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

Principal Custody Solutions

Not an allocator
Advisory clients on the tape
3
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
3 allocators
Other roles
96 allocators
Schedule C rows
237 rows, $20.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pension Plan of Local 464a202527NONE$1.5M
NEW York-New Jersey Amalgamated Pension Plan for Acme Employees202527NONE$224,310
Oshkosh Corporation Hourly Employees' Retirement Plan202521 49 50NONE$66,295
Pierce Manufacturing Inc. Pension Plan202521 49 50NONE$60,621
Employees Retirement Plan of St. Barnabas Hospital and Affiliates202521 50NONE$41,115
Local 464a Finast Full Time Employees Pension Plan202521 27 28 51$30,968
The Allied Irish Bank Pension Plan and Trust202521 50TRUSTEE$5,402
Pension Plan of Local 464a202427NONE$1.5M
Retirement Plan for Hospital Employees202421 50NONE$966,788
Local No. 863 Pension Plan202415 21 27 49 71CUSTODIAN-FINANCIAL INST$326,135
Pension Plan for Employees of Shintech Incorporated and Certain Affiliates202421 50TRUSTEE$254,383
Kloeckner Metals Defined Benefit Plan202421 28TRUSTEE$245,829
NEW York-New Jersey Amalgamated Pension Plan for Acme Employees202427NONE$212,670
Carmax, Inc. Pension Plan202421 25 28 50NONE$196,000
United Stars, Inc. Pension Plan202421 50TRUSTEE$181,973
The Brink's Company Frozen Pension Plan202415 18 50 63NONE$132,640
Dayton Superior Corporation Master Pension Plan202421 50TRUSTEE$125,203
Retirement Income Plan for Employees of Northern Arizona Healthcare202418 19 21 25 50 51 52 62NONE$118,874
Retirement Plan for Employees of the Uniontown Hospital202421 50TRUSTEE$114,846
Southworth-Milton, Inc. Bargaining Unit Pension Plan202421 50TRUSTEE$112,417
Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies202421NONE$109,900
Stoel Rives LLP Cash Balance Plan202412 15 19 21 27 50NONE$106,438
Silgan Closed Pension Plan202421NONE$104,769
The French's Food Company LLC Retirement Plan for Union Employees202421 50CUSTODIAN$104,563
United Teamster Pension Fund a202419 50NONE$82,636
Alliant Energy Cash Balance Pension Plan202421TRUSTEE$82,250
Retirement Plan for Employees of Garrett County Memorial Hospital202421 50TRUSTEE$80,252
Alex Lee, Inc. and Affiliates Pension Plan202419 25 49 50 60NONE$79,709
Seattle Symphony Players Pension Plan202421 28 50 51NONE$75,237
Southern California Lumber Industry Retirement Fund202421NONE$69,659
Temple University Health System, Inc. Consolidated Pension Plan202421NONE$66,414
Mackay Communications, Inc. Employees' Pension Plan and Trust202421 33 49 50TRUSTEE$65,442
Oshkosh Corporation Hourly Employees' Retirement Plan202421 49 50NONE$65,411
Axel Johnson Inc. Retirement Plan202421 25 28 50 51 59 63NONE$65,001
Amended and Restated Blethen Maine Newspapers, Inc. Pension Plan202421 50TRUSTEE$64,880
Nysa-Ila Pension Trust Fund & Plan202421CORPORATE TRUSTEE$63,565
Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund202419 50NONE$61,369
Wisconsin Power & Light Co. Retirement Plan B202421TRUSTEE$60,494
Pierce Manufacturing Inc. Pension Plan202421 49 50NONE$60,102
IPL Retirement Plan for Bargaining Unit Ees202421TRUSTEE$59,758
Faribault Foods, Inc. Pension Plan202421 28 50TRUSTEE$55,431
Lacrosse Footwear, Inc. Pension Plan202421 27NONE$54,601
Ryerson Pension Plan202421 50NONE$52,287
Esco Corporation Pension Plan202421NONE$49,200
The Mauser Consolidated Pension Plan202421 50NONE$40,970
Employees Retirement Plan of St. Barnabas Hospital and Affiliates202421 50NONE$40,832
Floyd Healthcare Management, Inc. Retirement Plan202415 21 27 28 33 49TRUSTEE$39,881
Main Line Health, Inc. Retirement Income Plan202421 50NONE$39,364
