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RIA / WealthPrivate fundother private fund3(c)(1)

MASSACHUSETTS S&P 500 POOLED INDEX FUND

advised by RHUMBLINE ADVISERS

Massachusetts, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b2b9e4d1-c8ce-1aef-27bd-c615bc8605a9

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Nov 28, 2014 to Mar 28, 2024
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Massachusetts S&p 500 Pooled Index Fund

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: RHUMBLINE ADVISERSCRD 107151
Fund type: PRIVATE FUND FOR QUALIFIED INVESTORS
Latest reported GAV: $835Mgross asset value on Schedule D 7.B(1), as of 2024-03-28; never fund size
Peak reported GAV: $941M
Beneficial owners: 14
Minimum investment: $5.0M
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-9999999999an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Massachusetts, United States
First reported: Nov 28, 2014
Last reported: Mar 28, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 21
Fund id: 805-8498837455

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 28, 2024	$835M	14	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Jan 9, 2024	$700M	14	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Jan 4, 2024	$700M	14	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Apr 18, 2023	$700M	14	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Mar 21, 2023	$700M	14	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Mar 7, 2023	$700M	14	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Apr 29, 2022	$941M	14	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Apr 29, 2022	$941M	14	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Mar 30, 2022	$941M	14	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Mar 30, 2021	$931M	15	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Oct 21, 2020	$759M	16	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Mar 26, 2020	$759M	16	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Mar 21, 2019	$460M	15	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Jul 24, 2018	$546M	15	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Mar 26, 2018	$546M	15	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Mar 23, 2017	$443M	14	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Mar 3, 2016	$449M	12	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Apr 7, 2015	$439M	10	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Mar 18, 2015	$439M	10	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Nov 28, 2014	$420M	10	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND
Nov 28, 2014	$420M	10	$5.0M	0.0%	yes	MASSACHUSETTS S&P 500 POOLED INDEX FUND

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
STATE STREET CORPORATION	STATE STREET CORPORATION	Boston	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← RHUMBLINE ADVISERSRegistered adviserOther Private Fund, IA
Nov 28, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2b9e4d1-c8ce-1aef-27bd-c615bc8605a9
First observed: Nov 28, 2014
Last observed: Mar 28, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MASSACHUSETTS S&P 500 POOLED INDEX FUND

advised by RHUMBLINE ADVISERS

Massachusetts, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b2b9e4d1-c8ce-1aef-27bd-c615bc8605a9

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:00 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 28, 2024

$835M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Jan 9, 2024

$700M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Jan 4, 2024

$700M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Apr 18, 2023

$700M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Mar 21, 2023

$700M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Mar 7, 2023

$700M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Apr 29, 2022

$941M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Apr 29, 2022

$941M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Mar 30, 2022

$941M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Mar 30, 2021

$931M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Oct 21, 2020

$759M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Mar 26, 2020

$759M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Mar 21, 2019

$460M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Jul 24, 2018

$546M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Mar 26, 2018

$546M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Mar 23, 2017

$443M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Mar 3, 2016

$449M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Apr 7, 2015

$439M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Mar 18, 2015

$439M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Nov 28, 2014

$420M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Nov 28, 2014

$420M

$5.0M

0.0%

yes

MASSACHUSETTS S&P 500 POOLED INDEX FUND

Custodian

Legal name

City

State

Country

Related person

SEC number

STATE STREET CORPORATION

Boston

Massachusetts

United States

n/a