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

Mercer

unclassified
Advisory clients on the tape
76
Schedule C, ACFR
Public-system clients
1
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
54 allocators
Other roles
429 allocators
Schedule C rows
400 rows, $114M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Children's Hospital Corporation Pension Plan202511NONE$1.1M
Bangor Hydro Electric Company Pension Plan202511ACTUARY$140,865
Seyfarth Shaw LLP Legacy Pension Plan202511 15NONE$123,536
AIR Canada U.S. Pension Plan202511NONE$100,194
Maine Public Service Company Pension Plan202511ACTUARY$63,473
Weyco Group, Inc. Pension Plan202511NONE$60,800
Maine Public Service Company Pension Plan202511enrolled actuary
Children's Hospital Corporation Pension Plan202511enrolled actuary
AIR Canada U.S. Pension Plan202511enrolled actuary
Magnequench International, Inc. Hourly Pension Plan202511enrolled actuary
Retirement Plan for Employees of the Knight Foundation202511enrolled actuary
Weyco Group, Inc. Pension Plan202511enrolled actuary
Bangor Hydro Electric Company Pension Plan202511enrolled actuary
Federated Mutual Retirement Plan202511enrolled actuary
Avantor Pension Plan202411 15 70NONE$2.8M
Data General Corporation Retirement Plan202411NONE$2.1M
Schneider Electric Pension Plan202416 28 50 65NONE$1.9M
Johnson Matthey Inc. Amended and Restated Salaried Employees Pension Plan202411 13 15 17 38 50 64 70NONE$1.7M
Jpmorgan Chase Retirement Plan202411 17 50NONE$1.6M
Bunge U.S. Pension Plan202411 14 17 50CONSULTANT$1.4M
Koppers Inc. Retirement Plan202411 50NONE$1.4M
Northshore University Healthsystem Pension Plan202411 50NONE$1.4M
RPM International Inc. Retirement Plan202411N/A$1.3M
Pepsico, Inc. Employees Retirement Plan H202411NONE$1.3M
Pension Plan for All Eligible Employees of Elliott Company202411 17 50NONE$1.3M
FCA US LLC Uaw Pension Agreement202411 50NONE$1.3M
Lamb Weston, Inc. Pension Plan for Plant Hourly Employees202411 50ACTUARY$1.3M
Keysight Technologies, Inc. Retirement Plan202416 28 65N/A$1.3M
Kinder Morgan Retirement Plan a202428 50N/A$1.3M
BP Retirement Accumulation Plan202411 50NONE$1.1M
The New York Times Companies Pension Plan202415 17 27 50CONSULTANT/RECORDKEEPER$1.1M
Diebold Nixdorf, Incorporated U.S. Pension Plan202411NONE$1.0M
Pepsico Employees Retirement Plan I202411NONE$1.0M
Silgan Closed Pension Plan202411NONE$1.0M
Mission Support and Test Services LLC (msts) Employee Retirement Plan202411 16NONE$1.0M
Children's Hospital Corporation Pension Plan202411NONE$1.0M
Deaconess Health System, Inc. Retirement Plan202411 51 52NONE$937,309
Lehigh Valley Health Network, Inc. Retirement Plan202411 14 17 50NONE$932,417
Johns Hopkins Health System Corporation Retirement Plan202411ACTUARY$912,319
Ardagh North America Retirement Income Plan202411 17 50NONE KNOWN$872,319
Memorial Sloan Kettering Cancer Center Pension Plan202411 27 50NONE$866,645
Assurant Pension Plan202411 17 38 49ACTUARY$833,378
The Mechanics Bank Retirement Plan & Trust202411 17ACTUARY$824,584
Westrock Company Consolidated Pension Plan202411 50NONE$823,274
Stanford University Staff Retirement Annuity Plan202411ACTUARY$820,185
Capital Health Pension Plan202411 17N/A$818,011
Mativ Holdings, Inc. Pension Plan202451INVESTMENT MANAGEMENT$811,300
Portland General Electric Company Pension Plan202427 50NONE$807,664
LAW Companies Group, Inc. Pension Plan202411 14 16NONE$805,930
