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

20+ Year U.S. Treasury Strips Index

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
11
distinct allocators on the tape
Rows
25
across successive reports
Held, latest filings
$251M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
11 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 11), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Consolidated Pension Plan of Tufts Medicine, Inc.n/aheld--Dec 31, 2023
Employees' Retirement Plan of Indianapolis Power & Light Companyn/aheld--Dec 31, 2024
Lamb Weston, Inc. Pension Plan for Plant Hourly Employeesn/aheld--Dec 31, 2023
Oncor Retirement Plann/aheld--Dec 31, 2023
Pension Plan of Circle Health, Inc.n/aheld--Dec 31, 2022
Phibro Animal Health Corporation Pension Plann/aheld--Jun 30, 2025
Retirement Income Plan for Employees of Ugi Utilities, Inc.n/aheld--Dec 31, 2024
The Dayton Power and Light Co. Retirement Inc Plann/aheld--Dec 31, 2024
The Retirement Benefit Plan for Employees of Aes NY, L.L.C.n/aheld--Dec 31, 2024
The Rowan Pension Plann/aheld--Dec 31, 2024
Transamerica Pension Plann/aheld--Dec 31, 2024
Every row
25 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025Phibro Animal Health Corporation Pension Plan20+ Year U.S. Treasury Strips Indexcollective trustFixed income$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Transamerica Pension Plan20+ Year U.S. Treasury Strips Indexcollective trustFixed income$37.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Retirement Benefit Plan for Employees of Aes NY, L.L.C.20+ Year U.S. Treasury Strips Indexcollective trustFixed income$665,684 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Rowan Pension Plan20+ Year U.S. Treasury Strips Indexcollective trustFixed income$76.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Income Plan for Employees of Ugi Utilities, Inc.20+ Year U.S. Treasury Strips Indexcollective trustFixed income$47.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employees' Retirement Plan of Indianapolis Power & Light Company20+ Year U.S. Treasury Strips Indexcollective trustFixed income$27.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Dayton Power and Light Co. Retirement Inc Plan20+ Year U.S. Treasury Strips Indexcollective trustFixed income$14.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Phibro Animal Health Corporation Pension Plan20+ Year U.S. Treasury Strips Indexcollective trustFixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Consolidated Pension Plan of Tufts Medicine, Inc.20+ Year U.S. Treasury Strips Indexcollective trustFixed income$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Oncor Retirement Plan20+ Year U.S. Treasury Strips Indexcollective trustFixed income$20.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Retirement Benefit Plan for Employees of Aes NY, L.L.C.20+ Year U.S. Treasury Strips Indexcollective trustFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Dayton Power and Light Co. Retirement Inc Plan20+ Year U.S. Treasury Strips Indexcollective trustFixed income$14.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employees' Retirement Plan of Indianapolis Power & Light Company20+ Year U.S. Treasury Strips Indexcollective trustFixed income$29.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Rowan Pension Plan20+ Year U.S. Treasury Strips Indexcollective trustFixed income$93.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Income Plan for Employees of Ugi Utilities, Inc.20+ Year U.S. Treasury Strips Indexcollective trustFixed income$88.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Lamb Weston, Inc. Pension Plan for Plant Hourly Employees20+ Year U.S. Treasury Strips Indexcollective trustFixed income$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Phibro Animal Health Corporation Pension Plan20+ Year U.S. Treasury Strips Indexcollective trustFixed income$879,724 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employees' Retirement Plan of Indianapolis Power & Light Company20+ Year U.S. Treasury Strips Indexcollective trustFixed income$29.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Rowan Pension Plan20+ Year U.S. Treasury Strips Indexcollective trustFixed income$83.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Oncor Retirement Plan20+ Year U.S. Treasury Strips Indexcollective trustFixed income$20.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Dayton Power and Light Co. Retirement Inc Plan20+ Year U.S. Treasury Strips Indexcollective trustFixed income$40.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lamb Weston, Inc. Pension Plan for Plant Hourly Employees20+ Year U.S. Treasury Strips Indexcollective trustFixed income$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan of Circle Health, Inc.20+ Year U.S. Treasury Strips Indexcollective trustFixed income$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Income Plan for Employees of Ugi Utilities, Inc.20+ Year U.S. Treasury Strips Indexcollective trustFixed income$76.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Retirement Benefit Plan for Employees of Aes NY, L.L.C.20+ Year U.S. Treasury Strips Indexcollective trustFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.