Russell 2000 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
- 11
8 more limited partners and 24 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 11), never a fund size.| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Ernst & Young Defined Benefit Retirement Plan | Not disclosed | held | - | - | Dec 31, 2024 |
| Ernst & Young Inactive Defined Benefit Retirement Plan | Not disclosed | held | - | - | Dec 31, 2022 |
| Ernst & Young Partnership Defined Benefit Retirement Plan | Not disclosed | held | - | - | Dec 31, 2024 |
+8 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 Jun 30, 2025 | Pentegra Defined Benefit Plan for Financial Inst | Russell 2000 Index Fundcollective trust | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ernst & Young Defined Benefit Retirement Plan | Russell 2000 Index Fundcollective trust | Pooled vehicles | $21.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | TI Employees Pension Plan | Russell 2000 Index Fundcollective trust | Pooled vehicles | $48.0M held | Disclosed holding | askebsa.dol.gov |
+24 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.
What changed
- Mony Life Retirement Income Security Plan for Employees first reports an interest in Russell 2000 Index Fund: $5M at 2024-12-31with Russell 2000 Index Fundaskebsa.dol.gov
- Legacy Allergan, Inc. Pension Plan no longer reports Russell 2000 Index Fund (last held $15M at 2023-12-31; absent from the 2024-12-31 filing)with Russell 2000 Index Fundaskebsa.dol.gov
- Teco Energy Group Retirement Plan no longer reports Russell 2000 Index Fund (last held $51M at 2023-12-31; absent from the 2024-12-31 filing)with Russell 2000 Index Fundaskebsa.dol.gov
- Ernst & Young Inactive Defined Benefit Retirement Plan no longer reports Russell 2000 Index Fund (last held $9M at 2022-12-31; absent from the 2023-12-31 filing)with Russell 2000 Index Fundaskebsa.dol.gov