DFX Intelligence

2 more advisory clients, 136 more Schedule C rows and 31 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Alliance Bernstein, L.P.

Not an allocator

2 more advisory clients, 136 more Schedule C rows and 31 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

5 allocators

Swartz Campbell LLC Retirement Plan Investment adviser (plan)through Dec 13, 2023 Form 5500
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan Investment adviser (plan)through Apr 1, 2023 Form 5500
Pension Plan for the Employees of Ennis, Inc. Investment adviser (plan)through Feb 28, 2023 Form 5500

+2 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

2 allocators

139 rows, $39.6M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Liuna Staff and Affiliates Pension Fund	2025	28 51	NONE	$241,020
Liuna National (industrial) Pension Fund	2025	28 51	NONE	$238,308
Central Iowa Carpenters Pension Plan	2025	28 51		$6,652

+136 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Dec 31, 2025Holding endedinferenceCentral Iowa Carpenters Pension Plan
Central Iowa Carpenters Pension Plan no longer reports Alliance Bernstein Fund (Alliance Bernstein, L.P.) (last held $17M at 2024-12-31; absent from the 2025-12-31 filing)
with Alliance Bernstein, L.P.askebsa.dol.gov
Dec 31, 2025Manager relationship startedCentral Iowa Carpenters Pension Plan
Alliance Bernstein L.P. appears on Central Iowa Carpenters Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
with Alliance Bernstein, L.P.askebsa.dol.gov
Dec 31, 2024Holding endedinferenceMonument Health, Inc. Pension Plan
Monument Health, Inc. Pension Plan no longer reports AB Global Core Equity Trust (Alliance Bernstein, L.P.) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
with Alliance Bernstein, L.P.askebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceRetirement Plan for Employees of the Uniontown Hospital
Alliance Bernstein, LP no longer appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment manager (plan year 2024 vs 2023)
with Alliance Bernstein, L.P.askebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceCarpenters Pension Fund of Illinois
Alliance Bernstein, L.P. no longer appears on Carpenters Pension Fund of Illinois's Schedule C as investment manager (plan year 2024 vs 2023)
with Alliance Bernstein, L.P.askebsa.dol.gov

+31 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.