DFX Intelligence
Commitments
Commitments: one recordAbout the commitment tapeOne row per line of a plan’s own disclosure. A committed row is a closing the plan dated (a monthly transaction report, a new-investments table); a disclosed holding is a line of a performance or holdings report as of that report’s date, with the plan’s own cash flows, IRR and multiple where printed.Re-up and new-manager flags are the plan’s own words. Amounts are the plan’s commitment, never a fund size.
33 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Paccar Inc Retirement Plan | DFA Small Cap Trustcollective trust | Public equity | $90.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Division 1181 Atu - NY Employees Pension Fund and Plan | DFA Group Trust the Large Cap Value103 12 ie | Public equity | $70.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | The Southern Company Pension Plan | The Small Cap Value Subtrustcollective trust | Public equity | $104M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legacy Plan of the National Retirement Fund | Dimensional Micro Cap Subtrust103 12 ie | Pooled vehicles | $38.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | The Bank of America Pension Plan | DFA Small Cap Trust103 12 ie | Public equity | $112M held | Disclosed holding | askebsa.dol.gov |
+28 additional commitment rows match
Every plan, fund and manager behind these rows, with the amount, date and source on each.
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