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

Callan LLC

OCIOprobableCRD 107687
Advisory clients on the tape
44
Schedule C, ACFR
Public-system clients
13
ACFR and seeds
ADV institutional clients
452
filed Mar 24, 2026
ADV institutional RAUM
$33B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$42B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.78; discretionary RAUM $42B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
44 allocators
Other roles
1 allocators
Schedule C rows
95 rows, $9.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Roofing Industry Pension Fund202527 56NONE$165,016
Retirement Plan for Employees of Puget Sound Energy, Inc.202527 50NONE$120,730
The Bank of America Pension Plan202427 50NONE$519,000
Pension Plan for Employees at Ornl202417NONE$217,800
Regions Financial Corporation Retirement Plan202416 50CONSULTING$206,933
Csaa Insurance Group Cash Balance Retirement Plan202417 50CONSULTANT$196,263
Target Corporation Pension Plan202416 50CONSULTANT$175,000
National Roofing Industry Pension Fund202427 56NONE$156,877
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008202428NONE$152,914
Bunzl USA, LLC Retirement Plan202427 50NONE$139,044
Consolidated Roche Retirement Plan202416CONSULTANT$130,876
Centerpoint Energy Retirement Plan202416 17 50NONE$129,000
Keycorp Consolidated Cash Balance Plan202427$128,000
Regions Financial Corporation Retirement Plan for Associates202416 50CONSULTING$123,912
Indiana Gas Company, Inc. Bargaining Unit Retirement Plan202416 17 50NONE$121,000
Vectren Corporation Combined Non-Bargaining Retirement Plan202416 17 50NONE$121,000
Retirement Plan for Employees of Puget Sound Energy, Inc.202427 50NONE$118,946
Alyeska Pipeline Service Company Pension Plan for Operating Company Employees202416 65N/A$107,897
Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company202416 17 50CONSULTANT$98,000
Agilent Technologies, Inc. Retirement Plan202416 50N/A$96,413
Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan202417RETAINED BY CLIENT$67,692
Thrivent Individual Pension Account Plan202427 50NONE$58,927
Carefirst, Inc. Retirement Plan202428 50 51NONE$51,167
Windstream Pension Plan202431N/A$49,450
The Queen's Health Systems Pension Plan202416 29 50 51INVESTMENT MANAGEMENT$48,402
American Chemical Society Retirement Plan202428 50INV. MGT$35,497
HP Inc. Pension Plan202416 50NONE$32,311
Tenth Amended & Restated Owens-Illinois Salary Retirement Plan202417RETAINED BY CLIENT$32,308
Service Benefit Plan Administrative Services Corp. Retirement Plan202428 50 51NONE$25,583
Cash Balance Retirement Plan of Hallmark Cards, Inc.202427 50NONE$19,805
PNM Resources Inc. Employees' Retirement Plan202416 65N/A$16,223
The Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan202416 50 99NONE$15,759
Agents Retirement Plan of the Lincoln National Life Insurance Company202427NONE$13,893
Crayola LLC Employee's Retirement Plan202427 50CONSULTANT$6,909
The Bank of America Pension Plan202327 50NONE$515,688
Regions Financial Corporation Retirement Plan202316 50CONSULTING$222,118
Keycorp Consolidated Cash Balance Plan202327$192,000
Csaa Insurance Group Cash Balance Retirement Plan202317 50CONSULTANT$191,476
Target Corporation Pension Plan202316 50CONSULTANT$175,000
National Roofing Industry Pension Fund202327 56NONE$169,358
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008202328NONE$150,294
Regions Financial Corporation Retirement Plan for Associates202316 50CONSULTING$148,079
Bunzl USA, LLC Retirement Plan202327 50NONE$135,415
Retirement Plan for Employees of Puget Sound Energy, Inc.202327 50NONE$117,188
Alyeska Pipeline Service Company Pension Plan for Operating Company Employees202316 65N/A$116,857
Centerpoint Energy Retirement Plan202317NONE$100,000
Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company202316 17 50CONSULTANT$95,000
Indiana Gas Company, Inc. Bargaining Unit Retirement Plan202317NONE$94,000
Vectren Corporation Combined Non-Bargaining Retirement Plan202317NONE$94,000
Agilent Technologies, Inc. Retirement Plan202316 50N/A$91,536
Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan202317RETAINED BY CLIENT$91,371
The Queen's Health Systems Pension Plan202316 29 50 51INVESTMENT MANAGEMENT$61,019
Consolidated Roche Retirement Plan202316CONSULTANT$55,488
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries202316 50NONE$51,604
Windstream Pension Plan202331N/A$48,480
Tenth Amended & Restated Owens-Illinois Salary Retirement Plan202317RETAINED BY CLIENT$46,844
American Chemical Society Retirement Plan202328 50INV. MGT$38,704
Thrivent Individual Pension Account Plan202327 50NONE$34,082
Carefirst, Inc. Retirement Plan202328 50 51NONE$29,847
HP Inc. Pension Plan202316 50NONE$25,645
Lumen Combined Pension Plan202316 50CONSULTING$20,000
Cash Balance Retirement Plan of Hallmark Cards, Inc.202327 50NONE$19,356
Service Benefit Plan Administrative Services Corp. Retirement Plan202328 50 51NONE$14,924
PNM Resources Inc. Employees' Retirement Plan202316 65N/A$13,906
Crayola LLC Employee's Retirement Plan202327 50CONSULTANT$6,430
The Bank of America Pension Plan202227 50NONE$607,361
Csaa Insurance Group Cash Balance Retirement Plan202217NONE$186,806
Target Corporation Pension Plan202216 50CONSULTING$175,000
Toyota Motor Sales, U.S.A., Inc. Pension Plan202217 50N/A$162,619
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008202228NONE$147,625
National Roofing Industry Pension Fund202227 56NONE$145,253
Agilent Technologies, Inc. Retirement Plan202216 50N/A$134,528
Bunzl USA, LLC Retirement Plan202227 50NONE$132,024
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries202216 50NONE$123,849
Retirement Plan for Employees of Puget Sound Energy, Inc.202227 50NONE$115,456
Consolidated Roche Retirement Plan202216CONSULTANT$113,920
Alyeska Pipeline Service Company Pension Plan for Operating Company Employees202216 65N/A$101,370
Centerpoint Energy Retirement Plan202217NONE$97,000
Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company202216 50CONSULTANT$92,000
Indiana Gas Company, Inc. Bargaining Unit Retirement Plan202217NONE$91,000
Vectren Corporation Combined Non-Bargaining Retirement Plan202217NONE$91,000
Regions Financial Corporation Retirement Plan202216 50CONSULTING$86,034
The Queen's Health Systems Pension Plan202216 29 50 51INVESTMENT MANAGEMENT$79,590
Windstream Pension Plan202231N/A$63,000
Regions Financial Corporation Retirement Plan for Associates202216 50CONSULTING$57,356
Thrivent Individual Pension Account Plan202227 50NONE$44,159
American Chemical Society Retirement Plan202228 50NONE$41,941
Keycorp Consolidated Cash Balance Plan202227$33,772
Carefirst, Inc. Retirement Plan202228 50 51NONE$25,583
Steptoe LLP Cash Balance Pension Plan202228 50NONE$20,858
Cash Balance Retirement Plan of Hallmark Cards, Inc.202227 50NONE$18,231
Service Benefit Plan Administrative Services Corp. Retirement Plan202228 50 51NONE$12,792
The Southern California Edison Company Retirement Plan202216 50CONSULTANT$12,295
The Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan202216 50 99NONE$10,645
Crayola LLC Employee's Retirement Plan202227 50CONSULTANT$5,936
Form ADV readings
  • charity clients 51 Mar 24, 2026 reported
  • government clients 151 Mar 24, 2026 reported
  • institutional clients 452 Mar 24, 2026 reported
  • pension plan clients 250 Mar 24, 2026 reported
  • raum discretionary $42B Mar 24, 2026 reported
  • raum institutional $33B Mar 24, 2026 reported
  • raum total $42B Mar 24, 2026 reported
What changed