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

USI Consulting Group

unclassified
Advisory clients on the tape
32
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
32 allocators
Other roles
314 allocators
Schedule C rows
400 rows, $16.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Central National Gottesman Pension Plan202511 50NONE$289,115
Peterbilt Nashville - Local 1832 Uaw Retirement202511 15NONE$107,249
ST. Luke's Hospital Retirement Plan202517NONE$102,917
The Retirement Plan of Dime Bank202511NONE$49,893
The Steel Improvement Boilermakers & Blacksmiths Pension Plan202527 50INVESTMENT ADVISORY$10,160
Hunter Fan Company Pension Plan202527 50INVESTMENT ADVISORY$7,124
H. J. Baker & Bro., LLC Employees' Retirement Plan202511enrolled actuary
The Steel Improvement Boilermakers & Blacksmiths Pension Plan202511enrolled actuary
Peterbilt Nashville - Local 1832 Uaw Retirement202511enrolled actuary
The Fidelity Bank Pension Plan202511enrolled actuary
The Retirement Plan of Dime Bank202511enrolled actuary
Advanced Ent Cash Balance Plan202511enrolled actuary
Intermountain Rural Electric Association Pension Plan202511enrolled actuary
Core Electric Cooperative Variable Annuity Defined Benefit Plan202511enrolled actuary
Brandenburg Telephone Company Retirement Plan202511enrolled actuary
Central National Gottesman Pension Plan202511enrolled actuary
Kaleida Health Pension Growth Plan202411ACTUARIAL$597,239
Bashas' Employees Defined Benefit Pension Plan and Trust202411 13 17 38 50NONE$521,124
Metallus Inc. Bargaining Unit Pension Plan202417 50$506,341
Willis-Knighton Medical Center Employees Retirement Plan202411 17NONE$492,368
Thrivent Individual Pension Account Plan202416 50NONE$452,948
Wiltel Communications, LLC Pension Plan202411 17NONE$392,033
Hancock Whitney Corporation Pension Plan202411NONE$342,253
ST. Luke's Hospital Retirement Plan202417NONE$320,800
Diocese of Youngstown Retirement Income Plan202411 17 50NONE$282,735
The Teknor Apex Company Retirement Plan202411 50NONE$250,661
Boca Raton Regional Hospital Employees Pension Plan202411 16 50NONE$215,212
Retirement Plan for the Employees of Pyco Industries, Inc.202411NONE$208,847
Avox Systems Union Pension Plan202411NONE$205,984
American Optical Corporation Retirement Plan202411 15 17 38 50 64NONE$202,499
Wolverine Employees' Pension Plan202417NONE$191,808
Pension Plan for Hourly Employees of Timber Products Co and Affiliates202411 17 50NONE$171,509
Tribal Casino Gaming Enterprise Retirement Plan202411NONE$168,889
Henry Modell & Co. , Inc. Employees' Retirement Plan202411 17NONE$165,338
Pension Plan for Employees at Ornl202411NONE$162,306
Northern Light Health Retirement Partnership Plan202417CONSULTANT$162,219
Heritage Village Master Association, Inc. Retirement Income Plan202411NONE$156,706
TBI Airport Management, Inc. Retirement Plan for Certain Hourly Employees202411 17 50NONE$155,329
Gibson Greetings, Inc. Retirement Income Plan202411 50NONE$151,519
Pension Plan for Salaried Employees of Timber Products Company & Affiliates202411 17 50NONE$144,573
Pension Plan for Employees of Hns Management Co Inc Represented by Atu202411 50NONE$143,243
Glencore Merged Aluminum Defined Benefit Plan202411 13 15 17 38 50NONE$141,753
The Cleveland Museum of Art Pension Plan202411 15 17 28 50 51NONE KNOWN$139,680
Timber Products Company Replacement Pension Plan202411 17 50NONE$135,244
United Cerebral Palsy Association of Nassau County, Inc. Defined Benefit Plan & Trust202411 17 27NONE$132,225
Firelands Regional Medical Center Retirement Plan202411 17 50NONE$129,485
The Stride Rite Corporation Retirement Income Plan202417CONSULTANT$122,352
