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.

OCIO

Global Retirement Partners

OCIOprobableDC plan focusCRD 172011
Advisory clients on the tape
18
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
11,184
filed Jun 29, 2026
ADV institutional RAUM
$159B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$55B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.94; discretionary RAUM $55B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
18 allocators
Schedule C rows
43 rows, $1.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Wingspan Care Group Defined Benefit Retirement Plan202427 50NONE$118,530
Oneoncology Cash Balance Pension Plan202428 51N/A$51,535
Nyrstar Clarksville Inc. Salaried Employees Retirement Plan202427 28NONE$34,590
Silicon Valley Mechanical Cash Balance Plan202427NONE$31,859
Westmoreland Retirement Plan202427NONE$18,750
Employees Retirement Plan of Consolidated Shoe Company, Inc.202427NONE$15,444
Black Butte Coal Company Pension Plan202426 27 50INV ADV, PARTICIPANTS$5,796
The Wicor Americas Group Pension Plan202427ADVISOR$2,088
Silver State Schools Credit Union Defined Benefit Plan202427 99INVESTMENT ADVISORY
Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities202427 99INVESTMENT ADVISORY
Sunmark Credit Union Cash Balance Retirement Pension Plan202427 99INVESTMENT ADVISORY
All-State International, Inc. Retirement Plan202427 99INVESTMENT ADVISORY
Philadelphia Corporation for Aging Pension Plan202427 99INVESTMENT ADVISORY
Wingspan Care Group Defined Benefit Retirement Plan202327 50NONE$113,214
Westmoreland Retirement Plan202327NONE$75,000
Nyrstar Clarksville Inc. Salaried Employees Retirement Plan202327 28NONE$65,204
I.B.E.W. Local No. 106 Pension Plan202327NONE$37,080
Oneoncology Cash Balance Pension Plan202328 51N/A$32,613
Silicon Valley Mechanical Cash Balance Plan202327NONE$20,121
Employees Retirement Plan of Consolidated Shoe Company, Inc.202327NONE$19,599
The Wicor Americas Group Pension Plan202327ADVISOR$10,862
Black Butte Coal Company Pension Plan202327 50INVESTMENT ADVISORY$6,199
Pension Plan of Metallurg, Inc.202327 99INVESTMENT ADVISORY
Philadelphia Corporation for Aging Pension Plan202327 99INVESTMENT ADVISORY
Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities202327 99INVESTMENT ADVISORY
The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.202327 99INVESTMENT ADVISORY
Sunmark Credit Union Cash Balance Retirement Pension Plan202327 99INVESTMENT ADVISORY
Silver State Schools Credit Union Defined Benefit Plan202327 99INVESTMENT ADVISORY
Wingspan Care Group Defined Benefit Retirement Plan202227 50NONE$97,302
Nyrstar Clarksville Inc. Salaried Employees Retirement Plan202227 28NONE$77,101
Westmoreland Retirement Plan202227NONE$75,000
I.B.E.W. Local No. 106 Pension Plan202227NONE$36,000
Pharmaceutical Research and Manufacturers of America Retirement Plan202227RETAINED BY EMPLOYER$34,413
Employees Retirement Plan of Consolidated Shoe Company, Inc.202227NONE$21,575
The Wicor Americas Group Pension Plan202227ADVISOR$16,903
Black Butte Coal Company Pension Plan202227 50INVESTMENT ADVISORY$15,032
North Shore Hematology-Oncology Associates, P.C. Employees' Defined Benefit Pension Plan and Trust202227 50N/A$14,894
Philadelphia Corporation for Aging Pension Plan202227 99INVESTMENT ADVISORY
All-State International, Inc. Retirement Plan202227 99INVESTMENT ADVISORY
Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities202227 99INVESTMENT ADVISORY
Biltrite Ripley Operations LLC Pension Plan202227 99INVESTMENT ADVISORY
Pension Plan of Metallurg, Inc.202227 99INVESTMENT ADVISORY
Sunmark Credit Union Cash Balance Retirement Pension Plan202227 99INVESTMENT ADVISORY
Form ADV readings
  • charity clients 64 Jun 29, 2026 reported
  • institutional clients 11,184 Jun 29, 2026 reported
  • pension plan clients 11,120 Jun 29, 2026 reported
  • raum discretionary $55B Jun 29, 2026 reported
  • raum institutional $159B Jun 29, 2026 reported
  • raum total $170B Jun 29, 2026 reported
What changed