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 Equity Index Fund

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
27
across successive reports
Held, latest filings
$123M
one row per plan
Latest
Aug 31, 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
Essendant Pension Plann/aheld--Aug 31, 2025
Essendant Union Employees' Pension Plann/aheld--Aug 31, 2025
Ionics, Incorporated Retirement Plann/aheld--Dec 31, 2022
Oneok, Inc. Retirement Plann/aheld--Dec 31, 2022
Osram Sylvania Pension Plann/aheld--Dec 31, 2024
Sealed Air Corporation Combined Pension Plann/aheld--Dec 31, 2024
Sirva Employees Retirement Plann/aheld--Dec 31, 2024
Talen Montana Retirement Plann/aheld--Apr 30, 2025
The Kinetic Group, Inc. Pension and Retirement Plann/aheld--Dec 31, 2023
The Rite Aid Pension Plann/aheld--Feb 29, 2024
VF Corporation Pension Plann/aheld--Dec 31, 2024
Every row
27 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Aug 31, 2025Essendant Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Essendant Union Employees' Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Talen Montana Retirement PlanLarge Cap Equity Index Fundcollective trustPublic equity$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sealed Air Corporation Combined Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Osram Sylvania Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024VF Corporation Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$23.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sirva Employees Retirement PlanLarge Cap Equity Index Fundcollective trustPublic equity$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Essendant Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Essendant Union Employees' Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Talen Montana Retirement PlanLarge Cap Equity Index Fundcollective trustPublic equity$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024The Rite Aid Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$17.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Kinetic Group, Inc. Pension and Retirement PlanLarge Cap Equity Index Fundcollective trustPublic equity$103,713 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sealed Air Corporation Combined Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Osram Sylvania Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023VF Corporation Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sirva Employees Retirement PlanLarge Cap Equity Index Fundcollective trustPublic equity$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Essendant Union Employees' Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Essendant Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Talen Montana Retirement PlanLarge Cap Equity Index Fundcollective trustPublic equity$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023The Rite Aid Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$18.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Kinetic Group, Inc. Pension and Retirement PlanLarge Cap Equity Index Fundcollective trustPublic equity$92,969 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sirva Employees Retirement PlanLarge Cap Equity Index Fundcollective trustPublic equity$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Osram Sylvania Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022VF Corporation Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$26.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ionics, Incorporated Retirement PlanLarge Cap Equity Index Fundcollective trustPublic equity$766,529 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sealed Air Corporation Combined Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Oneok, Inc. Retirement PlanLarge Cap Equity Index Fundcollective trustPublic equity$25.8M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.