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.

Not an allocator

Truist Bank

Not an allocator
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
Other roles
46 allocators
Schedule C rows
125 rows, $5.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Allina Health Pension Plan for Collectively Bargained Employees202521 50PARTY-IN-INTEREST$11,204
I.B.E.W. Local No. 728 Pension Fund202521NONE$8,004
Caleres, Inc. Retirement Plan202419 21 50 62TRUSTEE$287,299
Pension Plan of American Society for Testing and Materials202428 50INVESTMENT MANAGEMENT$216,767
Hauni Richmond, Inc. Pension Plan202425 50TRUSTEE$134,379
Truist Financial Corporation Pension Plan202421 50SUBSIDARY$119,274
Carroll Hospital Center, Inc. Retirement Income Plan202419 21 25 50 62TRUSTEE$113,663
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees202421 50NONE$111,150
Wellmont Health System Defined Benefit Plan202413 21 50NONE$81,348
Jacksonville Plumbers and Pipefitters Pension Plan202419 50NONE$67,597
International Association of Machinists and Aerospace Workers Pension Plan202419 50NONE$51,025
Pension Plan for the Employees of Caromont Health202421NONE$50,445
Mountaineer Gas Company Employees' Defined Benefit Pension Plan202421 50 62NONE$45,991
Pension Plan of Anne Arundel Medical Center202421TRUSTEE$43,785
Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan202421NONE$39,076
Pension Plan of Wayne Memorial Hospital, Inc.202421 50 52NONE$36,078
The Vindicator Printing Company Retirement Plan for Non-Union Employees202421NONE$30,339
The Wfmj Television, Inc. Pension Plan202421NONE$25,397
The Youngstown Newspaper Guild -Vindicator Printing Co Empls Retirement Plan202421NONE$23,689
Montgomery General Hospital Employees' Pension Plan202421TRUSTEE$23,306
ST. Mary's Home for Disabled Children Retirement Plan202421NONE$22,683
Pension Retirement Plan for the Employees of Robert W. Woodruff Arts Center202421 50 62NONE$20,372
Communications Workers of America Plan for Employees' Pensions202419 50 62NONE$20,363
Meharry Medical College Retirement Income Plan202421 27 28 51 52TRUSTEE$19,178
Orthocarolina Cash Balance Pension Plan202428 51 52 59 62RECORDKEEPER$19,151
Alice Manufacturing Company, Inc. Pension Plan202421 50NONE$16,652
Durham Pension Plan202421TRUSTEE$15,000
Pender Ems and Fire, Inc. Retirement Pension Plan202421NONE$14,734
Aluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension Plan202419NONE$14,250
Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant202421TRUSTEE$13,821
Scotland Health Care System Employees' Pension Plan202424NONE$13,677
IGM Resins Charlotte, Inc. Retirement Plan202421 50NONE$11,951
Snyder Paper Corporation Retirement Plan202421 50NONE$11,250
Employee Benefits Plan of Family Services, Inc.202421 27NONE$10,087
Allina Health Pension Plan for Collectively Bargained Employees202421 50PARTY-IN-INTEREST$9,500
Arc3 Gases Pension Plan202424NONE$8,819
Granges Americas Inc. Pension Plan for Hourly Employees of the Newport Rolling Mill202421TRUSTEE$8,388
I.B.E.W. Local No. 728 Pension Fund202421NONE$8,269
Plumbers & Pipefitters Local 123 Pension Fund202421NONE$5,525
International Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund202415 18NONE$5,084
Retirement System of Burlington Industries LLC and Affiliated Companies202418 19 25 27 51TRUSTEE$4,556
Hunton Andrews Kurth LLP Cash Balance Pension Plan202418 19 62CUSTODIAN$2,763
Hunton Andrews Kurth LLP Pension Plan202418 19 62CUSTODIAN$1,094
Caleres, Inc. Retirement Plan202321MASTER TRUSTEE$307,479
Pension Plan of American Society for Testing and Materials202328 50NONE$199,098
Hunton Andrews Kurth LLP Cash Balance Pension Plan202318 19 62CUSTODIAN$122,153
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees202321 50NONE$105,154
Pension Plan for the Employees of Caromont Health202321NONE$99,349
Carroll Hospital Center, Inc. Retirement Income Plan202321 50TRUSTEE$92,279
Truist Financial Corporation Pension Plan202321 50SUBSIDARY$91,848
International Association of Machinists and Aerospace Workers Pension Plan202319 50NONE$87,925
Institute of Nuclear Power Operations Pension Plan202328 50NONE$86,250
Wellmont Health System Defined Benefit Plan202313 21 50NONE$81,809
Jacksonville Plumbers and Pipefitters Pension Plan202319 50NONE$65,778
Hauni Richmond, Inc. Pension Plan202325 50TRUSTEE$64,701
Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan202321NONE$49,784
Pension Plan of Wayne Memorial Hospital, Inc.202321 50 52NONE$37,982
Mountaineer Gas Company Employees' Defined Benefit Pension Plan202321 50 62NONE$37,936
Pension Plan of Anne Arundel Medical Center202321TRUSTEE$36,139
Scotland Health Care System Employees' Pension Plan202324NONE$34,911
The Youngstown Newspaper Guild -Vindicator Printing Co Empls Retirement Plan202321NONE$29,510