Brown Health Defined Benefit Retirement Plan202411 17ACTUARY$766,390
Nissan Employee Retirement Plan202411 14 16NONE$677,880
Fedex Corporation Employees' Pension Plan202411 50NONE$663,762
Highmark Retirement Plan202411 50NONE$648,150
Club Pension Plan202411ACTUARY$640,654
Avient Merged Pension Plan202416 28NONE$606,890
Elmhurst Memorial Hospital Retirement Plan202411 50ACTUARIAL$601,904
Foster Wheeler Inc. Salaried Employees Pension Plan202411 17NONE$595,829
Stanford Health Care Staff Pension Plan202411 50SERVICE PROVIDER$595,000
Retirement Plan for Great Dane LLC202411ACTUARY$592,879
Cedars-Sinai Defined Benefit Retirement Plan202411NONE$587,355
Allegheny Technologies Incorporated Pension Plan202411NONE$579,233
XPO Pension Plan202411 16$570,546
Baxalta Incorporated and Subsidiaries Pension Plan202428 51NONE$544,644
The Chart Pension Plan202411SERVICE PROVIDER$537,376
Retirement Income Plan of Central Hudson Gas & Electric Corp.202411ACTUARY$536,191
The Winterthur Museum Pension Plan202411NONE$535,852
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute202411 17NONE$534,673
Employees' Retirement Plan of Acf Industries, LLC202411NONE$529,815
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees202411 50NONE$519,556
The Rowan Pension Plan202411 17NONE$519,456
First Merchants Corporation Retirement Pension Plan202411ACTUARY$517,478
Non-Contributory Pension Plan for Hourly Employees of Sas Rubber Company202411 17ACTUARY$512,782
Kinder Morgan Retirement Plan B202428 50NONE$508,492
Barnes Group Inc. Consolidated Pension Plan202411NONE$500,325
Herc Rentals Pension Plan202411NONE$494,023
Afscme Employees Pension Plan202411 50NONE$482,687
Capital One Financial Corporation Cash Balance Pension Plan202411NONE$468,128
Sandvik Pension Plan202411NONE$462,737
Retirement Plan for Employees of Emerson Hospital202411 13NONE$453,162
Advance Pension Plan202411 17 50NONE$451,378
Silgan Non-Union Pension Plan202411NONE$445,524
Citgo Petroleum Corporation Salaried Employees' Pension Plan202417 50NONE$445,417
The 2017 Employees' Pension Plan of Battelle Memorial Institute202411 17NONE$443,641
Young & Rubicam LLC Career Cash Balance Continuation Plan202411 14 17 38NONE$442,624
Horace Mann Pension Plan202411 15 17 27 50NONE$434,607
Rochester General Health System Employee Retirement Plan202411 50ACTUARY$434,156
Idaho National Laboratory Employee Retirement Plan202411 13 50NONE$429,057
Huhtamaki Retirement Accrual Plan202411 15NONE$413,831
Seyfarth Shaw LLP Legacy Pension Plan202415 21 25 50 63NONE$407,945
Accenture United States New Pension Plan202411 15 50NONE$402,243
Retirement Plan of Murphy Oil Corporation202411 13 17 50ACTUARY$397,685
Snap-On Incorporated Retirement Plan202411 15 17 50NONE$396,525
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan202411 28 50 65NONE$396,060
Retirement Plan for Employees of Boeing Employees' Credit Union202411 65ACTUARY/RECKEEPER$388,972
Retirement Income Plan for Employees of Ugi Utilities, Inc.202428 50 51 52NONE$381,047
Hydro Extrusion USA, LLC Pension Plan202411 15 17NONE$379,894
Kaleida Health Pension Growth Plan202417CONSULTANT$378,025
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees202411 50NONE$376,212
Twin City Hospitals - Minnesota Nurses Association Pension Plan202427 50NONE$373,649
Nyseg and Rge Pension Plan202428NONE$368,583
Snap-On Incorporated Retirement Plan for Hourly Employees202411 15 17 50NONE$364,715
