DFX Intelligence
1974 Pension Trust Employees
Not an allocator
Not an allocator
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
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
- United Mine Workers of America 1974 Pension Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
Schedule C rows
3 rows, $28.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| United Mine Workers of America 1974 Pension Plan | 2024 | 27 29 30 36 49 50 | UMWA FUND EMPLOYEES | $10.6M |
| United Mine Workers of America 1974 Pension Plan | 2023 | 27 29 30 36 49 50 | UMWA FUND EMPLOYEES | $9.0M |
| United Mine Workers of America 1974 Pension Plan | 2022 | 27 29 30 36 49 50 | UMWA FUND EMPLOYEES | $8.7M |
What changed
No dated events.