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

State Street Russell Sm Cap Complet

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
16
distinct allocators on the tape
Rows
25
across successive reports
Held, latest filings
$179M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
16 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 16), never a fund size.

Every row
25 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024UST LLC Retirement Income Plan for Hourly EmployeesRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$15.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024PHH Pension PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$828,384 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary CompaniesRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sappi North America, Inc. Retirement Plan for Salaried EmployeesRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Northern Light Health Retirement Partnership PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$12.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023PHH Pension PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary CompaniesRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Northern Light Health Retirement Partnership PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$15.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sappi North America, Inc. Retirement Plan for Salaried EmployeesRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023UST LLC Retirement Income Plan for Hourly EmployeesRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$13.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jones Memorial Hospital Pension PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$226,141 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Keystone Employees' Retirement PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022CRH Americas Pension PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Highland Hospital of Rochester, NYRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022UST LLC Retirement Income Plan for Hourly EmployeesRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022UR Medicine Home Care, Certified Services, Inc. Cash Balance Pension PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$90,456 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sappi North America, Inc. Retirement Plan for Salaried EmployeesRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$900,611 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nicholas H. Noyes Memorial Hospital Employees' Retirement PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$72,365 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NEW Jersey Health Care Employers- Pension PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Vassar Brothers Hospital Pension PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Northern Light Health Retirement Partnership PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Cottage Health Pension PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$30.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Thompson Health Pension PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$699,878 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary CompaniesRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Frontier Communications Pension PlanRUS Sm Cap Comp Indx Nl Fund(cmd4)collective trustPooled vehicles$98.4M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.