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
Parametric
unclassifiedWA
Advisory clients on the tape
4
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
4 allocators
- Glasgow, Inc. Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- First Data Corporation Retirement Plan Investment adviser (plan)through Dec 30, 2023 Form 5500
- Retirement Plan of Carilion Clinic Investment adviser (plan)through Sep 30, 2023 Form 5500
- Land O'Lakes, Inc. Employee Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
12 rows, $1.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Land O'Lakes, Inc. Employee Retirement Plan | 2024 | 26 27 50 | NONE | $302,923 |
| Retirement Plan of Carilion Clinic | 2024 | 27 28 | NONE | $103,862 |
| The Mauser Consolidated Pension Plan | 2024 | 28 50 | NONE | $7,191 |
| Glasgow, Inc. Pension Plan | 2024 | 27 28 50 | NONE | $5,868 |
| Land O'Lakes, Inc. Employee Retirement Plan | 2023 | 26 27 50 | NONE | $291,860 |
| Retirement Plan of Carilion Clinic | 2023 | 27 28 | NONE | $110,646 |
| First Data Corporation Retirement Plan | 2023 | 27 50 | NONE | $50,625 |
| The Mauser Consolidated Pension Plan | 2023 | 28 50 | NONE | $24,056 |
| Land O'Lakes, Inc. Employee Retirement Plan | 2022 | 26 27 50 | NONE | $323,579 |
| Retirement Plan of Carilion Clinic | 2022 | 27 28 | NONE | $114,662 |
| Ibew 332 Pension Plan - Part a | 2022 | 28 51 | NONE | $105,425 |
| First Data Corporation Retirement Plan | 2022 | 27 50 | NONE | $67,500 |
What changed
- Parametric appears on Glasgow, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Parametricaskebsa.dol.gov
- Parametric appears on The Mauser Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Parametricaskebsa.dol.gov
- Parametric no longer appears on Ibew 332 Pension Plan - Part a's Schedule C as investment manager (plan year 2023 vs 2022)with Parametricaskebsa.dol.gov