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.

unclassified

Definiti

unclassified
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
31 allocators
Schedule C rows
94 rows, $973,794 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
PHH Pension Plan202411 50NONE$105,902
Ethosenergy Pension Plan for Union Employees202411NONE$95,033
SGS North America Inc. Pension Plan202411NONE$79,102
Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program202411NONE$53,210
Retirement Plan for Bargaining Unit Employees of Warren General Hospital202411NONE$39,116
Bliley Technologies, Inc. Pension Plan202411NONE$37,380
Pension Plan for the Employees of Ennis, Inc.202411NONE$20,125
Southwest Asbestos Workers Pension Plan202411NONE$16,705
G.O. Carlson, Inc. Salaried Employees Pension Plan202411NONE$6,238
G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees202411NONE$6,238
Retirement Plan for Employees of Hamlin Bank and Trust Company202411 70ACTUARY
Pension Plan for the Employees of Ennis, Inc.202411enrolled actuary
Bliley Technologies, Inc. Pension Plan202411enrolled actuary
Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program202411enrolled actuary
Grefco Minerals Inc Pension Plan for Non-Salaried202411enrolled actuary
General Refractories Company Pension Plan for Salaried Employees202411enrolled actuary
Retirement Plan for Employees of the Watson Institute202411enrolled actuary
Misa Imports, Inc. Cash Balance Plan202411enrolled actuary
Blue Bell Creameries, Inc. Pension Plan202411enrolled actuary
Copic Companies Defined Benefit Pension Plan and Trust202411enrolled actuary
WRA Architects, Inc. Cash Balance Plan202411enrolled actuary
Retirement Plan for Employees of Channellock, Inc202411enrolled actuary
SAN Diego Blood Bank Restated Pension Plan202411enrolled actuary
Ethosenergy Pension Plan for Union Employees202411enrolled actuary
Producers Rice Mill, Inc. Pension Plan202411enrolled actuary
Retirement Plan for Hourly Employees of Bancroft Bag, Inc.202411enrolled actuary
Southwest Asbestos Workers Pension Plan202411enrolled actuary
Retirement Plan for Employees of Hamlin Bank and Trust Company202411enrolled actuary
Retirement Plan of Sasol (USA) Coporation202411enrolled actuary
G.O. Carlson, Inc. Salaried Employees Pension Plan202411enrolled actuary
G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees202411enrolled actuary
PHH Pension Plan202311 50NONE$70,903
Ethosenergy Pension Plan for Union Employees202311NONE$65,300
Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program202311NONE$44,138
Retirement Plan for Bargaining Unit Employees of Warren General Hospital202311NONE$38,555
Lakeside Country Club Pension Plan202311NONE$35,225
Retirement Plan for Salaried Employees of Warren General Hospital202311NONE$34,317
SGS North America Inc. Pension Plan202311NONE$18,925
Bliley Technologies, Inc. Pension Plan202311NONE$8,747
Pension Plan for the Employees of Ennis, Inc.202311NONE$5,625
Retirement Plan for Employees of Hamlin Bank and Trust Company202311 70ACTUARY
Bliley Technologies, Inc. Pension Plan202311enrolled actuary
G.O. Carlson, Inc. Salaried Employees Pension Plan202311enrolled actuary
Lakeside Country Club Pension Plan202311enrolled actuary
G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees202311enrolled actuary
Retirement Plan for Employees of Hamlin Bank and Trust Company202311enrolled actuary
General Refractories Company Pension Plan for Salaried Employees202311enrolled actuary
Grefco Minerals Inc Pension Plan for Non-Salaried202311enrolled actuary
Retirement Plan for Employees of the Watson Institute202311enrolled actuary
Blue Bell Creameries, Inc. Pension Plan202311enrolled actuary
Pension Plan for the Employees of Ennis, Inc.202311enrolled actuary
Retirement Plan for Salaried Employees of Warren General Hospital202311enrolled actuary
Retirement Plan for Bargaining Unit Employees of Warren General Hospital202311enrolled actuary
Retirement Plan of Sasol (USA) Coporation202311enrolled actuary
Copic Companies Defined Benefit Pension Plan and Trust202311enrolled actuary
Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program202311enrolled actuary
Ethosenergy Pension Plan for Union Employees202311enrolled actuary
Southwest Asbestos Workers Pension Plan202311enrolled actuary
Producers Rice Mill, Inc. Pension Plan202311enrolled actuary
Retirement Plan for Employees of Channellock, Inc202311enrolled actuary
Retirement Plan for Hourly Employees of Bancroft Bag, Inc.202311enrolled actuary
Hopes Windows, Inc. Pension Plan for Shopmens Local 470202311enrolled actuary
Ethosenergy Pension Plan for Union Employees202211NONE$64,245
Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program202211NONE$40,720
Retirement Plan for Employees of the Elk Regional Health Center202211 50NONE$37,364
Pension Plan for the Employees of Ennis, Inc.202211NONE$25,825
Lakeside Country Club Pension Plan202211NONE$11,500
Bliley Technologies, Inc. Pension Plan202211NONE$7,420
Hopes Windows, Inc. Pension Plan for Shopmens Local 470202211NONE$5,936
G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees202211enrolled actuary
Copic Companies Defined Benefit Pension Plan and Trust202211enrolled actuary
City Credit Union Defined Benefit Plan202211enrolled actuary
Blue Bell Creameries, Inc. Pension Plan202211enrolled actuary
Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program202211enrolled actuary
Grefco Minerals Inc Pension Plan for Non-Salaried202211enrolled actuary
General Refractories Company Pension Plan for Salaried Employees202211enrolled actuary
Retirement Plan for Employees of Hamlin Bank and Trust Company202211enrolled actuary
Ethosenergy Pension Plan for Union Employees202211enrolled actuary
Retirement Plan for Employees of the Elk Regional Health Center202211enrolled actuary
Pension Plan for the Employees of Ennis, Inc.202211enrolled actuary
Bliley Technologies, Inc. Pension Plan202211enrolled actuary
D.F. King & Co., Inc. Pension Plan202211enrolled actuary
Retirement Plan of Sasol (USA) Coporation202211enrolled actuary
Retirement Plan for Employees of the Watson Institute202211enrolled actuary
Producers Rice Mill, Inc. Pension Plan202211enrolled actuary
J.C. Blair Memorial Hospital Retirement Plan202211enrolled actuary
Retirement Plan for Employees of Channellock, Inc202211enrolled actuary
Retirement Plan for Employees of George J. Howe Company202211enrolled actuary
Hopes Windows, Inc. Pension Plan for Shopmens Local 470202211enrolled actuary
Retirement Plan for Bargaining Unit Employees of Warren General Hospital202211enrolled actuary
Retirement Plan for Hourly Employees of Bancroft Bag, Inc.202211enrolled actuary
Retirement Plan for Salaried Employees of Warren General Hospital202211enrolled actuary
Lakeside Country Club Pension Plan202211enrolled actuary
G.O. Carlson, Inc. Salaried Employees Pension Plan202211enrolled actuary
What changed
No dated events.