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, 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.

Public LPs
11
distinct allocators on the tape
Rows
11
across successive reports
Held, latest filings
$123M
one row per plan
Latest
Aug 31, 2025
effective date

Plans holding an interest

11 allocators
AllocatorDisclosedStateApprovedClosedReported
Essendant Pension PlanNot disclosedheld--Aug 31, 2025
Essendant Union Employees' Pension PlanNot disclosedheld--Aug 31, 2025
Ionics, Incorporated Retirement PlanNot disclosedheld--Dec 31, 2022

+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

27 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Aug 31, 2025Essendant Union Employees' Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Essendant Pension PlanLarge Cap Equity Index Fundcollective trustPublic equity$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Talen Montana Retirement PlanLarge Cap Equity Index Fundcollective trustPublic equity$8.4M heldDisclosed holdingaskebsa.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

No dated events.