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

World Investment Advisors, LLC

OCIOprobableDC plan focusCRD 208512
Advisory clients on the tape
7
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
4,041
filed Mar 31, 2026
ADV institutional RAUM
$60B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$32B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.84; discretionary RAUM $32B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
7 allocators
Schedule C rows
16 rows, $436,657 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Pension Plan for Insurance Organizations202427 50CONSULTANT$90,854
Kern Regional Center Defined Benefit Retirement Plan202427INVESTMENT ADVISOR$47,957
Wise Foods Pension Plan202427 50INVESTMENT ADVISORY$17,500
Screen Actors Guild - Producers Pension Plan202416 50NONE$13,092
The Pension Plan for Employees of Kbc Bank N. V., New York Branch202427 99INVESTMENT ADVISORY
The Pension Plan for Insurance Organizations202327 50CONSULTANT$87,360
Kern Regional Center Defined Benefit Retirement Plan202327INVESTMENT ADVISOR$43,771
Wise Foods Pension Plan202327 50INVESTMENT ADVISORY$15,000
Screen Actors Guild - Producers Pension Plan202316 50NONE$5,374
Brethren Mutual Insurance Company Employee Retirement Plan202327 99INVESTMENT ADVISORY
The Pension Plan for Employees of Kbc Bank N. V., New York Branch202327 99INVESTMENT ADVISORY
The Pension Plan for Insurance Organizations202216 50CONSULTANT$87,849
Kern Regional Center Defined Benefit Retirement Plan202227INVESTMENT ADVISOR$27,900
Brethren Mutual Insurance Company Employee Retirement Plan202227 99INVESTMENT ADVISORY
Mutual Benefit Insurance Company Retirement Plan202227 99INVESTMENT ADVISORY
The Pension Plan for Employees of Kbc Bank N. V., New York Branch202227 99INVESTMENT ADVISORY
Form ADV readings
  • charity clients 238 Mar 31, 2026 reported
  • government clients 61 Mar 31, 2026 reported
  • institutional clients 4,041 Mar 31, 2026 reported
  • pension plan clients 3,742 Mar 31, 2026 reported
  • raum discretionary $32B Mar 31, 2026 reported
  • raum institutional $60B Mar 31, 2026 reported
  • raum total $72B Mar 31, 2026 reported
What changed