Colt Retirement Defined Benefit Plan202415 17 21 38 50NONE$118,930
Samford University Pension Plan202411 17 50ACTUARY$118,518
Jefferies Employees' Pension Plan202411NONE$116,000
Timkensteel Corporation Retirement Plan202417 50$114,215
Scholle Corporation Employees' Retirement Plan202411 15 17 38 50NONE$113,429
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies202411 17 50NONE$112,516
Harnett Health System, Inc. Employees' Pension Plan202411 17 50NONE$100,485
Peterbilt Nashville - Local 1832 Uaw Retirement202411 15NONE$97,611
Pension Plan for Hourly Employees of Timber Products Michigan Limited Partnership202411 17 50NONE$96,668
Ufcw Local 23 & Giant Eagle Pension Fund202411NONE$96,555
Crestline Pension Plan202411 15 17 50ACTUARY$96,550
Paul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement Plan202411 50NONE$95,265
Vorys, Sater, Seymour and Pease LLP Cash Balance Pension Plan202411 17 50NONE$94,978
Retirement Income Plan of Graham Corporation202411 50NONE$94,521
Ashtabula County Medical Center Retirement Plan202411 17NONE$88,302
Clendenin Brothers Incorporated Retirement Income Plan202411 17NONE$88,164
Shamrock Foods Company Retirement Plan202427 28 50 51NONE$85,585
Wacker Salaried Pension Plan202411 15 17 50ACTUARY$83,188
Employers - Ila N.C. Ports Pension Plan202411 15 17 38 50ACTUARY AND CONSULTANT$82,219
United Producers, Inc. Amended Employees' Pension Plan202411 38 50NONE$79,539
Parker Jewish Institute for Health Care & Rehab Defined Benefit Pension Plan202411 27 50ACTUARY$79,503
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College202411 15 17 38 50 64NONE$77,206
Nyrstar Clarksville Inc. Salaried Employees Retirement Plan202411 15 17NONE$76,525
Thales Pension Plan for Certain U.S. Employees202411 50NONE$75,736
Sumitomo Mitsui Banking Corporation Retirement Plan202411NONE$75,564
Richmond Univ Medical Center Pension Plan for Employees Represented by Nysna202411 34 50NONE$75,409
Insulators Local 23 Pension Plan202411 50NONE$73,100
KEY Safety Systems, Inc. Knoxville Pension Plan202411 15 17NONE$71,982
Northwest Community Hospital Employees Retirement Plan202417 50NONE$68,638
Link-Belt Construction Equipment Company Employees' Retirement Plan202411 50NONE$66,650
Nidec Minster Corporation Consolidated Pension Trust202411 50NONE$66,328
Retirement Plan of Thales Atm, Inc.202411 13 50NONE$65,505
Proterial America, Ltd. Employees' Retirement Plan202411 17NONE$64,463
Okuma America Corporation Pension Plan202411 17 50NONE$63,994
Defined Benefit Plan for United Way of New York City202411NONE$63,050
Vocational Guidance Services Pension Plan202411 50NONE$60,851
HNS Management Co Inc Retirement Plan-Salaried202411 50NONE$60,474
Allied Aviation New York Services Pension Plan202411ACTUARY$59,855
Wacker Hourly Pension Plan202411 15 17 50ACTUARY$58,757
Ports America Pension Plan202411 50ACTUARY$57,281
Epcor Water (USA), Inc. Pension Plan202411NONE$56,950
Noranda Finance Holdings, Inc. US Employees Retirement Plan202411 13 15 17 38 50 70NONE$56,832
Boston Medical Center Pension Plan202411NONE$56,207
Mainegeneral Health Pension Plan202411NONE$55,925
Thales Communications Pension Plan202411 13 50NONE$53,188
Pension Plan for Hourly Ees of Wieland Rolled Products Na Buffalo, Inc.202411 50ACTUARY$52,218
Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan202411NONE$51,760
The Day Publishing Company Trusteed Pension Plan202411NONE$50,926
The Retirement Plan of Dime Bank202411NONE$49,945
Retirement Plan for Employees of the Millers Insurance Group202411 15 17 50 70NONE$49,767
Arc3 Gases Pension Plan202411 15 17NONE$49,590
Chicago Title & Trust Company Pension Plan202417 50 70NONE$49,001
