DFX Intelligence
Spartan Large Cap Value Index Pool
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.
No date on record · this record
- Public LPs
- 2
No date on record · this record
Public LPs
2
distinct allocators on the tape
Rows
2
across successive reports
Held, latest filings
$8.7M
one row per plan
Latest
Oct 31, 2025
effective date
Plans holding an interest
2 allocators
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| The Defined Benefit Plan of Adams Community Bank | Not disclosed | held | - | - | Oct 31, 2025 |
| The Defined Benefit Plan of the Institution for Savings in Newburyport | Not disclosed | held | - | - | Oct 31, 2025 |
Every row
2 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | The Defined Benefit Plan of the Institution for Savings in Newburyport | Spartan Large Cap Value Index Poolcollective trust | Public equity | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | The Defined Benefit Plan of Adams Community Bank | Spartan Large Cap Value Index Poolcollective trust | Public equity | $1.8M held | Disclosed holding | askebsa.dol.gov |
What changed
- The Defined Benefit Plan of Adams Community Bank first reports an interest in Spartan Large Cap Value Index Pool: $2M at 2025-10-31with Spartan Large Cap Value Index Poolaskebsa.dol.gov
- The Defined Benefit Plan of the Institution for Savings in Newburyport first reports an interest in Spartan Large Cap Value Index Pool: $7M at 2025-10-31with Spartan Large Cap Value Index Poolaskebsa.dol.gov