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.

Institutional manager

Wilshire

Institutional managerprobableDC plan focusSanta Monica, CACRD 6210linkedin.com
Advisory clients on the tape
33
Schedule C, ACFR
Public-system clients
2
ACFR and seeds
ADV institutional clients
94,479
filed Sep 2, 2026
ADV institutional RAUM
$11B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$148B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.07; discretionary RAUM $148B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
33 allocators
Schedule C rows
88 rows, $13.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Agere Systems Pension Plan202427 51NONE$1.1M
Consolidated Retirement Plan of Dole Food Company, Inc.202416 28 51N/A$260,000
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II202417 50 70NONE$226,821
Hancock Whitney Corporation Pension Plan202427NONE$213,757
STP Nuclear Operating Company Retirement Plan202427NONE$206,700
Retirement Plan for Employees of Devon Energy Corporation202427 51NONE$203,974
Employees' Retirement Plan of the National Education Association202416NONE$195,000
Owens Corning Merged Retirement Plan202417 50NONE$173,333
Retirement&security Program for Employees of Ntca and Its Members202427 50NONE$142,819
American Federation of Musicians and Employers' Pension Fund and Subsidiary202428 51 52NONE$127,743
Teledyne Technologies Incorporated Pension Plan202416 27 50NONE$125,000
MTD Products Inc Pension Plan202417NONE$102,667
Knife River Corporation Salaried Employees' Pension Plan202427 28 50 72N/A$39,601
The Bank of America Pension Plan202417 50NONE$37,125
Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees202428 50NONE$13,268
NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees202428 50NONE$9,978
Defiance Precision Products, Inc. Pension Plan for Local 638 Uaw Employees202428RETAINED BY EMPLOYER$9,484
Salaried Employees Pension Plan of Toledo Technologies, Inc.202427RETAINED BY CLIENT$5,881
Wilson, Elser, Moskowitz, Edelman & Dicker, LLP Defined Benefit Plan for Non-Legal Staff202427 72INVESTMENT ADVISORY
NEW York Central Mutual Fire Insurance Company Retirement Income Plan202427 72INVESTMENT ADVISORY
KSB Giw, Inc. Pension Plan202427 72INVESTMENT ADVISORY
American Nickeloid Company Peru Employees' Pension Plan202427 72INVESTMENT ADVISORY
Affinia Healthcare Pension Plan202427 72NONE
Maul Technology Pension Plan202427 72INVESTMENT ADVISORY
Texas Farm Products Holding Company Defined Benefit Retirement Plan202427 72INVESTMENT ADVISORY
Retirement Plan for the Employees of Littlestown Foundry, Inc.202427 72INVESTMENT ADVISORY
Campus USA Credit Union Retirement Plan202427 72INVESTMENT ADVISORY
Eglin Federal Credit Union Retirement Plan202427 72INVESTMENT ADVISORY
Superior Fibers, LLC Defined Benefit Plan & Trust202427 72INVESTMENT ADVISOR
Agere Systems Pension Plan202327 51NONE$2.6M
Retirement Plan for Employees of Devon Energy Corporation202327 51NONE$377,830
Consolidated Retirement Plan of Dole Food Company, Inc.202316 28 51N/A$248,937
STP Nuclear Operating Company Retirement Plan202327NONE$200,000
Employees' Retirement Plan of the National Education Association202327NONE$193,500
MTD Products Inc Pension Plan202317NONE$163,708
Owens Corning Merged Retirement Plan202317 50NONE$146,667
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II202317 50 70NONE$128,100
Retirement&security Program for Employees of Ntca and Its Members202327 50NONE$126,000
Teledyne Technologies Incorporated Pension Plan202316 27 50NONE$125,000
Hancock Whitney Corporation Pension Plan202328NONE$103,414
The Bank of America Pension Plan202317 50NONE$40,500
International Association of Machinists and Aerospace Workers Pension Plan202328 51NONE$19,103
Defiance Precision Products, Inc. Pension Plan for Local 638 Uaw Employees202328RETAINED BY EMPLOYER$8,685
Salaried Employees Pension Plan of Toledo Technologies, Inc.202327RETAINED BY CLIENT$6,009
