Small Cap Equity Index Fund
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, never a commitment amount.
- Public LPs
- 9
6 more limited partners and 19 more commitment rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Plans holding an interest
How limited partners are countedOne 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.| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| AS America Brands, Inc. Pension Plan | Not disclosed | held | - | - | Dec 31, 2024 |
| Essendant Pension Plan | Not disclosed | held | - | - | Aug 31, 2025 |
| Essendant Union Employees' Pension Plan | Not disclosed | held | - | - | Aug 31, 2025 |
+6 more limited partners in this fund
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Every row
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Essendant Union Employees' Pension Plan | Small Cap Equity Index Fundcollective trust | Public equity | $857,651 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Essendant Pension Plan | Small Cap Equity Index Fundcollective trust | Public equity | $917,260 held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Talen Montana Retirement Plan | Small Cap Equity Index Fundcollective trust | Public equity | $1.4M held | Disclosed holding | askebsa.dol.gov |
+19 more commitment rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.