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.

OCIO

Onedigital

OCIOprobableDC plan focusOverland Park, KSCRD 106766facebook.com
Advisory clients on the tape
29
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
5,182
filed Apr 1, 2026
ADV institutional RAUM
$139B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$59B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.90; discretionary RAUM $59B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
29 allocators
Other roles
2 allocators
Schedule C rows
80 rows, $3.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Everest Reinsurance Retirement Plan202516CONSULTING$92,500
Allina Health Pension Plan for Collectively Bargained Employees202527 50NONE$8,250
Employees' Retirement Plan of Ellis Hospital202417 50NONE$232,417
Raley's Pension Plan202428 51INVESTMENT MANAGEMENT$148,540
NCR Pension Plan202428 50 51NONE$136,794
Municipal Credit Union Defined Benefit Plan202427 50INVESTMENT ADVISORY$106,250
Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC.202417 50CONSULTANT$92,696
MT. Elliott Cemetery Association Retirement Plan202427INVESTMENT ADVISOR$78,895
Times Publishing Company Defined Benefit Pension Plan202417 27 28 50NONE$65,000
The Jewish Home & Hospital Retirement Plan202428 50 51NONE$59,676
Oerlikon USA Holding, Inc. Pension Plan202417 27 50INV MANAGEMENT / CONSULT$55,000
George W. Prescott Publishing Pension Plan202417 27 28 50NONE$48,000
Pension Plan for Associates of Nine West Group Inc.202416 50CONSULTANT$45,000
Raley's Group Pension Plan202428 51INVESTMENT MANAGEMENT$38,805
Discovery Energy Pension Plan202416 17 50NONE$36,458
MT. Elliott Cemetery Association Retirement Plan202411ACTUARY$33,750
Bashas' Employees Defined Benefit Pension Plan and Trust202428 51NONE$29,167
The Pension Plan of United Way of Greater Atlanta, Inc.202427 51NONE$28,000
Mary Washington Healthcare Defined Benefit Retirement Plan202427 50INV ADVISORY$25,000
Monro, Inc. Pension Plan202421NONE$22,500
The Canada Life Assurance Company United States Consolidated Pension Plan202417 50CONSULTANT$15,078
Tidewater Pension Plan202416NONE$14,069
Leggett & Platt, Incorporated Retirement Plan202417 27 50NONE$11,295
Allina Health Pension Plan for Collectively Bargained Employees202427 50NONE$11,000
Leggett & Platt, Incorporated Pension Plan202417 50 51NONE$6,452
Pension Plan of Hanes Companies, Inc.202417 27 50NONE$6,422
Anesthesiology Services Network, Ltd. Cash Balance Plan202427NONE$5,241
Llflex Pension Plan for Hourly Employees of Louisville Laminating Plant202427 99INVESTMENT ADVISORY
Chalmers & Kubeck, Inc. Employees' Pension Plan202311 13 26 38 49N/A$155,000
Raley's Pension Plan202328 50INVESTMENT MANAGEMENT$86,630
NCR Pension Plan202316 50NONE$80,625
The Jewish Home & Hospital Retirement Plan202328 50NONE$77,250
Pension Plan for Associates of Nine West Group Inc.202316 50CONSULTANT$45,000
Memc LLC Pension Plan202328 51NONE$38,185
Times Publishing Company Defined Benefit Pension Plan202317 27 28 50NONE$32,500
Times Publishing Company Defined Benefit Pension Plan202317 27 28 50NONE$32,500
The Pension Plan of United Way of Greater Atlanta, Inc.202327 51NONE$28,000
Raley's Group Pension Plan202328 50INVESTMENT MANAGEMENT$25,870
Columbia Steel Casting Co. Pension Plan202327 70NONE$24,992
Elliot Health System Pension Plan202317NONE$24,413
George W. Prescott Publishing Pension Plan202317 27 28 50NONE$24,000
George W. Prescott Publishing Pension Plan202317 27 28 50NONE$24,000
Pension Plan for Employees of Southern New Hampshire Medical Center202317NONE$23,125
Municipal Credit Union Defined Benefit Plan202327 50INVESTMENT ADVISORY$21,250
Employees' Retirement Plan of Ellis Hospital202317 50NONE$20,000
Leggett & Platt, Incorporated Retirement Plan202317 27 50NONE$9,275
Pension Plan of Hanes Companies, Inc.202317 27 50NONE$7,866
Leggett & Platt, Incorporated Pension Plan202317 50 51NONE$5,939
Allina Health Pension Plan for Collectively Bargained Employees202327 50NONE$5,500
Allina Health Pension Plan for Collectively Bargained Employees202327 50NONE$5,500
Mary Washington Healthcare Defined Benefit Retirement Plan202327 50INV ADVISORY$5,000
Llflex Pension Plan for Hourly Employees of Louisville Laminating Plant202327 99INVESTMENT ADVISORY
Ccare Cash Balance Plan and Trust202327INVESTMENT ADVISOR
Raley's Pension Plan202228 50INVESTMENT MANAGEMENT$95,293
Memc LLC Pension Plan202228 51NONE$90,041
George W. Prescott Publishing Pension Plan202217 27 28 50NONE$84,000
The Jewish Home & Hospital Retirement Plan202228 50NONE$75,000
Times Publishing Company Defined Benefit Pension Plan202217 27 28 500:00:00$65,000
The Brookdale University Hospital and Medical Center Employees' Retirement Plan202217 50CONSULTANT$50,000
Pension Plan for Associates of Nine West Group Inc.202216 50CONSULTANT$45,000
Pharmaceutical Research and Manufacturers of America Retirement Plan202227RETAINED BY EMPLOYER$34,413
Raley's Group Pension Plan202228 50INVESTMENT MANAGEMENT$28,457
The Pension Plan of United Way of Greater Atlanta, Inc.202227 51NONE$28,000
Columbia Steel Casting Co. Pension Plan202227 70NONE$27,469
NCR Pension Plan202216 50NONE$26,875
Genesis Worldwide, Inc. Master Pension Plan202251NONE$25,000
Employees' Retirement Plan of Ellis Hospital202217NONE$20,000
J.C. Blair Memorial Hospital Retirement Plan202228 50NONE$19,712
Allina Health Pension Plan for Collectively Bargained Employees202227 50PARTY-IN-INTEREST$19,250
Pension Plan for Employees of Southern New Hampshire Medical Center202217NONE$13,875
Elliot Health System Pension Plan202217NONE$13,875
Temple University Health System, Inc. Consolidated Pension Plan202227NONE$11,250
Edac Technologies Corporation Gros-Ite Division Employees Pension Plan202217NONE$8,000
Mary Washington Healthcare Defined Benefit Retirement Plan202227 50INV ADVISORY$7,500
Leggett & Platt, Incorporated Retirement Plan202217 27 50NONE$5,101
Pension Plan of Hanes Companies, Inc.202217 27 50NONE$3,947
Leggett & Platt, Incorporated Pension Plan202217 50 51NONE$2,905
Ccare Cash Balance Plan and Trust202227INVESTMENT ADVISOR
Llflex Pension Plan for Hourly Employees of Louisville Laminating Plant202227 99INVESTMENT ADVISORY
Municipal Credit Union Defined Benefit Plan202227 99INVESTMENT ADVISORY
Form ADV readings
  • charity clients 22 Apr 1, 2026 reported
  • institutional clients 5,182 Apr 1, 2026 reported
  • pension plan clients 5,160 Apr 1, 2026 reported
  • raum discretionary $59B Apr 1, 2026 reported
  • raum institutional $139B Apr 1, 2026 reported
  • raum total $155B Apr 1, 2026 reported
What changed