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.

OCIO

Marquette Associates Inc.

OCIOprobableCRD 21572
Advisory clients on the tape
92
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
224
filed May 15, 2026
ADV institutional RAUM
$40B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$30B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.84; discretionary RAUM $30B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
92 allocators
Other roles
1 allocators
Schedule C rows
282 rows, $31.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Teamsters' Local 301 Pension Plan202527NONE$125,417
Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust202517NONE$65,000
International Brotherhood of Teamsters Union Local 710 Pension Fund202528NONE$42,000
Mechanical Contractors Ua Local 119 Pension Plan202551INVESTMENT CONSULTING$40,000
Local 734 Pension Fund202527 50NONE$35,000
Chicago and Midwest Regional Pension Fund202527NONE$11,999
NEW England Teamsters Pension Fund202427 50NONE$980,000
Boilermaker-Blacksmith National Pension Trust202416 17 50NONE$466,667
Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust202416 27FIDUCIARY$382,200
Carpenters Pension Trust Fund of St. Louis202427NONE$321,157
Chicago & Vicinity Laborers' District Council Pension Plan202427NONE$290,000
Laborers Pension Trust Fund - Detroit and Vicinity202427 50NONE$274,751
Central Laborers' Pension Fund202416 50NONE$245,667
Midwest Operating Engineers Pension Trust Fund202427NONE$225,000
Building Trades United Pension Trust Fund Milwaukee and Vicinity202417 27 50NONE$205,000
Tuckpointer Local 52 Pension Plan202427 51NONE$205,000
S.E.I.U. National Industry Pension Fund202427 50NONE$197,576
Indiana Laborers Pension Fund202427NONE$196,219
Kansas Construction Trades Open End Pension Trust Fund202427 51INVESTMENT CONSULTANT$195,000
International Painters and Allied Trades Industry Pension Plan202428 51NONE$190,740
Seiu Affiliates Officers and Employees Pension Plan202427 50NONE$189,689
Laborers National Pension Fund202427 50NONE$185,000
International Association of Sheet Metal, Air, Rail and Transportation Workers (smart) Local Union No. 36 Pension Fund202427NONE$179,811
Sheet Metal Workers' Local 73 Pension Fund202417 27NONE$165,000
West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan202416 17 50NONE$161,044
Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.202427NONE$160,000
Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund202427 50NONE$160,000
Plumbers' Pension Fund, Local 130, U.A.202427NONE$150,000
Graphic Communications National Pension Fund202416 17NONE$150,000
Beebe Medical Center Pension Plan202416 17 50NONE$139,073
Sullivan & Cromwell LLP Employees' Pension Plan202427NONE$138,100
Construction Laborers Pension Trust of Greater St.202416 27 50NONE$133,792
Wisconsin Laborers' Pension Fund202427NONE$131,746
Teamsters' Local 301 Pension Plan202427NONE$125,000
Modine Manufacturing Company Frozen Pension Plan202427 28NONE$123,000
Construction Industry Laborers Pension Fund202427 50INVESTMENT ADVISOR$112,000
I.B.E.W. Local 1579 Pension Plan202416 27NONE$111,964
Pension Plan for Local Union 527 of Operative Plasterers and Cement Masons202427NONE$111,240
Iron Workers St. Louis District Council Pension Trust202428NONE$110,126
Plumbers & Pipefitters U.A. Local 85 Pension Plan202416 17 50NONE$110,000
Teamsters Retirement Pension Plan202427 50NONE$105,500
Plumbers' & Pipefitters' Local Union 562 Pension Fund202427 50NONE$105,000
Local 697 I.B.E.W. and Electrical Industry Pension Plan202427 50NONE$104,000
International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund202417NONE$102,865
Iron Workers Pension Plan of Western Pennsylvania202427NONE$100,000
SW Oh Regional Council of Carpenters Pension Plan202427 51NONE$95,000
Minnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fund202427 28NONE$93,750
