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

Russell 25 Plus Yr Strips Fixed Inc

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

$913M

one row per plan

Latest

Oct 31, 2025

effective date

Plans holding an interest

27 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 27), 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
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
Mercedes-Benz USA, LLC Pension Plan	n/a	held	-	-	Dec 31, 2022
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
Retirement Plan for Pilots of Hawaiian Airlines, Inc.	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	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 Lozier Corporation Pension Plan and Trust	n/a	held	-	-	Dec 31, 2024
Virtua Pension Equity Plan	n/a	held	-	-	Dec 31, 2024

Every row

65 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Oct 31, 2025	Retirement Plan for Employees of Knouse Foods Cooperative, Inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Retirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$711,056 held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Knouse Foods Bargaining Unit Employees Retirement Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2025	Retirement Plan for Employees of Southwest Gas Corporation	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$213M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2025	National Laboratory of the Rockies Shared Security Pension Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$131M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	Employees' Retirement Plan of John Wiley & Sons,inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$18.2M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	Salaried Employees' Retirement Plan of the Eastern Company	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$4.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	British Airways Plc Pension Plan (U.S.A.)	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$22.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Destileria Serralles, Inc. Puerto Rico Pension Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Alpha Legacy Company Pension Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$55.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Esco Corporation Pension Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Lozier Corporation Pension Plan and Trust	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$8.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Scripps Pension Plan (journal Publishing Company)	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$111,755 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Pilots of Hawaiian Airlines, Inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$15.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Virtua Pension Equity Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$3.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Haynes and Boone, LLP Partners' Retirement Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Arkema Inc. Retirement Benefits Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$20.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan of Newmont	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$39.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mead Johnson & Company Retirement Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$35.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Scripps/journal Pension Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$25.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Sharpsaver Retirement Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$113M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Scripps/journal Pension Plan (albuquerque Publishi	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$189,655 held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Retirement Plan for Employees of Knouse Foods Cooperative, Inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$4.6M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Retirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$871,231 held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Knouse Foods Bargaining Unit Employees Retirement Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2024	Retirement Plan for Employees of Southwest Gas Corporation	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$322M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2024	National Laboratory of the Rockies Shared Security Pension Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$124M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	Salaried Employees' Retirement Plan of the Eastern Company	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$4.6M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	Employees' Retirement Plan of John Wiley & Sons,inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$22.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	British Airways Plc Pension Plan (U.S.A.)	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$31.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Scripps/journal Pension Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$35.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mead Johnson & Company Retirement Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$42.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Dechert LLP Pension Plan for Staff Employees	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Virtua Pension Equity Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Haynes and Boone, LLP Partners' Retirement Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Arkema Inc. Retirement Benefits Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$24.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Sharpsaver Retirement Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$122M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Esco Corporation Pension Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Scripps/journal Pension Plan (albuquerque Publishi	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$219,807 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Scripps Pension Plan (journal Publishing Company)	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$126,401 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Pilots of Hawaiian Airlines, Inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$21.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Retirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$867,213 held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Retirement Plan for Employees of Knouse Foods Cooperative, Inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Knouse Foods Bargaining Unit Employees Retirement Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2023	Retirement Plan for Employees of Southwest Gas Corporation	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$315M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2023	National Laboratory of the Rockies Shared Security Pension Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$125M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2023	Employees' Retirement Plan of John Wiley & Sons,inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$30.2M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2023	Salaried Employees' Retirement Plan of the Eastern Company	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	British Airways Plc Pension Plan (U.S.A.)	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$39.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Arkema Inc. Retirement Benefits Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$24.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Haynes and Boone, LLP Partners' Retirement Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$13.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Esco Corporation Pension Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$4.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Virtua Pension Equity Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Sharpsaver Retirement Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$99.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan of Centra Health, Inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$24.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mead Johnson & Company Retirement Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$22.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Dechert LLP Pension Plan for Staff Employees	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Scripps/journal Pension Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$53.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Scripps/journal Pension Plan (albuquerque Publishi	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$194,226 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Scripps Pension Plan (journal Publishing Company)	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$110,318 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercedes-Benz USA, LLC Pension Plan	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$87.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for Pilots of Hawaiian Airlines, Inc.	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$27.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Income Plan for Employees of El Paso Electric Company	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$73.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust	Russell 25 Plus Yr Strips Fixed Inccollective trust	Fixed income	$1.9M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2024Holding startedThe Lozier Corporation Pension Plan and Trust
The Lozier Corporation Pension Plan and Trust first reports an interest in Russell 25 Plus Yr Strips Fixed Inc: $8M at 2024-12-31
with Russell 25 Plus Yr Strips Fixed Incaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceDechert LLP Pension Plan for Staff Employees
Dechert LLP Pension Plan for Staff Employees no longer reports Russell 25 Plus Yr Strips Fixed Inc (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
with Russell 25 Plus Yr Strips Fixed Incaskebsa.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 Russell 25 Plus Yr Strips Fixed Inc (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
with Russell 25 Plus Yr Strips Fixed Incaskebsa.dol.gov
Dec 31, 2023Holding endedinferencePension Plan of Centra Health, Inc.
Pension Plan of Centra Health, Inc. no longer reports Russell 25 Plus Yr Strips Fixed Inc (last held $24M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell 25 Plus Yr Strips Fixed Incaskebsa.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 Russell 25 Plus Yr Strips Fixed Inc (last held $74M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell 25 Plus Yr Strips Fixed Incaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceMercedes-Benz USA, LLC Pension Plan
Mercedes-Benz USA, LLC Pension Plan no longer reports Russell 25 Plus Yr Strips Fixed Inc (last held $87M at 2022-12-31; absent from the 2023-12-31 filing)
with Russell 25 Plus Yr Strips Fixed Incaskebsa.dol.gov