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
Midwest Trust Company
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
4 allocators
- Welbilt Pension Plan Trusteethrough Dec 31, 2024
- Hollister Pension Plan and Trust for Kirksville, Missouri, Bargaining Unit Employees Custodianthrough Dec 31, 2024
- Hourly Employees Retirement Plan of Bradken, Inc. Trusteethrough Dec 31, 2024
- Painters and Allied Trades District Council No. 35 Pension Fund Custodianthrough Jun 30, 2024
Schedule C rows
6 rows, $214,091 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Painters and Allied Trades District Council No. 35 Pension Fund | 2024 | 19 50 | NONE | $63,688 |
| Kansas Construction Trades Open End Pension Trust Fund | 2024 | 28 51 | N/A | $26,618 |
| Hollister Pension Plan and Trust for Kirksville, Missouri, Bargaining Unit Employees | 2024 | 19 21 | INVESTMENT ADVISOR | $16,901 |
| Hourly Employees Retirement Plan of Bradken, Inc. | 2024 | 21 | NONE | $15,798 |
| Welbilt Pension Plan | 2024 | 21 | NONE | $15,083 |
| Painters and Allied Trades District Council No. 35 Pension Fund | 2023 | 19 50 | NONE | $76,003 |
What changed
- Midwest Institutional Trust Company appears on Kansas Construction Trades Open End Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Midwest Trust Companyaskebsa.dol.gov