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

Large Cap Value Index Cit N

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

$55.9M

one row per plan

Latest

Dec 31, 2025

effective date

Plans holding an interest

22 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 22), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Carolina Turkeys Employees' Pension Plan	n/a	held	-	-	Sep 30, 2025
Faribault Foods, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Goodman Co,lp Fayetteville Bargunit Pension Plan	n/a	held	-	-	Dec 31, 2022
Grinnell Mutual Retirement Plan	n/a	held	-	-	Dec 31, 2024
Kloeckner Metals Defined Benefit Plan	n/a	held	-	-	Dec 31, 2024
Lacrosse Footwear, Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024
Lakeside Country Club Pension Plan	n/a	held	-	-	Dec 31, 2022
Mackay Communications, Inc. Employees' Pension Plan and Trust	n/a	held	-	-	Dec 31, 2024
Minneapolis Clinic Employees' Pension Plan	n/a	held	-	-	Dec 31, 2023
Mosbacher Energy Company Retirement Plan	n/a	held	-	-	Dec 31, 2024
Pension Plan for Hourly Employees of Timber Products Co and Affiliates	n/a	held	-	-	Dec 31, 2023
Pension Plan for Hourly Employees of Timber Products Michigan Limited Partnership	n/a	held	-	-	Dec 31, 2023
Pension Plan for Salaried Employees of Timber Products Company & Affiliates	n/a	held	-	-	Dec 31, 2023
Pension Plan of United Way of the Bay Area	n/a	held	-	-	Jun 30, 2023
Pool Company Retirement Income Plan	n/a	held	-	-	Dec 31, 2024
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates	n/a	held	-	-	Dec 31, 2023
Seattle Symphony Players Pension Plan	n/a	held	-	-	Jun 30, 2025
Southern Oregon Orthopedics, Inc. Cash Balance Plan	n/a	held	-	-	Dec 31, 2024
The Gradall Company Employees' Retirement Plan	n/a	held	-	-	Dec 31, 2023
The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan	n/a	held	-	-	Dec 31, 2025
The Woodbridge Group U.S. Salaried Employees' Pension Plan	n/a	held	-	-	Dec 31, 2024
Timber Products Company Replacement Pension Plan	n/a	held	-	-	Dec 31, 2023

Every row

51 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2025	The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$281,085 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Carolina Turkeys Employees' Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$775,260 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Seattle Symphony Players Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mackay Communications, Inc. Employees' Pension Plan and Trust	Large Cap Value Index Cit Ncollective trust	Public equity	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Lacrosse Footwear, Inc. Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Southern Oregon Orthopedics, Inc. Cash Balance Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Grinnell Mutual Retirement Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mosbacher Energy Company Retirement Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$77,162 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Kloeckner Metals Defined Benefit Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pool Company Retirement Income Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	The Woodbridge Group U.S. Salaried Employees' Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$5.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Faribault Foods, Inc. Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Carolina Turkeys Employees' Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$765,292 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Seattle Symphony Players Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Grinnell Mutual Retirement Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$3.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pool Company Retirement Income Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for Hourly Employees of Timber Products Michigan Limited Partnership	Large Cap Value Index Cit Ncollective trust	Public equity	$191,215 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Minneapolis Clinic Employees' Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$529,450 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mosbacher Energy Company Retirement Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Gradall Company Employees' Retirement Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$214,162 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Southern Oregon Orthopedics, Inc. Cash Balance Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$722,667 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Lacrosse Footwear, Inc. Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mackay Communications, Inc. Employees' Pension Plan and Trust	Large Cap Value Index Cit Ncollective trust	Public equity	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for Salaried Employees of Timber Products Company & Affiliates	Large Cap Value Index Cit Ncollective trust	Public equity	$750,617 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Timber Products Company Replacement Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$456,922 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pension Plan for Hourly Employees of Timber Products Co and Affiliates	Large Cap Value Index Cit Ncollective trust	Public equity	$585,555 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	The Woodbridge Group U.S. Salaried Employees' Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Kloeckner Metals Defined Benefit Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates	Large Cap Value Index Cit Ncollective trust	Public equity	$27.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Faribault Foods, Inc. Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$799,346 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2023	Carolina Turkeys Employees' Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$680,304 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Pension Plan of United Way of the Bay Area	Large Cap Value Index Cit Ncollective trust	Public equity	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Seattle Symphony Players Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for Hourly Employees of Timber Products Michigan Limited Partnership	Large Cap Value Index Cit Ncollective trust	Public equity	$221,088 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for Salaried Employees of Timber Products Company & Affiliates	Large Cap Value Index Cit Ncollective trust	Public equity	$832,180 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mackay Communications, Inc. Employees' Pension Plan and Trust	Large Cap Value Index Cit Ncollective trust	Public equity	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Timber Products Company Replacement Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$508,664 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pool Company Retirement Income Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Lakeside Country Club Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$472,351 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Minneapolis Clinic Employees' Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$775,950 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Southern Oregon Orthopedics, Inc. Cash Balance Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$631,258 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates	Large Cap Value Index Cit Ncollective trust	Public equity	$26.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Kloeckner Metals Defined Benefit Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Gradall Company Employees' Retirement Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$743,563 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	The Woodbridge Group U.S. Salaried Employees' Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$4.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Lacrosse Footwear, Inc. Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Faribault Foods, Inc. Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mosbacher Energy Company Retirement Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Grinnell Mutual Retirement Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$3.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for Hourly Employees of Timber Products Co and Affiliates	Large Cap Value Index Cit Ncollective trust	Public equity	$651,508 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Goodman Co,lp Fayetteville Bargunit Pension Plan	Large Cap Value Index Cit Ncollective trust	Public equity	$829,708 held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2025Holding startedThe Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan
The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan first reports an interest in Large Cap Value Index Cit N: $281,085 at 2025-12-31
with Large Cap Value Index Cit Naskebsa.dol.gov
Dec 31, 2024Holding endedinferenceThe Gradall Company Employees' Retirement Plan
The Gradall Company Employees' Retirement Plan no longer reports Large Cap Value Index Cit N (last held $214,162 at 2023-12-31; absent from the 2024-12-31 filing)
with Large Cap Value Index Cit Naskebsa.dol.gov
Dec 31, 2024Holding endedinferenceRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates no longer reports Large Cap Value Index Cit N (last held $27M at 2023-12-31; absent from the 2024-12-31 filing)
with Large Cap Value Index Cit Naskebsa.dol.gov