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
JP Morgan Chase
unclassifiedNY
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
3 allocators
- Local 805 Pension & Retirement Fund Trusteethrough Mar 31, 2024
- Teleflex Incorporated Retirement Income Plan Actuarythrough Dec 31, 2022
- Pearson Inc. Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
10 rows, $4.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Teleflex Incorporated Retirement Income Plan | 2024 | 11 13 50 | NONE | $1.5M |
| Pearson Inc. Pension Plan | 2024 | 21 50 | NONE | $388,565 |
| Iron Workers Pension Plan | 2024 | 28 51 | NONE | $119,661 |
| Teleflex Incorporated Retirement Income Plan | 2023 | 11 50 | NONE | $1.6M |
| Iron Workers Pension Plan | 2023 | 28 51 | NONE | $138,004 |
| Local 805 Pension & Retirement Fund | 2023 | 21 99 | NONE | $11,733 |
| Teleflex Incorporated Retirement Income Plan | 2022 | 11 50 | NONE | $348,275 |
| Iron Workers Pension Plan | 2022 | 28 51 | NONE | $120,976 |
| Pearson Inc. Pension Plan | 2022 | 21 | NONE | $16,772 |
| Municipal Credit Union Defined Benefit Plan | 2022 | 28 50 | INVESTMENT MANAGER | $16,206 |
What changed
- JP Morgan Chase no longer appears on Municipal Credit Union Defined Benefit Plan's Schedule C as investment manager (plan year 2023 vs 2022)with JP Morgan Chaseaskebsa.dol.gov