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

State Street Research & Management

unclassifiedMA
Advisory clients on the tape
3
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
3 allocators
Other roles
7 allocators
Schedule C rows
101 rows, $4.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
United Mine Workers of America 1974 Pension Plan202428 51 52NONE$368,891
Molson Coors Pension Plan202428INVESTMENT MANAGEMENT$64,906
UBS Financial Services Inc. Pension Plan202418 19 28 50 51NONE$50,709
BD Retirement Plan202428 51INVESTMENT MANAGEMENT$50,187
YUM Brands Retirement Plan202421 24 28 34 50 51NONE$45,342
Contributory Defined Benefit Retirement Plan at Rensselaer Polytechnic Institute202428INVESTMENT$30,818
Flowserve Corporation Pension Plan202428INVESTMENT MANAGEMENT$27,711
CRH Americas Pension Plan202428 51NONE$26,175
Newell Brands Consolidated Pension Plan202428 50INV-MGMT$25,687
The Cultural Institutions Pension Plan202428NONE$23,946
Employees' Cash Balance Plan of Atlantic Health System, Inc.202428 50NONE$23,619
Pension Plan of the Chubb Corporation202428 50 51 68NONE$23,153
MTD Products Inc Pension Plan202428NONE$19,262
The Retirement Plan of Central Georgia Health Systems, Inc.202450 51NONE$19,117
The Retirement Plan of Rady Childrens Hospital and Health Center202428 50INVESTMENT MANAGEMENT$18,073
Samford University Pension Plan202418 19 28 50 51INVESTMENT MGR$17,603
Lehigh Valley Health Network, Inc. Retirement Plan202428 50NONE$17,097
Boston Medical Center Pension Plan202428NONE$16,153
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates202428 51INVESTMENT MANAGEMENT$15,145
Hope Gas Pension Plan202428 50 51NONE$14,685
Elliot Health System Pension Plan202421NONE$13,636
Cedars-Sinai Defined Benefit Retirement Plan202451NONE$13,587
American Cancer Society, Inc. Retirement Annuity Plan202428 51NONE$11,992
Legacy Allergan, Inc. Pension Plan202428 50 51NONE$11,102
Kaman Corporation Employees' Pension Plan202428NONE$10,791
Metallus Inc. Bargaining Unit Pension Plan202428 50$10,464
Dynegy Pension Plan202428NONE$10,155
Vistra Retirement Plan202428 51NONE$8,749
The Teknor Apex Company Retirement Plan202418 51NONE$8,223
XPO Pension Plan202428$7,950
The Associated Press Consolidated Retirement Plan202428 50NONE$7,508
AON Retirement Pension Plan202428 50NONE$6,833
NCR Pension Plan202428 51NONE$6,056
SG Pension Plan202427NONE$865
SAN Antonio Regional Hospital Retirement Plan202428PORTFOLIO MGMT$729
United Mine Workers of America 1974 Pension Plan202328 50NONE$219,909
Dynegy Pension Plan202328NONE$54,075
Molson Coors Pension Plan202328INVESTMENT MANAGEMENT$53,376
BD Retirement Plan202328 51INVESTMENT MANAGEMENT$33,509
YUM Brands Retirement Plan202321 24 28 34 50 51NONE$24,569
The Cultural Institutions Pension Plan202328NONE$23,931
Flowserve Corporation Pension Plan202328INVESTMENT MANAGEMENT$22,364
MTD Products Inc Pension Plan202328NONE$20,000
The Retirement Plan of Rady Childrens Hospital and Health Center202328 50INVESTMENT MANAGEMENT$19,900
The Retirement Plan of Central Georgia Health Systems, Inc.202350 51NONE$19,122
Pension Plan of the Chubb Corporation202328 50 51 68NONE$18,788
CRH Americas Pension Plan202328 50 51NONE$18,620
Boston Medical Center Pension Plan202328NONE$16,489
Newell Brands Consolidated Pension Plan202328 50NONE$15,970
SG Pension Plan202327NONE$15,733
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates202328 51NONE$15,683
American Cancer Society, Inc. Retirement Annuity Plan202328 51NONE$14,692
AON Retirement Pension Plan202328 50NONE$13,820
Elliot Health System Pension Plan202321NONE$12,813
XPO Pension Plan202328$12,043
Cottage Health Pension Plan202328 51NONE$10,669
Hope Gas Pension Plan202328 50 51NONE$9,644
Vistra Retirement Plan202328 51NONE$8,741
Employees' Cash Balance Plan of Atlantic Health System, Inc.202328 50NONE$8,155
The Avon Company Personal Retirement Account Plan202351 52INVESTMENT MANAGEMENT$7,006
The Teknor Apex Company Retirement Plan202318 51NONE$7,002
Metallus Inc. Bargaining Unit Pension Plan202328 50$6,365
Akzonobel Retirement Plan202327 50 51NONE$5,712
NCR Pension Plan202328 51NONE$5,567
SAN Antonio Regional Hospital Retirement Plan202328PORTFOLIO MGMT$616
United Mine Workers of America 1974 Pension Plan202228 50NONE$1.6M
Sutter Health Retirement Plan202228 50NONE$112,002
Molson Coors Pension Plan202228INVESTMENT MANAGEMENT$87,361
BD Retirement Plan202228 51INVESTMENT MANAGEMENT$82,806
Samford University Pension Plan202228 50INVESTMENT MGR$72,251
Westrock Company Consolidated Pension Plan202228INVESTMENT MANAGEMENT$71,714
Newell Brands Consolidated Pension Plan202228 50NONE$42,611
YUM Brands Retirement Plan202221 24 28 34 50 51NONE$39,281
Cottage Health Pension Plan202228 51NONE$30,548
SG Pension Plan202227NONE$26,954
The Cultural Institutions Pension Plan202228NONE$25,156
MTD Products Inc Pension Plan202228NONE$25,000
Metallus Inc. Bargaining Unit Pension Plan202228 50$23,896
The Retirement Plan of Rady Childrens Hospital and Health Center202227 50INVESTMENT MANAGEMENT$21,697
Summa Health Retirement Income Plan and Trust202221$20,299
Pension Plan of the Chubb Corporation202228 50 51 68INV-MGMT$18,812
Elliot Health System Pension Plan202221NONE$18,113
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates202228 50NONE$17,088
Boston Medical Center Pension Plan202228NONE$16,477
American Cancer Society, Inc. Retirement Annuity Plan202251NONE$15,530
XPO Pension Plan202228$14,783
AON Retirement Pension Plan202228 50NONE$14,375
Dynegy Pension Plan202228NONE$13,535
Vistra Retirement Plan202228 51NONE$12,817
CRH Americas Pension Plan202228 50 51NONE$11,202
Avnet Pension Plan202228 50 51NONE$10,450
CIT Group, Inc. Retirement Plan202228 52NONE$10,264
The Avon Company Personal Retirement Account Plan202251 52INVESTMENT MANAGEMENT$9,691
Timkensteel Corporation Retirement Plan202228 50$9,361
NCR Pension Plan202228 51NONE$8,271
The Retirement Plan of Central Georgia Health Systems, Inc.202251NONE$6,377
Retirement Program Plan for Employees of United States Enrichment Corporation202228INVESTMENTS MANAGER$5,686
Crawford & Company Retirement Plan202218 19 51INVESTMENT MANAGEMENT$5,624
Akzonobel Retirement Plan202227 50 51NONE$5,027
Pension Plan for Employees of Southern New Hampshire Medical Center202228NONE$5,002
SAN Antonio Regional Hospital Retirement Plan202228PORTFOLIO MGMT$1,797
What changed