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

Investment Performance Services

unclassified
Advisory clients on the tape
84
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
84 allocators
Other roles
1 allocators
Schedule C rows
252 rows, $29.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Bricklayers & Trowel Trades International Pension Fund202527 50 52NONE$130,944
Midwest Pension Plan202527NONE$13,772
BAC - Salaried Employees Pension Plan202516 27 51NONE$12,038
Iubac - Local Union Officers & Employees Pension Plan202516 27 51NONE$10,294
Pension Trust Fund for Operating Engineers202427 50NONE$606,603
Eastern Atlantic States Carpenters Pension Fund202427 50NONE$570,500
Eastern Shore Teamsters Pension Fund202427 50INVESTMENT ADVISOR$333,897
Steamship Trade Association of Baltimore, Incorporated - International Longshoremen's Association Pension Plan202416 27 50NONE$320,188
Teamsters Local 639 - Employers Pension Trust Fund202416 27 50NONE$294,000
Felra & Ufcw Pension Plan202427 50NONE$286,008
Southern California Ibew-Neca Pension Plan202427 51NONE$267,356
Operating Engineers Local No. 825 Pension Fund202416 27NONE$260,000
Laborers Local Union No. 158 Pension Plan202416 27 50 58 71 99NONE$256,642
International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware202427 51NONE$255,000
Laborers' District Council Construction Industry Pension Fund202428NONE$230,000
Electrical Workers Local No. 26 Pension Trust Fund202416 27SERVICE PROVIDER$225,000
Plumbers and Steamfitters Local 486 Pension Fund202416 27 51NONE$210,000
Sheet Metal Workers Pension Fund of Local Union No. 19202427 51NONE$210,000
Ufcw-Giant Variable Annuity Fund202427 50NONE$208,352
Ibew Local 595 Pension Plan202416 27NONE$206,705
Ufcw Local 1262 & Employers Pension Fund202427 50NONE$200,000
National Automatic Sprinkler Industry Pension Fund202427NONE$200,000
Central Pennsylvania Teamsters Defined Benefit Plan202427 51NONE$190,000
SAN Diego Electrical Pension Plan202417CONSULTANT$186,772
Waterfront Employers - Ila Pension Plan202427 51NONE$178,415
The Maritime Association - I.L.A. Pension Fund202427NONE$175,226
Insulators and Allied Workers National Pension Fun202427 50NONE$175,000
Ufcw Local One Pension Fund202427 50INVESTMENT CONSULTANT$173,750
A.F.OF L.-A.g.c. Building Trades Pension Plan202427 51INVESTMENT ADVISORY$165,695
Ibew 332 Pension Plan - Part a202427 50NONE$146,625
Laborers Local 57 Industrial Pension Plan202427NONE$145,000
Local 68 Engineers Union Pension Plan202416 27NONE$140,000
Warehouse Employees Union Local No. 730 Pension Trust Fund202427 51NONE$133,750
NEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension Plan202416 27NONE$125,000
Teamsters Local 469 Pension Plan202416 27 51NONE$125,000
Northern California Tile Industry Defined Benefit Pension Plan202427 50NONE$110,625
Laborers District Council Pension and Disability Trust Fund No. 2202417 28 50NONE$110,000
Cement Masons Union Local 592 Pension Plan202427 51NONE$108,033
B.A.C. Local No. 3 Pension Plan202416 27 50NONE$105,000
Bricklayers & Trowel Trades International Pension Fund202427 50NONE$104,744
Southern Ironworkers Pension Fund202427 50INVESTMENT ADVISOR$104,726
Teamsters Local 830 Pension Plan202427 51NONE$100,000
Ufcw and Safeway Variable Annuity Pension Fund202416 27NONE$100,000
Teamsters Local 641 Pension Fund202427 51NONE$100,000
Plumbers Local Union No. 690 Pension Fund202416 27NONE$98,750
Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity202427 50NONE$98,308
International Association of Firefighters Staff Representatives Pension Plan202427 51NONE$97,750
BAC Local No. 1 Washington Pension Trust202416 27 50NONE$97,500
Operating Engineers Local No 37 Pension Fund202427NONE$95,000
Tri-State Carpenters and Joiners Pension Trust Fund202427NONE$92,414
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund202427 50NONE$90,000
Ufcw Unions and Participating Employers Pension Plan202416 50NONE$90,000
Twu-Westchester Private Bus Lines Pension Trust202419 50NONE$85,000
Operative Plasterers & Cement Masons Officers & Employees Pension Fund202428 51NONE$85,000
