DFX Intelligence
Mcsi Min Volatility USA 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
- 3
3 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
3
distinct allocators on the tape
Rows
3
across successive reports
Held, latest filings
$310M
one row per plan
Latest
Mar 31, 2025
effective date
Plans holding an interest
How limited partners are countedOne 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 3), never a fund size.3 allocators
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Kohler Co. Pension Plan | Not disclosed | held | - | - | Dec 31, 2023 |
| Major League Baseball Players Pension Plan | Not disclosed | held | - | - | Mar 31, 2025 |
| Mony Life Retirement Income Security Plan for Employees | Not disclosed | held | - | - | Dec 31, 2024 |
Every row
6 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Major League Baseball Players Pension Plan | Blackrock Msci US Min Volatilitycollective trust | Pooled vehicles | $282M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mony Life Retirement Income Security Plan for Employees | Blackrock Msci US Min Volatilitycollective trust | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Major League Baseball Players Pension Plan | Blackrock Msci US Min Volatilitycollective trust | Pooled vehicles | $248M held | Disclosed holding | askebsa.dol.gov |
+3 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
- Mony Life Retirement Income Security Plan for Employees first reports an interest in Blackrock Msci US Min Volatility: $9M at 2024-12-31with Mcsi Min Volatility USA Index Fundaskebsa.dol.gov
- Kohler Co. Pension Plan no longer reports Blackrock Msci US Min Volatility (last held $19M at 2023-12-31; absent from the 2024-12-31 filing)with Mcsi Min Volatility USA Index Fundaskebsa.dol.gov