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
Aetna Life Insurance Company
unclassified
Advisory clients on the tape
1
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
1 allocators
- DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap) Pension consultantthrough Dec 31, 2024 Form 5500
Other roles
7 allocators
- Retirement Plan for Employees of Pearl River Valley Electric Power Association Trusteethrough Aug 31, 2025
- Riviana Foods Inc. Pasta Group Retirement Plan Trusteethrough Dec 31, 2024
- Retirement Plan for Employees of Aetna Inc. Custodianthrough Dec 31, 2022
- Retirement Plan for Employees of Auxiliary Services, State University College at Oswego, Inc. Custodianthrough Dec 31, 2022
- Minnesota Twins Pension Plan Trusteethrough Dec 31, 2022
- Caleres, Inc. Retirement Plan Trusteethrough Dec 31, 2022
- Retirement Plan for Employees of Bridgford Foods Corporation Custodianthrough Dec 31, 2022
Schedule C rows
60 rows, $7.9M direct compensation as filed
What changed
- Dec 31, 2024Holding endedinferenceDAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap) no longer reports Separate Account 174 (Aetna Life Insurance Company) (last held $474,226 at 2023-12-31; absent from the 2024-12-31 filing)with Aetna Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedDAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap) first reports an interest in Aetna Separate Account (Aetna Life Insurance Company): $457,314 at 2024-12-31with Aetna Life Insurance Companyaskebsa.dol.gov
- Chicago Tile Institute Pension Fund no longer reports Aetna Life Insurance Company (Aetna Life Insurance Company) (last held $645,796 at 2023-12-31; absent from the 2024-12-31 filing)with Aetna Life Insurance Companyaskebsa.dol.gov
- Chicago Tile Institute Pension Fund no longer reports Alic-Seperate Account 076 (Aetna Life Insurance Company) (last held $378,253 at 2023-12-31; absent from the 2024-12-31 filing)with Aetna Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedRetirement Plan for Employees of Pearl River Valley Electric Power AssociationAetna Life Insurance Company appears on Retirement Plan for Employees of Pearl River Valley Electric Power Association's Schedule C as investment manager (plan year 2024 vs 2023)with Aetna Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceDAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)Aetna Life Insurance Company appears on DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)'s Schedule C as pension consultant (plan year 2024 vs 2023)with Aetna Life Insurance Companyaskebsa.dol.gov
- Aetna Life Insurance Company appears on Pepco Holdings LLC Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Aetna Life Insurance Companyaskebsa.dol.gov
- Aetna Life Insurance Company appears on Riviana Foods Inc. Pasta Group Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Aetna Life Insurance Companyaskebsa.dol.gov
- Retirement Plan for Employees of Whitman, Requardt and Associates no longer reports Alic-Seperate Account 076 (Aetna Life Insurance Company) (last held $30,461 at 2022-12-31; absent from the 2023-12-31 filing)with Aetna Life Insurance Companyaskebsa.dol.gov
- Retirement Plan for Employees of Whitman, Requardt and Associates no longer reports Aetna Life Insurance Company (Aetna Life Insurance Company) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Aetna Life Insurance Companyaskebsa.dol.gov
- Aetna Life Insurance Company Total appears on Office & Professional Employees Iu Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Aetna Life Insurance Companyaskebsa.dol.gov