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
Pentegra Services, Inc.
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
- Encyclopaedia Britannica Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
22 allocators
- Rand-Whitney Retirement Plan for Members of Bargaining Units Actuarythrough Dec 31, 2025
- Isabella Bank Corporation Employee Retirement Plan Actuarythrough Dec 31, 2025
- The Retirement Plan for Employees of Franklin Savings Bank Actuarythrough Dec 31, 2025
- Employees Pension Plan of Red River Commodities, Inc. TrusteeActuarythrough Dec 31, 2023
- Grant County Bank Defined Benefit Plan Actuarythrough Oct 31, 2023
- Merchants & Marine Bank Pension Plan Actuarythrough Oct 31, 2023
- The Retirement Plan of Ridgewood Savings Bank Actuarythrough Sep 30, 2023
- The Johnstown Tribune Publishing Company Non-Bargaining Pension Plan Actuarythrough Sep 30, 2023
- The Retirement Plan of Pcsb Actuarythrough Sep 30, 2023
- The Retirement Plan of Saco & Biddeford Savings Institution Actuarythrough Sep 30, 2023
- Retirement Plan of Fulton Savings Bank Actuarythrough Sep 30, 2023
- The Retirement Plan of Flagstar Bank, National Association Actuarythrough Sep 30, 2023
- The Johnstown Tribune Publishing Company Bargaining Pension Plan Actuarythrough Sep 30, 2023
- The Retirement Plan of Power Financial Credit Union Actuarythrough Jun 30, 2023
- RET Plan of the Norwich Free Academy Staff in Pentegra Ret Trust Actuarythrough Jun 30, 2023
- Moridge Manufacturing, Inc. Employee's Pension Trust Actuarythrough May 31, 2023
- Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust Actuarythrough Dec 31, 2022
- Lake Sunapee Bank, Fsb Employees' Retirement Plan Actuarythrough Dec 31, 2022
- State Department Federal Credit Union Defined Benefit Pension Plan Actuarythrough Dec 31, 2022
- Hebrew Home for the Aged at Riverdale Retirement Income Plan Actuarythrough Dec 31, 2022
- Riverspring Licensed Home Care Services Agency, Inc. Pension Plan Actuarythrough Dec 31, 2022
- Member One Federal Credit Union Defined Benefit Plan Actuarythrough Dec 31, 2022
Schedule C rows
63 rows, $336,162 direct compensation as filed
What changed
- Pentegra Services Inc. no longer appears on Isabella Bank Corporation Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Pentegra Services, Inc.askebsa.dol.gov