NEW York Central Mutual Fire Insurance Company Retirement Income Plan202327 72INVESTMENT ADVISORY
Superior Fibers, LLC Defined Benefit Plan & Trust202327 72INVESTMENT ADVISOR
American Nickeloid Company Retirement Plan for Salaried and Administrative Employees202327 72INVESTMENT ADVISORY
Eglin Federal Credit Union Retirement Plan202327 72INVESTMENT ADVISORY
KSB Giw, Inc. Pension Plan202327 72INVESTMENT ADVISORY
Affinia Healthcare Pension Plan202327 72NONE
American Nickeloid Company Peru Employees' Pension Plan202327 72INVESTMENT ADVISORY
Retirement Plan of Hershey Creamery Company and Its Subsidiaries and Affiliates202327 72INVESTMENT ADVISORY
Wilson, Elser, Moskowitz, Edelman & Dicker, LLP Defined Benefit Plan for Non-Legal Staff202327 72INVESTMENT ADVISORY
Campus USA Credit Union Retirement Plan202327 72INVESTMENT ADVISORY
Retirement Plan for the Employees of Littlestown Foundry, Inc.202327 72INVESTMENT ADVISORY
Maul Technology Pension Plan202327 72INVESTMENT ADVISORY
Texas Farm Products Holding Company Defined Benefit Retirement Plan202327 72INVESTMENT ADVISORY
Jefferson Rehabilitation Center, Inc. Retirement Income Plan202327 72INVESTMENT ADVISORY
Agere Systems Pension Plan202227 51NONE$3.8M
Consolidated Retirement Plan of Dole Food Company, Inc.202216 28 51N/A$428,146
Retirement Plan for Employees of Devon Energy Corporation202227 51NONE$406,421
Employees' Retirement Plan of the National Education Association202227NONE$204,500
STP Nuclear Operating Company Retirement Plan202227NONE$184,496
Owens Corning Merged Retirement Plan202217 50NONE$160,000
Retirement&security Program for Employees of Ntca and Its Members202227 50NONE$126,000
Teledyne Technologies Incorporated Pension Plan202216 27 50NONE$125,000
MTD Products Inc Pension Plan202217NONE$95,046
International Association of Machinists and Aerospace Workers Pension Plan202228 51NONE$93,092
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II202217 50 70NONE$42,700
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan202217 50 70NONE$39,325
The Bank of America Pension Plan202217 50NONE$36,000
Defiance Precision Products, Inc. Pension Plan for Local 638 Uaw Employees202228RETAINED BY EMPLOYER$7,030
Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees202228 50 51NONE$6,697
Salaried Employees Pension Plan of Toledo Technologies, Inc.202227RETAINED BY CLIENT$5,085
Eglin Federal Credit Union Retirement Plan202227 72INVESTMENT ADVISORY
Maul Technology Pension Plan202227 72INVESTMENT ADVISORY
American Nickeloid Company Peru Employees' Pension Plan202227 72INVESTMENT ADVISORY
Jefferson Rehabilitation Center, Inc. Retirement Income Plan202227 72INVESTMENT ADVISORY
KSB Giw, Inc. Pension Plan202227 72INVESTMENT ADVISORY
Wilson, Elser, Moskowitz, Edelman & Dicker, LLP Defined Benefit Plan for Non-Legal Staff202227 72INVESTMENT ADVISORY
Campus USA Credit Union Retirement Plan202227 72INVESTMENT ADVISORY
Duncan Employees Security Plan202227 72INVESTMENT ADVISORY
Tekni-Plex, Inc. Pension Plan202227 72INVESTMENT ADVISORY
Retirement Plan for the Employees of Littlestown Foundry, Inc.202227 72INVESTMENT ADVISORY
Texas Farm Products Holding Company Defined Benefit Retirement Plan202227 72INVESTMENT ADVISORY
Retirement Plan of Hershey Creamery Company and Its Subsidiaries and Affiliates202227 72INVESTMENT ADVISORY
NEW York Central Mutual Fire Insurance Company Retirement Income Plan202227 72INVESTMENT ADVISORY
American Nickeloid Company Retirement Plan for Salaried and Administrative Employees202227 72INVESTMENT ADVISORY
Form ADV readings
  • charity clients 19 Sep 2, 2026 reported
  • government clients 29 Sep 2, 2026 reported
  • institutional clients 94,479 Sep 2, 2026 reported
  • pension plan clients 94,431 Sep 2, 2026 reported
  • raum discretionary $148B Sep 2, 2026 reported
  • raum institutional $11B Sep 2, 2026 reported
  • raum total $149B Sep 2, 2026 reported
What changed