The Vindicator Printing Company Retirement Plan for Non-Union Employees202321NONE$28,241
Chattem, Inc. Pension Plan202321 50TRUSTEE$27,243
The Wfmj Television, Inc. Pension Plan202321NONE$23,189
Montgomery General Hospital Employees' Pension Plan202321TRUSTEE$22,676
ST. Mary's Home for Disabled Children Retirement Plan202321NONE$21,433
Orthocarolina Cash Balance Pension Plan202328 51 52 59 62RECORDKEEPER$20,940
Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant202321TRUSTEE$20,784
Communications Workers of America Plan for Employees' Pensions202319 50 62NONE$20,290
Pension Retirement Plan for the Employees of Robert W. Woodruff Arts Center202321 50 62NONE$19,671
Meharry Medical College Retirement Income Plan202321 27 28 51 52TRUSTEE$18,503
Snyder Paper Corporation Retirement Plan202321 50NONE$18,319
Alice Manufacturing Company, Inc. Pension Plan202321 50NONE$17,769
Durham Pension Plan202321TRUSTEE$13,484
Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan202321NONE$13,444
Pender Ems and Fire, Inc. Retirement Pension Plan202321COMMON PARENT W/ ACTUARY$13,083
IGM Resins Charlotte, Inc. Retirement Plan202321 50NONE$12,667
Granges Americas Inc. Pension Plan for Hourly Employees of the Newport Rolling Mill202321TRUSTEE$12,561
Hunton Andrews Kurth LLP Pension Plan202318 19 62CUSTODIAN$12,395
Allina Health Pension Plan for Collectively Bargained Employees202321 50PARTY-IN-INTEREST$9,500
Employee Benefits Plan of Family Services, Inc.202321 27NONE$9,273
I.B.E.W. Local No. 728 Pension Fund202321NONE$7,479
Retirement System of Burlington Industries LLC and Affiliated Companies202318 19 25 27 51TRUSTEE$5,416
Caleres, Inc. Retirement Plan202221MASTER TRUSTEE$340,646
Pension Plan of American Society for Testing and Materials202228 50NONE$191,323
Truist Financial Corporation Pension Plan202221 50SUBSIDARY$107,121
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees202221 50NONE$103,242
Pension Plan for the Employees of Caromont Health202221NONE$100,201
Carroll Hospital Center, Inc. Retirement Income Plan202221 50TRUSTEE$98,298
Pension Plan of Wayne Memorial Hospital, Inc.202221 50 52NONE$79,820
Wellmont Health System Defined Benefit Plan202213 21 50NONE$79,235
International Association of Machinists and Aerospace Workers Pension Plan202219NONE$71,996
Jacksonville Plumbers and Pipefitters Pension Plan202219 50NONE$65,793
Nyrstar Clarksville Inc. Salaried Employees Retirement Plan202219 21 24 28NONE$63,293
Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan202221NONE$55,850
Pension Plan of Anne Arundel Medical Center202221TRUSTEE$36,565
Mountaineer Gas Company Employees' Defined Benefit Pension Plan202225 50NONE$36,136
Retirement Plan for Employees of Garrett County Memorial Hospital202221TRUSTEE$33,302
Pyxus International, Inc. Pension Plan202215 17 21 27 28 63$31,897
The Vindicator Printing Company Retirement Plan for Non-Union Employees202221NONE$31,448
The Youngstown Newspaper Guild -Vindicator Printing Co Empls Retirement Plan202221NONE$29,991
The Wfmj Television, Inc. Pension Plan202221NONE$25,302
Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant202221TRUSTEE$22,424
Hunton Andrews Kurth LLP Cash Balance Pension Plan202218 19 62CUSTODIAN$21,864
Pension Retirement Plan for the Employees of Robert W. Woodruff Arts Center202221 50 62NONE$21,646
ST. Mary's Home for Disabled Children Retirement Plan202221NONE$21,130
Machine & Welding Supply Company Employees' Retirement Plan202224NONE$20,905
Communications Workers of America Plan for Employees' Pensions202219 50NONE$20,548
Snyder Paper Corporation Retirement Plan202221 50NONE$20,422
Alice Manufacturing Company, Inc. Pension Plan202221 50NONE$20,213
Pender Ems and Fire, Inc. Retirement Pension Plan202221COMMON PARENT W/ ACTUARY$16,089
Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan202221NONE$15,196
Chattem, Inc. Pension Plan202221TRUSTEE$14,242
Meharry Medical College Retirement Income Plan202221 27 28 51 52TRUSTEE$14,154
Granges Americas Inc. Pension Plan for Hourly Employees of the Newport Rolling Mill202221TRUSTEE$13,714
IGM Resins Charlotte, Inc. Retirement Plan202221 50NONE$13,104
Durham Pension Plan202221TRUSTEE$12,915
Inman Mills Pension Plan202221NONE$11,564
Employee Benefits Plan of Family Services, Inc.202221NONE$10,083
Pension Plan of Homasote Company202221NONE$9,639
Allina Health Pension Plan for Collectively Bargained Employees202221 50PARTY-IN-INTEREST$9,500
Hunton Andrews Kurth LLP Pension Plan202218 19 62CUSTODIAN$9,343
I.B.E.W. Local No. 728 Pension Fund202221NONE$7,399
Aluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension Plan202219NONE$6,000
Retirement System of Burlington Industries LLC and Affiliated Companies202218 19 25 27 51TRUSTEE$5,585
What changed