DFX Intelligence
The Bank of New York Mellon Trst Co
unclassified
unclassified
11 more other clients and 32 more Schedule C rows
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 on the tape
0
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
14 allocators
- Premera Pension Equity Plan Trusteethrough Dec 31, 2025
- Carpenters Pension Trust Fund for Northern California Custodianthrough Aug 31, 2025
- Houston Firefighters Relief and Retirement Fund Custodianthrough Jun 30, 2025
+11 more 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
35 rows, $8.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Premera Pension Equity Plan | 2025 | 21 51 52 59 62 | TRUSTEE | $70,594 |
| Carpenters Pension Trust Fund for Northern California | 2024 | 19 28 50 51 | NONE | $1.5M |
| The Bank of America Pension Plan | 2024 | 19 50 51 59 62 65 | NONE | $970,791 |
+32 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.
What changed
- BNY Mellon appears on Carpenters Pension Trust Fund for Northern California's Schedule C as investment manager (plan year 2024 vs 2023)with The Bank of New York Mellon Trst Coaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceCarpenters Pension Trust Fund for Northern CaliforniaBank of New York Mellon no longer appears on Carpenters Pension Trust Fund for Northern California's Schedule C as investment manager (plan year 2023 vs 2022)with The Bank of New York Mellon Trst Coaskebsa.dol.gov
- The Bank of New York Mellon no longer appears on Reinhold Industries, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with The Bank of New York Mellon Trst Coaskebsa.dol.gov