DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Winmill Software Inc
unclassified
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
3 allocators
- Aftra Retirement Plan Pension consultantthrough Nov 30, 2024 Form 5500
- American Federation of Musicians and Employers' Pension Fund and Subsidiary General consultantthrough Dec 31, 2022 Form 5500
- I. a. T. S. E. National Pension Fund General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $2.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I. a. T. S. E. National Pension Fund | 2024 | 16 50 | NONE | $538,021 |
| American Federation of Musicians and Employers' Pension Fund and Subsidiary | 2024 | 16 49 50 | NONE | $92,387 |
| I. a. T. S. E. National Pension Fund | 2023 | 16 50 | NONE | $1.1M |
| American Federation of Musicians and Employers' Pension Fund and Subsidiary | 2023 | 16 49 50 | NONE | $74,540 |
| Aftra Retirement Plan | 2023 | 17 50 99 | NONE | $58,321 |
| I. a. T. S. E. National Pension Fund | 2022 | 16 50 | CONSULTANT | $480,213 |
| American Federation of Musicians and Employers' Pension Fund and Subsidiary | 2022 | 16 49 50 | NONE | $12,869 |
What changed
- Winmill Software appears on Aftra Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Winmill Software Incaskebsa.dol.gov