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

KEY Bank National Association

unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
10 allocators
Schedule C rows
34 rows, $1.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ibew Local No. 236 Pension Plan202419 59NONE$194,878
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan202419 59NONE$70,964
Ohio Carpenters' Pension Plan202428 50 51 65NONE$49,519
Teamsters Union Local 293 Pension Plan202419$34,708
R. W. Sidley, Inc. Employees' Retirement Plan202419 21 50 59NONE$22,874
Koroseal Interior Products Retirement Income Plan202421N/A$22,507
United Producers, Inc. Amended Employees' Pension Plan202413 19 21 28TRUSTEE$21,181
Laborers' Local #157 Pension Fund202418NONE$17,149
Local 422 Pension Trust Fund202419 59N/A$9,939
Sheet Metal Workers Local 7, Zone 2 Pension Plan202428 51NONE$8,432
Cleveland Soft Drink Workers Pension Plan202428NONE$5,060
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan202319 59NONE$71,702
Ohio Carpenters' Pension Plan202328 50 51 65NONE$54,085
Teamsters Union Local 293 Pension Plan202319$32,907
United Producers, Inc. Amended Employees' Pension Plan202313 19 21 28TRUSTEE$26,541
R. W. Sidley, Inc. Employees' Retirement Plan202319 21 50 59NONE$23,873
Koroseal Interior Products Retirement Income Plan202321N/A$21,196
Laborers' Local #157 Pension Fund202318NONE$16,368
Local 422 Pension Trust Fund202319 59$13,256
Sheet Metal Workers Local 7, Zone 2 Pension Plan202328 51NONE$8,037
The Truth Retirement Plan202310 13 19 21 28 62 99TRUSTEE$5,689
Cleveland Soft Drink Workers Pension Plan202328NONE$5,494
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan202219 59NONE$65,542
Ohio Carpenters' Pension Plan202228 50 51 65NONE$58,244
Teamsters Union Local 293 Pension Plan202219$34,191
United Producers, Inc. Amended Employees' Pension Plan202213 19 21 28TRUSTEE$28,370
I.B.E.W. Local 38 Pension Plan202219INVESTMENT CUSTODIAN$25,950
R. W. Sidley, Inc. Employees' Retirement Plan202219 21 50 59NONE$25,682
Koroseal Interior Products Retirement Income Plan202221N/A$18,969
Laborers' Local #157 Pension Fund202218 50NONE$18,419
Local 422 Pension Trust Fund202219 59$13,293
Sheet Metal Workers Local 7, Zone 2 Pension Plan202228 51NONE$8,017
Cleveland Soft Drink Workers Pension Plan202228NONE$5,847
The Truth Retirement Plan202210 13 19 21 28 62 99TRUSTEE$5,638
What changed
  • Dec 31, 2024Manager relationship endedinferenceThe Truth Retirement Plan
    Keybank National Association no longer appears on The Truth Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with KEY Bank National Associationaskebsa.dol.gov