Plumbers & Steamfitters Local # 137 Pension Fund202427 50NONE$92,625
Chicago Symphony Orchestra Pension Plan202427INVESTMENT ADVISORY$92,500
Teamsters Local 11 Pension Fund202416 27 50 51NONE$90,000
Pension Fund United Scenic Artists Local 829202427NONE$90,000
Chicago Painters and Decorators Pension Fund202427NONE$90,000
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan202427 50NONE$86,000
Illinois Education Association Staff Retirement Plan202411 50 64NONE$84,356
Pension Fund of Cement Masons Union Local No. 502202427NONE$84,167
Jennie Edmundson Memorial Hospital Employee Retirement Plan202427 50INVESTMENT ADVISOR$84,000
Cement Masons Local No. 886/404 Pension Plan202416 50INVESTMENT CONSULTANT$80,000
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund202427NONE$80,000
Chicagoland Race Meet Operators and Local 134 I.B.E.W. Joint Pension Trust202427NONE$70,000
Bryce Corporation Pension Plan202416 17NONE$70,000
Outstate Michigan Trowel Trades Pension Fund202427 50NONE$70,000
Chicago Moving Picture Operators Union Local 110 of the Iatse & Mpmo Severance Trust202428NONE$70,000
Group Retirement Income Plan No.16202427 50NONE$68,375
Group Retirement Income Plan No. 8202427 50NONE$68,375
Michigan Laborers' Pension Plan202427 50NONE$65,000
Pension Fund of Local 227202427 50NONE$64,167
Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin202427 51NONE$62,500
Employers & Operating Engineers Local 520 Pension Fund202427INVESTMENT CONSULTANT$62,000
Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust202417NONE$60,417
Employers and Laborers Locals 100 & 397 Pension Fund202427 51NONE$59,063
Bricklayers Union Local No. 6 of Indiana Pension F202427 50NONE$58,500
Sheet Metal Workers Local 98 Pension Fund202427PARTY-IN-INTEREST$54,000
Heat and Frost Insulators Pension Plan202427 50INVESTMENT CONSULTANT$50,000
DO IT Best Corp. Restated Retirement Plan202427INVESTMENT ADVISOR$50,000
National Federation of Independent Business Retirement Plan202416 50NONE$47,000
Chicago Tile Institute Pension Fund202427NONE$46,250
Glaziers Union Local No. 27 Pension & Retirement P202427NONE$44,000
Aptargroup, Inc. Employees' Retirement Plan202427 51NONE$42,500
Pension Plan for Employees of the Service Employee Int'l Union202427 50NONE$42,466
International Brotherhood of Teamsters Union Local 710 Pension Fund202428NONE$42,000
Central Ohio Ufcw Unions and Retail Employers Pension Plan202427 50NONE$40,000
Mechanical Contractors Ua Local 119 Pension Plan202427INVESTMENT MANAGER$40,000
Ufcw Heartland Pension Fund202427 50NONE$35,000
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit202428UNRELATED$35,000
International Brotherhood of Electrical Workers Local No. 1392 Pension Fund202428 50NONE$35,000
Local 734 Pension Fund202427 50NONE$35,000
Sheet Metal Workers Local 218(s) Pension Plan202427NONE$34,810
Glaziers and Glassworkers Local 513 Pension Plan202427 50NONE$34,116
Kansas City Cement Masons Pension Fund202427NONE$33,000
Will County Local 174 Carpenters Pension Fund202417NONE$31,250
Midwestern Teamsters Pension Trust Fund202427NONE$30,000
Laborers Local 231 Pension Plan202427 50NONE$29,063
Sheet Metal Workers Local 218 (c) Pension Plan202427NONE$16,875
Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Plan202427NONE$9,167
Chicago and Midwest Regional Pension Fund202427 28 33NONE$8,000
NEW England Teamsters Pension Fund202327 50NONE$980,000
Boilermaker-Blacksmith National Pension Trust202316 17 50NONE$425,000
Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust202316 27FIDUCIARY$382,200
Chicago & Vicinity Laborers' District Council Pension Plan202316 27NONE$290,000
Laborers Pension Trust Fund - Detroit and Vicinity202327 50NONE$275,249
Kansas Construction Trades Open End Pension Trust Fund202327 51INVESTMENT CONSULTANT$243,780
Central Laborers' Pension Fund202316 50NONE$235,000