Pension Plan for Hourly-Paid Employees of Continental Automotive Inc. & Certain Affiliated Companies202411 15 17NONE$356,028
UAW Agreement and Pension Plan202411NONE$355,656
Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan202411 14 17 38NONE$355,331
Retirement Plan for Koppers Inc.202411 50NONE$355,215
Coats North America Pension Plan202428 99INVESTMENT MANAGEMENT$354,248
Tarkett Retirement Plan202411 17 50NONE$352,508
Pension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension Plan202411 16NONE$350,790
Automatic Data Processing Inc Pension Retirement Plan202411 17ACTUARIAL/CONSULTANT$348,909
Altru Health System Cash Balance Plan202411ACTUARY$347,641
Enbridge Employee Services, Inc. Employees' Pension Plan202411 12 14 16 50 70NONE$345,000
Coca-Cola Bottling Company United, Inc. Retirement Plan202411 14NONE$343,926
Interhealth Corp. Retirement Plan202411ACTUARIAL$338,789
Christian School Pension Plan and Trust Fund202411 50NONE KNOWN$338,163
SG Pension Plan202411 15NONE$336,230
Danaher Corporation & Subsidiaries Pension Plan202411NONE$334,352
Alleima Special Metals LLC Retirement Plan202411ACTUARIAL$330,212
Pernod Ricard USA, LLC Employees' Retirement Plan202411 15 17 50 64NONE$329,533
Foster Wheeler Inc. Pension Plan for Certain Employees202411 17NONE$328,983
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.202427 50INVESTMENT ADVISORY$322,621
Nissan Employee Retirement Plan B202411 14 16NONE$317,621
UBS Financial Services Inc. Pension Plan202427 50NONE$317,114
Honda Retirement Plan202411 50NONE$313,799
Consolidated Roche Retirement Plan202411ACTUARY$305,050
Vinson & Elkins LLP Pension Plan202411 17 50NONE$303,197
PVH Consolidated Pension Plan202411ACTUARY$303,175
Baker Hughes Company Pension Plan202411ACTURAL$300,327
Sedgwick Retirement Plan202411ACTUARY$299,267
Hussmann Pension Plan for Certain Active and Inactive Employees202411 50NONE$296,070
Otter Tail Corporation Pension Plan202411 64NONE$294,482
Massachusetts Teachers Association Retirement Plan202411NONE$292,080
Pension Plan for Certain Inactive Participants of American Water Works Company, Inc. and Its Designa2024113RD PARTY$290,253
Snap-On Incorporated Retirement Plan202427 50NONE$290,250
Pension Plan for Salaried Employees of Continental Automotive, Inc. & Certain Affiliated Companies202411 15 17 62RECORDKEEPING$283,804
The Retirement Plan for Employees of the United States Offices of Lloyds Bank Plc202411 15ACTUARY$283,767
The Hospital for Special Surgery Retirement Plan202411NONE$282,621
Retirement Income Plan for the Employees of Dannon202411 17 50ACTUARY$282,549
Employees' Retirement Plan of Bank of Hawaii202411 50NONE$280,754
Henry Crown and Company Pension Plan202411 50ACTUARY$279,759
Aecom Pension Plan202411 50NONE$278,739
Teco Energy Group Retirement Plan202411 50NONE$275,498
The Retirement Plan for Employees of the L.S. Starrett Company202410 28 49NONE$275,450
KAO America Inc. Pension Plan202411NONE$274,660
Suburban Hospital, Inc. Retirement Income Plan202411ACTUARY$274,225
Lexmark Retirement Growth Account Plan202411 17 50NONE$273,012
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees202427 50NONE$268,900
Hussmann Pension Plan for Certain Participants With Frozen Benefits202411 50NONE$267,444
Intelsat Staff Retirement Plan202411 14 15 17 38NONE$267,388
The Manitowoc Company, Inc. Pension Plan202411NONE$267,282
Discover Financial Services Pension Plan202411 16 50NONE$264,598
What changed