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.
Not an allocator
Deloitte
Not an allocator
Advisory clients on the tape
11
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
11 allocators
- Scripps Networks Interactive Pension Plan Pension consultantthrough Dec 31, 2025 Form 5500
- RTX Consolidated Pension Plan General consultantthrough Dec 31, 2023 Form 5500
- Directv Bargained Pension Plan General consultantthrough Dec 31, 2023 Form 5500
- UPS Retirement Plan General consultantthrough Dec 31, 2022 Form 5500
- CFG Pension Plan General consultantthrough Dec 31, 2022 Form 5500
- Raytheon Company Pension Plan for Hourly Employees General consultantthrough Dec 31, 2022 Form 5500
- Raytheon Retirement Plan General consultantthrough Dec 31, 2022 Form 5500
- Raytheon Company Pension Plan for Salaried Employees General consultantthrough Dec 31, 2022 Form 5500
- United Technologies Corporation Pension Plan General consultantthrough Dec 31, 2022 Form 5500
- Ups/ibt Full-Time Employee Pension Plan General consultantthrough Dec 31, 2022 Form 5500
- UPS Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Other roles
5 allocators
- Crown Equipment Corporation Retirement Plan Actuarythrough Mar 31, 2023
- Williams International Pension Plan for Employees Actuarythrough Dec 31, 2022
- Connexus Energy Defined Benefit Pension Plan Actuarythrough Dec 31, 2022
- Mclaren Employees' Pension Plan Actuarythrough Dec 31, 2022
- Aptargroup, Inc. Employees' Retirement Plan Actuarythrough Dec 31, 2022
Schedule C rows
27 rows, $3.7M direct compensation as filed
What changed
- Deloitte and Touche LLP appears on Scripps Networks Interactive Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Deloitteaskebsa.dol.gov
- Deloitte appears on Crown Equipment Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Deloitteaskebsa.dol.gov
- Deloitte appears on CFG Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Deloitteaskebsa.dol.gov
- Deloitte LLP no longer appears on Mclaren Employees' Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Deloitteaskebsa.dol.gov
- Deloitte & Touche, LLP no longer appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Deloitteaskebsa.dol.gov
- Deloitte & Touche, LLP no longer appears on UPS Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Deloitteaskebsa.dol.gov
- Deloitte & Touche LLP appears on Directv Bargained Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Deloitteaskebsa.dol.gov
- Deloitte & Touche LLP no longer appears on CFG Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Deloitteaskebsa.dol.gov