Milk Drivers and Dairy Employees Local 246 Pension Fund202427 50NONE$82,500
Brick Masons' Pension Trust Fund202416 27NONE$80,000
Upstate New York Bakery Drivers and Industry Pension Fund202427NONE$80,000
Plumbers and Steamfitters Local 60 Pension Fund202416NONE$78,377
Electricians Pension Plan, Ibew 995202416 27NONE$75,073
Maryland Race Track Employees Pension Fund202427 50NONE$75,000
Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension Plan202427NONE$75,000
Journeymen & Apprentices of Local 188 Pension Fund202427 49NONE$69,265
Teamsters Employers Local 945 Pension Fund202416 27 51NONE$69,250
Plasterers' Local 8 Pension Fund202428 51NONE$67,667
Hollow Metal Pension Fund202427 51NONE$67,500
Sports Arena Employees Local 137 Retirement Fund202416 50NONE$59,375
Midwest Pension Plan202427NONE$56,215
Laborers Local 754 Pension Plan202427 51NONE$54,750
Bricklayers Allied Craftsmen Pension Plan Local No 3202427NONE$52,584
Apartment Employees' Pension Trust202416 27 50NONE$50,000
Atlanta Ironworkers Local #387 Pension Plan202427 50INVESTMENT ADVISORY$50,000
Asbestos Workers Local 42 Pension Fund202427 50NONE$50,000
USW District 10, Local 286, Pension Plan202428 51NONE$50,000
Ibew Local 325 Pension Fund202427 50NONE$42,750
Bricklayers & Allied Craftsmen Local 1 of MD, Va & Dc Baltimore Chapter Pension Fund202427 50NONE$42,500
Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund202427 51NONE$38,750
International Association of Firefighters Employees Pension Plan202427 51NONE$38,500
National Automatic Sprinkler Metal Trades Pension Fund202427NONE$37,050
Union Mutual Fund Pension Plan202427 50NONE$35,000
Plumbers & Pipefitters Lu 421 Pension Fund Trust202416 27 50NONE$34,015
Masters, Mates & Pilots Pension Plan202427 50NONE$22,500
Insulators Local No. 96 Pension Fund202427NONE$20,000
BAC - Salaried Employees Pension Plan202416 27 51NONE$14,894
Carpenters Local Union No. 345 Pension Fund202416 27 51NONE$10,946
Plumbers Lu 690 Metal Trades Pension Plan202427NONE$9,750
Central States Joint Board and Allied Organizations Staff Pension Plan202427NONE$8,774
Iubac - Local Union Officers & Employees Pension Plan202416 27 51NONE$8,338
Masters Mates & Pilots Adjustable Pension Plan202427 50NONE$5,000
Bricklayers & Allied Craftworkers Local No. 5 Pension Plan202427NONE
Eastern Atlantic States Carpenters Pension Fund202316 28 51NONE$560,000
Pension Trust Fund for Operating Engineers202327 50NONE$415,708
Teamsters Local 639 - Employers Pension Trust Fund202316 27NONE$385,087
Steamship Trade Association of Baltimore, Incorporated - International Longshoremen's Association Pension Plan202316 27 50NONE$307,200
Felra & Ufcw Pension Plan202327 50NONE$269,282
Operating Engineers Local No. 825 Pension Fund202316 27NONE$260,000
Southern California Ibew-Neca Pension Plan202327NONE$254,625
International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware202327 51NONE$245,000
Laborers Local Union No. 158 Pension Plan202316 27 50 52 58 71 99NONE$232,417
Waterfront Employers - Ila Pension Plan202327 51NONE$212,885
Plumbers and Steamfitters Local 486 Pension Fund202316 27NONE$210,000
Sheet Metal Workers Pension Fund of Local Union No. 19202327 51NONE$210,000
National Automatic Sprinkler Industry Pension Fund202327NONE$200,000
Electrical Workers Local No. 26 Pension Trust Fund202316 27SERVICE PROVIDER$198,750
Eastern Shore Teamsters Pension Fund202327 50INVESTMENT ADVISOR$188,929
Ibew Local 595 Pension Plan202316 27NONE$180,000
Ufcw Local 1262 & Employers Pension Fund202327 50NONE$175,000
Insulators and Allied Workers National Pension Fun202327 50NONE$175,000
Laborers' District Council Construction Industry Pension Fund202328NONE$175,000
Central Pennsylvania Teamsters Defined Benefit Plan202327 51NONE$171,250
SAN Diego Electrical Pension Plan202317CONSULTANT$167,933
A.F.OF L.-A.g.c. Building Trades Pension Plan202327 51INVESTMENT ADVISORY$153,437
Local 68 Engineers Union Pension Plan202316 27NONE$140,000
Laborers Local 57 Industrial Pension Plan202327 51NONE$132,500
Ufcw-Giant Variable Annuity Fund202327 50NONE$131,920
Ufcw Local One Pension Fund202327 50INVESTMENT CONSULTANT$125,000
NEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension Plan202316 27NONE$125,000
Ufcw and Safeway Variable Annuity Pension Fund202316 27NONE$117,500
Teamsters Local 469 Pension Plan202316 27 51NONE$115,417
Warehouse Employees Union Local No. 730 Pension Trust Fund202327 51NONE$108,750
Northern California Tile Industry Defined Benefit Pension Plan202327 50NONE$107,074
The Maritime Association - I.L.A. Pension Fund202327NONE$105,132
Laborers District Council Pension and Disability Trust Fund No. 2202317 28 50NONE$103,750
Tri-State Carpenters and Joiners Pension Trust Fund202327NONE$102,502
Operating Engineers Local No 37 Pension Fund202327NONE$102,475
Teamsters Local 830 Pension Plan202327 51NONE$100,000
Teamsters Local 641 Pension Fund202328 51NONE$100,000
International Association of Firefighters Staff Representatives Pension Plan202327 51NONE$97,750
BAC Local No. 1 Washington Pension Trust202316 27 50NONE$97,500
Bricklayers & Trowel Trades International Pension Fund202316 27 50NONE$94,455
Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity202327 50NONE$93,238
Ufcw Unions and Participating Employers Pension Plan202316 50NONE$90,000
Cement Masons Union Local 592 Pension Plan202327 51NONE$90,000
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund202327 50NONE$87,500
Operative Plasterers & Cement Masons Officers & Employees Pension Fund202328 51NONE$85,000
B.A.C. Local No. 3 Pension Plan202316 27 50NONE$82,500
Southern Ironworkers Pension Fund202327 50INVESTMENT ADVISOR$81,123
Upstate New York Bakery Drivers and Industry Pension Fund202327NONE$80,000
Plumbers Local Union No. 690 Pension Fund202316 27NONE$78,880
Milk Drivers and Dairy Employees Local 246 Pension Fund202327 50NONE$78,750
Plumbers and Steamfitters Local 60 Pension Fund202316NONE$75,516
Maryland Race Track Employees Pension Fund202327 50NONE$75,000
Electricians Pension Plan, Ibew 995202316 27NONE$75,000
Bricklayers & Allied Craftworkers Local No. 5 Pension Plan202327NONE$75,000
Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension Plan202327NONE$75,000
Teamsters Employers Local 945 Pension Fund202316 27 51NONE$73,000
Midwest Pension Plan202351SEE ATTACHED (2)$72,063
Journeymen & Apprentices of Local 188 Pension Fund202327 49NONE$64,974
Plasterers' Local 8 Pension Fund202328 51NONE$62,500
Hollow Metal Pension Fund202327 51NONE$62,500
Laborers Local 754 Pension Plan202327 51NONE$55,540
What changed
  • Dec 31, 2024Consultant changedinferencePlumbers & Pipefitters Lu 421 Pension Fund Trust
    Investment Performance Services appears on Plumbers & Pipefitters Lu 421 Pension Fund Trust's Schedule C as general consultant (plan year 2024 vs 2023)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceMidwest Pension Plan
    Investment Performance Services LLC appears on Midwest Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceMasters, Mates & Pilots Pension Plan
    Investment Performance Services LLC appears on Masters, Mates & Pilots Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceIbew 332 Pension Plan - Part a
    Investment Performance Services LLC appears on Ibew 332 Pension Plan - Part a's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceMasters Mates & Pilots Adjustable Pension Plan
    Investment Performance Services LLC appears on Masters Mates & Pilots Adjustable Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceStone and Marble Masons of Metropolitan Washington D.C. Pension Fund
    Investment Performances Services appears on Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceBrick Masons' Pension Trust Fund
    Investment Performance Services, Ll appears on Brick Masons' Pension Trust Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceIndustrial Carpenters and Precast Pension Plan
    Investment Performance Services no longer appears on Industrial Carpenters and Precast Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceNational Automatic Sprinkler Metal Trades Pension Fund
    Investment Performance Services appears on National Automatic Sprinkler Metal Trades Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Investment Performance Servicesaskebsa.dol.gov