Keystone Cement Company Retirement Plan for Hourly Employees202421 50TRUSTEE & CUSTODIAN$38,239
Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan202419 21 50 60 63NONE$37,800
Local 522 Pension Fund202419 50NONE$37,227
Wilkes Regional Medical Center Employees' Pension Plan202421 26 50NONE$36,616
Intermountain Retail Store Employees Pension Plan202419 60 68NONE$36,500
Retirement Pl for Hrly Ees of Giant Cement Company202421 50BANK TRUSTEE$35,427
The Seattle Times Pension Plan202421 50TRUSTEE$34,680
Employees' Retirement Plan of Ellis Hospital202419 21 50NONE$33,681
Mitsubishi Motors Na, Inc - Mfg Div Pension Plan for Staff202421 62NONE$33,671
Pension Plan of the Employers-Shopmen's Local 516 Pension Trust202419 65NONE$32,373
Touro Infirmary Retirement Plan202421NONE$30,873
Local 522 Pension Fund Roofers Division202419 50NONE$30,698
Wwec Local 863 Pension Plan202415 21 27 49 71CUSTODIAN$29,776
Mitsubishi Motors Na, Inc. - Manufacturing Div Pension Plan for Associates202421 62NONE$29,144
Mitsubishi Motors North America, Inc. Retirement Plan202421 62NONE$26,030
Silgan Non-Union Pension Plan202421NONE$25,957
Plumbers Local Union No. 690 Pension Fund202419NONE$25,372
Employees' Retirement Plan of Houston Fuel Oil Terminal Company202421 65NONE$24,793
Ipsen Inc. Employee Pension Plan202421 31NONE$23,355
DLA Piper LLP (US) Cash Balance Plan for Partners202425NONE$22,977
Local 464a Finast Full Time Employees Pension Plan202421 27 28 51$22,537
Namasco Retirement Plan for the Dubuque Warehouse Employees of the Steel Warehousing Division202421 28TRUSTEE$21,177
CF Industries Holdings, Inc. Pension Plan202421 50NONE$21,012
Huntington Memorial Hospital Retirement Plan202421 28 49 51NONE$20,703
Bluelinx Corporation Hourly Retirement Plan202421 50 51BANK/CUSTODIAN$20,480
Phibro Animal Health Corporation Pension Plan202421 50TRUSTEE$19,422
Retirement Income Plan for Employees of Interface Performance Materials, Inc.202419 21 25 50 62 63NONE$19,020
Bricklayers & Allied Craftworkers Local No. 5 Pension Plan202419NONE$18,331
Arizona Bricklayers Pension Trust Fund202419NONE$17,709
Mary Washington Healthcare Defined Benefit Retirement Plan202412 14 28 38 50 59 61 62 63 64RECORDKEEPER$14,652
Sanford Health Employees' Pension Plan202419 21 25 50NONE$14,063
Plumbers Lu 690 Metal Trades Pension Plan202419NONE$13,982
YP Holdings LLC Pension Plan202421 50NONE$12,802
American Optical Corporation Retirement Plan202425 50NONE$12,506
Potlatchdeltic Retirement Plan202421NONE$9,774
Silgan Can Company Pension Plan for Hourly Employees202421NONE$8,191
Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund202419 50 51SERVICE PROVIDER$7,702
OCE Employees' Cash Accumulation Plan202428 50 51NONE$6,814
LOS Angeles Philharmonic Association Staff Retirement Plan202421 50NONE$6,512
LOS Angeles Philharmonic Assoc and Musician Union, Local 47, American Federation of Musicians Pension Trust202421 50NONE$6,428
Pension Plan of Local 464a202327NONE$1.3M
Local No. 863 Pension Plan202315 21 27 49 71CUSTODIAN-FINANCIAL INST$409,600
Main Line Health, Inc. Retirement Income Plan202321 50NONE$267,304
Kloeckner Metals Defined Benefit Plan202321 28TRUSTEE$249,313
Retirement Plan for Hospital Employees202321NONE$207,735
Carmax, Inc. Pension Plan202321 25 28 50SERVICE PROVIDER$200,000
NEW York-New Jersey Amalgamated Pension Plan for Acme Employees202327NONE$185,601
Retirement Income Plan for Employees of Northern Arizona Healthcare202318 19 21 25 50 51 52 62NONE$130,885
The Brink's Company Frozen Pension Plan202315 18 50 63NONE$129,010
DLA Piper LLP (US) Cash Balance Plan for Partners202325NONE$109,475
Silgan Closed Pension Plan202321NONE$106,554
Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies202321NONE$105,417
Stoel Rives LLP Cash Balance Plan202312 15 19 21 27 50NONE$97,583
Community Hospitals of Central California Pension Plan202319 21 25 50 52 72TRUSTEE$87,304
The Seattle Times Pension Plan202321 50TRUSTEE$86,373
Alex Lee, Inc. and Affiliates Pension Plan202319 25 49 50 60NONE$75,484
Temple University Health System, Inc. Consolidated Pension Plan202321NONE$73,760
Sanford Health Employees' Pension Plan202319 21 25 50NONE$73,321
United Teamster Pension Fund a202319 50NONE$72,621
Southern California Lumber Industry Retirement Fund202321NONE$72,371
Oshkosh Corporation Hourly Employees' Retirement Plan202321 49 50NONE$69,656
Seattle Symphony Players Pension Plan202321 28 50 51NONE$68,080
Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund202319 50NONE$67,763
Pierce Manufacturing Inc. Pension Plan202321 49 50NONE$64,801
Faribault Foods, Inc. Pension Plan202321 28 50NONE$64,421
Axel Johnson Inc. Retirement Plan202321 25 28 50 51 59 63NONE$63,087
Nysa-Ila Pension Trust Fund & Plan202321CORPORATE TRUSTEE$57,200
Wisconsin Power & Light Co. Retirement Plan B202321TRUSTEE$56,664
Alliant Energy Cash Balance Pension Plan202321TRUSTEE$56,468
Mackay Communications, Inc. Employees' Pension Plan and Trust202321 33 49 50NONE$54,582
Lacrosse Footwear, Inc. Pension Plan202321 27NONE$54,279
Bluelinx Corporation Hourly Retirement Plan202321 50 51BANK/CUSTODIAN$51,417
Esco Corporation Pension Plan202321NONE$49,527
The Mauser Consolidated Pension Plan202321 50NONE$41,080
Employees Retirement Plan of St. Barnabas Hospital and Affiliates202321 50NONE$40,272
Plumbers Local Union No. 690 Pension Fund202319NONE$40,254
Floyd Healthcare Management, Inc. Retirement Plan202315 21 27 28 33 49TRUSTEE$39,671
Employees' Retirement Plan of Ellis Hospital202319 21 50NONE$37,927
Intermountain Retail Store Employees Pension Plan202319 60 68NONE$37,779
Keystone Cement Company Retirement Plan for Hourly Employees202321 50NONE$37,133
Wilkes Regional Medical Center Employees' Pension Plan202321 26 50NONE$36,082
Mitsubishi Motors Na, Inc - Mfg Div Pension Plan for Staff202321NONE$35,206
Retirement Pl for Hrly Ees of Giant Cement Company202321 50NONE$34,730
Potlatchdeltic Retirement Plan202321NONE$31,568
Local 522 Pension Fund202319 50NONE$31,406
Employees' Retirement Plan of Houston Fuel Oil Terminal Company202321 65NONE$30,958
Retirement Plan for Officers,business Reps and Office Employees of Local 464a202327NONE$29,391
Southworth-Milton, Inc. Bargaining Unit Pension Plan202321 50TRUSTEE$28,852
Local 522 Pension Fund Roofers Division202319 50NONE$28,311
Amended and Restated Blethen Maine Newspapers, Inc. Pension Plan202321 50TRUSTEE$26,665
Ipsen Inc. Employee Pension Plan202321 31NONE$25,431
Mitsubishi Motors North America, Inc. Retirement Plan202321NONE$25,250
North Memorial Health Care Pension Plan202321 25 50NONE$25,126
Wwec Local 863 Pension Plan202315 21 27 49 71CUSTODIAN$24,930
Mitsubishi Motors Na, Inc. - Manufacturing Div Pension Plan for Associates202321NONE$24,333
Silgan Non-Union Pension Plan202321NONE$24,173
Pension Plan for Employees of Cheshire Medical Center202321 50 51NONE$23,622
Retirement Plan for Employees of Diamond V Mills, LLC.202321NONE$23,132
Employee Retirement Plan of Farm Credit Leasing Services Corporation202319 21 25 50NONE KNOWN$22,863
Andex Industries Inc & Anthony & Co. Retirement Plan202319 21 27TRUSTEE$22,350
Namasco Retirement Plan for the Dubuque Warehouse Employees of the Steel Warehousing Division202321 28TRUSTEE$21,414
Cranston Print Works General Employees' Retirement Plan202321NONE$21,223
What changed