4 more limited partners and 18 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 $249/month unless canceled.

Series 1 US Low Volatility Large CA

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
7
No date on record · this record
Public LPs
7
distinct allocators on the tape
Rows
7
across successive reports
Held, latest filings
$198M
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
7 allocators
AllocatorDisclosedStateApprovedClosedReported
Amerisure Mutual Insurance Company Cash Balance Pension PlanNot disclosedheld--Dec 31, 2023
Federated Mutual Retirement PlanNot disclosedheld--Dec 31, 2025
Florida Carpenters Pension PlanNot disclosedheld--Dec 31, 2022

+4 more limited partners in this fund

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Every row
21 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025WPS Pension PlanMartingle Inv Trust Series Icollective trustPooled vehicles$20.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Premera Pension Equity PlanMartingle Inv Trust Series I103 12 iePooled vehicles$36.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Federated Mutual Retirement PlanMartingle Inv Trust Series I103 12 iePooled vehicles$20.9M heldDisclosed holdingaskebsa.dol.gov

+18 more commitment rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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