27 more limited partners and 74 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.

Spartan 500 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.

Public LPs
30
No date on record · this record
Public LPs
30
distinct allocators on the tape
Rows
30
across successive reports
Held, latest filings
$712M
one row per plan
Latest
Oct 31, 2025
effective date
Plans holding an interest
30 allocators
AllocatorDisclosedStateApprovedClosedReported
Aera Energy Services Company Cash Balance PlanNot disclosedheld--Dec 31, 2024
Capgemini Cash Balance Retirement PlanNot disclosedheld--Dec 31, 2024
Carle Health Central Illinois Pension PlanNot disclosedheld--Nov 30, 2024

+27 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
77 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Oct 31, 2025The Defined Benefit Plan of the Institution for Savings in NewburyportSpartan 500 Index Poolcollective trustPooled vehicles$27.6M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025The Defined Benefit Plan of Adams Community BankSpartan 500 Index Poolcollective trustPooled vehicles$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Retirement Plan for Employees of Southern StatesSpartan 500 Index Poolcollective trustPooled vehicles$37.0M heldDisclosed holdingaskebsa.dol.gov

+74 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.

What changed
Ask DFX