Wilshire
30 more advisory clients, 85 more Schedule C rows and 5 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
- San Francisco City and County Employees Retirement System General consultantthrough Jun 30, 2025 ACFR
- Iowa Public Employees Retirement System (IPERS) General consultantthrough Jun 30, 2025 ACFR
- Knife River Corporation Salaried Employees' Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
+30 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.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Agere Systems Pension Plan | 2024 | 27 51 | NONE | $1.1M |
| Consolidated Retirement Plan of Dole Food Company, Inc. | 2024 | 16 28 51 | N/A | $260,000 |
| Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II | 2024 | 17 50 70 | NONE | $226,821 |
+85 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.
Form ADV readings
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
- Dec 31, 2024Manager relationship startedXcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining EmployeesWilshire Advisors LLC appears on Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Wilshireaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceInternational Association of Machinists and Aerospace Workers Pension PlanWilshire Associates Incorproated no longer appears on International Association of Machinists and Aerospace Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wilshireaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit EesWilshire Advisors LLC appears on NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees's Schedule C as investment manager (plan year 2024 vs 2023)with Wilshireaskebsa.dol.gov
- Wilshire Associates appears on Knife River Corporation Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wilshireaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAmerican Federation of Musicians and Employers' Pension Fund and SubsidiaryWilshire Advisors LLC appears on American Federation of Musicians and Employers' Pension Fund and Subsidiary's Schedule C as investment manager (plan year 2024 vs 2023)with Wilshireaskebsa.dol.gov
+5 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.