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
Iron Mountain
unclassified
Advisory clients on the tape
2
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
2 allocators
- The Gillette Co. Ret. Plan for Collectively-Bargained Employees Investment adviser (plan)through Jun 30, 2025 Form 5500
- Procter & Gamble Master Retirement Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
Schedule C rows
4 rows, $150,599 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Procter & Gamble Master Retirement Plan | 2024 | 27 50 | NONE | $35,568 |
| The Gillette Co. Ret. Plan for Collectively-Bargained Employees | 2024 | 27 50 | NONE | $11,308 |
| Procter & Gamble Master Retirement Plan | 2023 | 27 50 | NONE | $33,914 |
| Procter & Gamble Master Retirement Plan | 2022 | 27 50 | NONE | $69,809 |
What changed
- Dec 31, 2024Consultant changedinferenceThe Gillette Co. Ret. Plan for Collectively-Bargained EmployeesIron Mountain appears on The Gillette Co. Ret. Plan for Collectively-Bargained Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Iron Mountainaskebsa.dol.gov