Midwest Operating Engineers Pension Trust Fund202327NONE$225,000
Building Trades United Pension Trust Fund Milwaukee and Vicinity202317 27 50NONE$211,667
Tuckpointer Local 52 Pension Plan202327 51NONE$205,000
Carpenters Pension Trust Fund of St. Louis202327NONE$189,556
S.E.I.U. National Industry Pension Fund202327 50NONE$188,656
Indiana Laborers Pension Fund202327NONE$180,000
Seiu Affiliates Officers and Employees Pension Plan202327 50NONE$177,829
Laborers National Pension Fund202327 50NONE$175,000
Sullivan & Cromwell LLP Employees' Pension Plan202327NONE$166,859
Sheet Metal Workers' Local 73 Pension Fund202317 27NONE$165,000
Pension Plan for Local Union 527 of Operative Plasterers and Cement Masons202327NONE$161,080
Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund202327 50NONE$160,000
Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.202327NONE$160,000
International Association of Sheet Metal, Air, Rail and Transportation Workers (smart) Local Union No. 36 Pension Fund202327NONE$159,830
West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan202316 17 50NONE$155,625
Plumbers' Pension Fund, Local 130, U.A.202327NONE$150,000
Plumbers & Pipefitters U.A. Local 85 Pension Plan202316 17 50NONE$148,750
Construction Laborers Pension Trust of Greater St.202316 27 50NONE$135,000
Wisconsin Laborers' Pension Fund202327NONE$128,265
Graphic Communications National Pension Fund202316 17NONE$125,000
Teamsters' Local 301 Pension Plan202327NONE$125,000
International Painters and Allied Trades Industry Pension Plan202328 51NONE$124,667
Modine Manufacturing Company Frozen Pension Plan202327 28NONE$118,500
Beebe Medical Center Pension Plan202316 17 50NONE$114,453
I.B.E.W. Local 1579 Pension Plan202316 27NONE$109,500
DO IT Best Corp. Restated Retirement Plan202327INVESTMENT ADVISOR$107,942
Plumbers' & Pipefitters' Local Union 562 Pension Fund202327 50NONE$105,000
Local 697 I.B.E.W. and Electrical Industry Pension Plan202327 50NONE$104,000
Teamsters Retirement Pension Plan202327 50NONE$102,492
A O Smith Retirement Plan202328UNRELATED$100,500
National Federation of Independent Business Retirement Plan202316 50NONE$97,000
International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund202317NONE$95,383
SW Oh Regional Council of Carpenters Pension Plan202327 51NONE$95,000
Plumbers & Steamfitters Local # 137 Pension Fund202327 50NONE$92,500
Chicago Symphony Orchestra Pension Plan202327INVESTMENT ADVISORY$92,500
Teamsters Local 11 Pension Fund202316 27 50 51NONE$90,000
Pension Fund United Scenic Artists Local 829202327NONE$90,000
Minnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fund202327 28 50 51NONE$90,000
Chicago Painters and Decorators Pension Fund202327NONE$90,000
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan202327 50NONE$86,000
Iron Workers St. Louis District Council Pension Trust202328NONE$85,708
Illinois Education Association Staff Retirement Plan202311 50 64NONE$82,500
Pension Fund of Cement Masons Union Local No. 502202327NONE$80,000
Cement Masons Local No. 886/404 Pension Plan202316INVESTMENT CONSULTANT$80,000
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund202327NONE$76,000
Kansas City Cement Masons Pension Fund202316 27NONE$75,000
Will County Local 174 Carpenters Pension Fund202317 27NONE$75,000
Chicago Moving Picture Operators Union Local 110 of the Iatse & Mpmo Severance Trust202328NONE$70,000
Form ADV readings
  • charity clients 143 May 15, 2026 reported
  • government clients 52 May 15, 2026 reported
  • institutional clients 224 May 15, 2026 reported
  • pension plan clients 29 May 15, 2026 reported
  • raum discretionary $30B May 15, 2026 reported
  • raum institutional $40B May 15, 2026 reported
  • raum total $47B May 15, 2026 reported
  • institutional clients 20 Mar 27, 2020 reported
  • pension plan clients 20 Mar 27, 2020 reported
What changed