DFX Intelligence

23 more other clients, 154 more Schedule C rows and 26 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.

Chevy Chase Trust

unclassified· MD

unclassified

23 more other clients, 154 more Schedule C rows and 26 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

1 allocator

Ibew Local 269 Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500

26 allocators

+23 more 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.

157 rows, $11.5M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Midwest Pension Plan	2025	21 28 51	NONE	$148,254
Local 91 Pension Fund	2025	28	NONE	$50,024
Teamsters Local 639 - Employers Pension Trust Fund	2024	28 51	NONE	$477,605

+154 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, 2024Manager relationship startedIbew Local No. 100 Pension Plan
Chevy Chase Trust Company appears on Ibew Local No. 100 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Chevy Chase Trustaskebsa.dol.gov
Dec 31, 2024Manager relationship startedEmployer Local No. 375 Pension Plan
Chevy Chase Trust Company appears on Employer Local No. 375 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Chevy Chase Trustaskebsa.dol.gov
Dec 31, 2024Manager relationship startedPainters and Allied Trades District Council No. 35 Pension Fund
Chevy Chase Trust appears on Painters and Allied Trades District Council No. 35 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Chevy Chase Trustaskebsa.dol.gov
Dec 31, 2024Manager relationship startedLocals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan
Chevy Chase Trust Investment Adviso appears on Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Chevy Chase Trustaskebsa.dol.gov
Dec 31, 2024Manager relationship startedMinnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fund
Chevy Chase Trust appears on Minnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Chevy Chase Trustaskebsa.dol.gov

+26 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.