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 1000 Growth 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
20
distinct allocators on the tape
Rows
47
across successive reports
Held, latest filings
$1.2B
one row per plan
Latest
Sep 30, 2025
effective date
Plans holding an interest
20 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 20), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
CBI Pension Plann/aheld--Dec 31, 2022
Cement Masons Pension Trust Fund for Northern Californian/aheld--Aug 31, 2025
Iron Workers Pension Plann/aheld--Sep 30, 2025
Iuoe Stationary Engineers Local 39 Pension Plann/aheld--Dec 31, 2024
Joint Pension Fund of Local Union No 102n/aheld--Dec 31, 2024
Journeymen & Apprentices of Local 188 Pension Fundn/aheld--Jun 30, 2025
Kaman Corporation Employees' Pension Plann/aheld--Dec 31, 2024
Linde U.S. Pension Plann/aheld--Dec 31, 2024
Local 68 Engineers Union Pension Plann/aheld--Jun 30, 2025
Local 816 Labor & Management Pension Trust Fundn/aheld--Jan 31, 2025
Michigan Bac Pension Fundn/aheld--Apr 30, 2025
NEW England Health Care Employees Pension Plann/aheld--Dec 31, 2024
NEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension Plann/aheld--Sep 30, 2025
Phillips 66 Retirement Plann/aheld--Dec 31, 2024
Plumbers and Steamfitters Local 60 Pension Fundn/aheld--Jun 30, 2025
Stone and Marble Masons of Metropolitan Washington D.C. Pension Fundn/aheld--Jun 30, 2025
Twu-Westchester Private Bus Lines Pension Trustn/aheld--Dec 31, 2024
Ufcw and Safeway Variable Annuity Pension Fundn/aheld--Dec 31, 2024
Ufcw-Giant Variable Annuity Fundn/aheld--Dec 31, 2024
Waterfront Employers - Ila Pension Plann/aheld--Sep 30, 2025
Every row
47 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Waterfront Employers - Ila Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$24.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Iron Workers Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025NEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Cement Masons Pension Trust Fund for Northern CaliforniaRussell 1000 Growth Index Fundcollective trustPooled vehicles$24.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Plumbers and Steamfitters Local 60 Pension FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Local 68 Engineers Union Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$53.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Journeymen & Apprentices of Local 188 Pension FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Stone and Marble Masons of Metropolitan Washington D.C. Pension FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Michigan Bac Pension FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$24.6M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Local 816 Labor & Management Pension Trust FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$31.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ufcw and Safeway Variable Annuity Pension FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Linde U.S. Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$513M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NEW England Health Care Employees Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$93.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Iuoe Stationary Engineers Local 39 Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$169M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Twu-Westchester Private Bus Lines Pension TrustRussell 1000 Growth Index Fundcollective trustPooled vehicles$19.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Phillips 66 Retirement PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$179M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Kaman Corporation Employees' Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ufcw-Giant Variable Annuity FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Joint Pension Fund of Local Union No 102Russell 1000 Growth Index Fundcollective trustPooled vehicles$22.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Waterfront Employers - Ila Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024NEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Cement Masons Pension Trust Fund for Northern CaliforniaRussell 1000 Growth Index Fundcollective trustPooled vehicles$30.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Journeymen & Apprentices of Local 188 Pension FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Stone and Marble Masons of Metropolitan Washington D.C. Pension FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Local 68 Engineers Union Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$51.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Plumbers and Steamfitters Local 60 Pension FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$13.1M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Michigan Bac Pension FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$21.5M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Local 816 Labor & Management Pension Trust FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$28.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ufcw and Safeway Variable Annuity Pension FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$917,384 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Kaman Corporation Employees' Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$30.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Linde U.S. Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$400M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Joint Pension Fund of Local Union No 102Russell 1000 Growth Index Fundcollective trustPooled vehicles$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NEW England Health Care Employees Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$80.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Iuoe Stationary Engineers Local 39 Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$105M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ufcw-Giant Variable Annuity FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Phillips 66 Retirement PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$158M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023NEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Cement Masons Pension Trust Fund for Northern CaliforniaRussell 1000 Growth Index Fundcollective trustPooled vehicles$25.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Local 68 Engineers Union Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$52.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Journeymen & Apprentices of Local 188 Pension FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Michigan Bac Pension FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$16.3M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Local 816 Labor & Management Pension Trust FundRussell 1000 Growth Index Fundcollective trustPooled vehicles$20.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Joint Pension Fund of Local Union No 102Russell 1000 Growth Index Fundcollective trustPooled vehicles$56.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Iuoe Stationary Engineers Local 39 Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$75.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022CBI Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Kaman Corporation Employees' Pension PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$25.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Phillips 66 Retirement PlanRussell 1000 Growth Index Fundcollective trustPooled vehicles$121M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.