DFX Intelligence

This firm's name, 4 more advisory clients, 351 more other clients, 397 more Schedule C rows and 14 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.

Investment consultant

unclassified

This firm's name, 4 more advisory clients, 351 more other clients, 397 more Schedule C rows and 14 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.

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

7 allocators

California School Employees Association Retirement Plan Pension consultantthrough May 31, 2025 Form 5500
Pension Plan of Independence Blue Cross Investment adviser (plan)through Dec 31, 2024 Form 5500
Continental Cement Company, LLC Pension Plan B for Union Employees Investment adviser (plan)Trusteethrough Aug 31, 2024 Form 5500

+4 more advisory clients

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

354 allocators

+351 more clients

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

400 rows, $29.7M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Andersen Corporation Employees' Pension and Retirement Plan	2025	19 21 50	NONE	$247,878
Federated Mutual Retirement Plan	2025	15 21 33	NONE	$91,527
Local 734 Pension Fund	2025	19 21 50	NONE	$66,721

+397 more Schedule C rows

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

Dec 31, 2025Manager relationship startedFinancial Accounting Foundation Employees' Pension Plan
U.S.BANK National Association appears on Financial Accounting Foundation Employees' Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceAlaska Teamster-Employer Pension Trust
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceAmerican Board of Pediatrics, Inc. Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceCalifornia School Employees Association Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedCommunity Hospitals of Central California Pension Plan
with this firmaskebsa.dol.gov

+14 more dated events

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