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
Eaton Vance Institutional Sr Loan
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
1 allocators
- U. S. Retirement Plan Trusteethrough Dec 31, 2022
Schedule C rows
1 rows, $26,034 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| U. S. Retirement Plan | 2022 | 21 28 | NONE | $26,034 |
What changed
- Eaton Vance Institutional Sr Loan no longer appears on U. S. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Eaton Vance Institutional Sr Loanaskebsa.dol.gov