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Virtua Pension Equity Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$11.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Sharpsaver Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$86.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan of Centra Health, Inc.	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$11.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mead Johnson & Company Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$24.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Graham Companies Pension Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Scripps/journal Pension Plan (albuquerque Publishi	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$5.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Scripps Pension Plan (journal Publishing Company)	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Income Plan for Employees of El Paso Electric Company	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$20.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Lozier Corporation Pension Plan and Trust	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$56.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$10.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Arkema Inc. Retirement Benefits Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Haynes and Boone, LLP Partners' Retirement Plan	14 Year Ldi Fixed Income Fundcollective trust	Fixed income	$25.9M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2024Holding startedThe Continental, Inc. Pension Plan
The Continental, Inc. Pension Plan first reports an interest in 14 Year Ldi Fixed Income Fund: $725,661 at 2024-12-31
with 14 Year Ldi Fixed Income Fundaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceLozier Corporation Pension Plan for Scottsboro Production Employees and Trust
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust no longer reports 14 Year Ldi Fixed Income Fund (last held $12M at 2023-12-31; absent from the 2024-12-31 filing)
with 14 Year Ldi Fixed Income Fundaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceDechert LLP Pension Plan for Staff Employees
Dechert LLP Pension Plan for Staff Employees no longer reports 14 Year Ldi Fixed Income Fund (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)
with 14 Year Ldi Fixed Income Fundaskebsa.dol.gov
Dec 31, 2023Holding endedinferencePension Plan of Centra Health, Inc.
Pension Plan of Centra Health, Inc. no longer reports 14 Year Ldi Fixed Income Fund (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)
with 14 Year Ldi Fixed Income Fundaskebsa.dol.gov
Dec 31, 2023Holding startedDelta Dental of California Cash Balance Retirement Plan
Delta Dental of California Cash Balance Retirement Plan first reports an interest in 14 Year Ldi Fixed Income Fund: $5M at 2023-12-31
with 14 Year Ldi Fixed Income Fundaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceRetirement Income Plan for Employees of El Paso Electric Company
Retirement Income Plan for Employees of El Paso Electric Company no longer reports 14 Year Ldi Fixed Income Fund (last held $20M at 2022-12-31; absent from the 2023-12-31 filing)
with 14 Year Ldi Fixed Income Fundaskebsa.dol.gov
Dec 31, 2023Holding startedSaks Fifth Avenue Pension Plan
Saks Fifth Avenue Pension Plan first reports an interest in 14 Year Ldi Fixed Income Fund: $9M at 2023-12-31
with 14 Year Ldi Fixed Income Fundaskebsa.dol.gov