DFX Intelligence

24 more advisory clients, 216 more Schedule C rows and 35 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Fidelity Institutional Asset Mgmt

unclassified· RI

unclassified

24 more advisory clients, 216 more Schedule C rows and 35 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

27 allocators

Neenah Consolidated Pension Plan Investment adviser (plan)through Sep 30, 2025 Form 5500
Anaren Microwave, Inc. Pension Plan Investment adviser (plan)through Jun 30, 2025 Form 5500
Amica Pension Fund Investment adviser (plan)through Dec 31, 2024 Form 5500

+24 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

3 allocators

219 rows, $43.1M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
American Savings Bank Retirement Plan	2025	28 51 52 68	NONE	$207,629
Amica Pension Fund	2024	27 50	NONE	$1.1M
The Bank of America Pension Plan	2024	28 50 51 71	NONE	$1.1M

+216 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Sep 30, 2025Holding startedNeenah Consolidated Pension Plan
Neenah Consolidated Pension Plan first reports an interest in Fiam Short Duration Pool (Fidelity Institutional Asset Mgmt): $1M at 2025-09-30
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Sep 30, 2025Holding startedNeenah Consolidated Pension Plan
Neenah Consolidated Pension Plan first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $10M at 2025-09-30
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Sep 30, 2025Holding startedNeenah Consolidated Pension Plan
Neenah Consolidated Pension Plan first reports an interest in Fiam Intermediate Credit Commingled (Fidelity Institutional Asset Mgmt): $16M at 2025-09-30
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Sep 30, 2025Holding startedNeenah Consolidated Pension Plan
Neenah Consolidated Pension Plan first reports an interest in Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt): $7M at 2025-09-30
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Jun 30, 2025Holding endedinferenceRetirement Plan for Employees of Southern States
Retirement Plan for Employees of Southern States no longer reports Fiam Institutional Cash Comm Pl (Fidelity Institutional Asset Mgmt) (last held $1M at 2024-06-30; absent from the 2025-06-30 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov

+35 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.