Americhem, Inc. Employees' Pension Plan202411 15 17 50NONE$48,150
Ingevity Corporation Retirement Plan for Bargained Hourly Employees202411 17 50NONE$46,740
Organichem Corporation Retirement Plan202411NONE$44,572
Roofers Local No. 74/ No. 203 Pension Plan202411 50NONE$44,335
Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky Plant202411 50ACTUARY$44,113
Motor Products Corporation Uaw Local 743 Pension Plan202411NONE$43,343
U.A. Plumbers & Steamfitters Local 22 Pension Fund202411 50NONE$43,100
Employee Benefit Plan of Staten Island Mental Health Society, Inc.202417CONSULTING FEES$41,201
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.202411N/A$41,200
The Gradall Company Employees' Retirement Plan202411NONE$40,155
Tile Setters and Finishers of No CA Pension Plan202411 50ACTUARY$39,035
Bricklayers Pension Fund of West Virginia202411NONE$38,650
Iatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension Plan202411ACTUARY$38,318
Schurz Communications, Inc. Retirement Plan202411ACTUARY$38,059
Rndc Hourly Warehousemen & Drivers Pension Plan202411 50ACTUARY$37,688
Northwell Health Pension Plan202411NONE$37,285
DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)202417CONSULTANT$37,274
Ducommun Aerostructures, Inc. Collective Bargaining Ee's Pension Plan202417NONE$37,270
Salaried Employees' Retirement Plan of the Eastern Company202411NONE$37,260
Cypress Lawn Cemetery Association Retirement Plan202411NONE$35,698
Employee Pension Benefit Plan Local 640 Iatse202411 14 50NONE$35,527
Pension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employers202415 17 50NONE$33,607
LOS Angeles Tourism and Convention Board Retirement Income Plan202411 50NONE$33,541
Grinnell Mutual Retirement Plan202411NONE$33,200
The Eastern Company Pension Plan for Hourly-Rated Employees202411NONE$31,933
CTA Acoustics, Inc. Employees Pension Plan202411 17 50NONE$31,780
The Retirement Plan for the Employees of the American Jewish Committee202411NONE$31,750
Alinabal, Inc. Retirement Plan202411ACTUARY$31,620
The Mccallie School Retirement Plan202411 15 17 38 50ACTUARY$31,520
Brooks Memorial Hospital Union Employees' Pension Plan202411 17NONE$31,350
The Isaac Corporation Pension Plan Mmi 98202411 17 50NONE$30,286
The Connecticut Water Company Employees' Retirement Plan202411NONE$29,500
Metal Management Aerospace, Inc. Retirement Plan202411 17 50NONE$29,367
Strippit, Inc. Pension Plan for Hourly Employees202411NONE$29,333
I.B.E.W. Local No. 106 Pension Plan202411NONE$29,150
Ironworkers Local No. 6 Pension Plan202411 50NONE$27,600
National Fire Protection Association Employees' Retirement Plan202411 50NONE$27,500
Duck River Electric Membership Corporation Retirement Plan202411NONE$26,860
Pension Plan for Employees of Broadcast Music Inc202411NONE$26,500
Times Publishing Company Defined Benefit Pension Plan202411 14 15 50 64 70NONE$26,094
George W. Prescott Publishing Pension Plan202411 14 15 50 64 70NONE$25,765
National Federation of Independent Business Retirement Plan202411 15 17 50NONE$24,687
Ironworkers Local No. 6 Retirement Plan202411 50NONE$24,615
The Eastern Company Pension Plan for Hourly-Rated Employees202411NONE$24,596
Newtown Savings Bank Defined Benefit Pension Plan202411NONE$24,225
Richardson Oilseed Products (US) Limited Pension Plan202427NONE$22,500
Virginia Industries Retirement Plan202411NONE$19,985
Morrison Restaurants, Inc. Retirement Plan202411 50NONE$19,597
Retirement Plan for Employees of Carlisle LLC202411NONE$19,542
Retirement Plan of First County Bank202411 50ACTUARY$18,500
Sherwin Alumina Company Pension Plan for Hourly Employees202411 13 15 17 38 50 70NONE$18,017
What changed