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

Segal Marco Advisors

OCIOprobableCRD 114687
Advisory clients on the tape
186
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
84
filed Aug 6, 2026
ADV institutional RAUM
$44B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$13B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.89; discretionary RAUM $13B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
186 allocators
Other roles
2 allocators
Schedule C rows
400 rows, $52.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Electrical Benefit Fund202527 50NONE$410,875
Pipeline Industry Pension Fund202527 50NONE$323,454
International Brotherhood of Teamsters Union Local 710 Pension Fund202527NONE$303,314
Liuna Staff and Affiliates Pension Fund202527 50NONE$169,523
Liuna National (industrial) Pension Fund202527 50NONE$169,523
Central Iowa Carpenters Pension Plan202527$67,975
I. B. E. W. Local 25 Pension Fund202527 50NONE$67,333
The Toledo Newspaper Unions Blade Pension Plan202521INVESTMENT ADVISOR$60,000
Iuoe Local 30 Pension Fund202527 51NONE$59,000
Contractors Laborers Teamsters & Engineers Pension Plan202516$12,500
Retirement Plan for Employees of International Brotherhood of Electrical Workers Local 134202527NONE$12,000
National Elevator Industry Pension Plan202427 28 51NONE$1.5M
Mid-America Carpenters Regional Council Pension Fund202427NONE$600,875
United Food & Commercial Workers Intl Union - Industry Pension Fund202427NONE$466,841
Bakery & Confectionery Union & Industry International Pension Fund202416 17 27 50NONE$460,625
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan202417 50NONE$415,486
Western Unite Here and Employers Pension Fund202427NONE$410,417
National Electrical Benefit Fund202427 50NONE$398,908
Pipeline Industry Pension Fund202427 50NONE$366,125
International Brotherhood of Teamsters Union Local 710 Pension Fund202427NONE$351,268
Carpenters Pension Fund of Illinois202427 50NONE$344,961
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan202417 27 50NONE$321,250
Iron Workers District Council of So Oh & Vicinity Pension Trust202427 50NONE$316,250
Ufcw Intl Union Pension Plan for Employees202427NONE$307,540
The Legacy Plan of the Unite Here Retirement Fund202427 51NONE$298,810
Kern County Electrical Workers Pension Fund202427 28NONE$286,267
Omaha Construction Industry Pension Plan202427$275,000
North Central States Regional Council of Carpenters Pension Fund202427 50NONE$251,000
Plumbers & Pipefitters Local No 189 Pension Plan202418 50NONE$243,764
Texas Iron Workers' Pension Plan202427 50INVEST. ADVISOR$240,000
National Integrated Group Pension Plan202427 50 70NONE$229,062
Connecticut Health Care Associates Pension Fund202427NONE$225,000
International Brotherhood of Boilermakers Officers and Employees' Pension Plan202427NONE$223,201
Bertelsmann Pension Account Plan202451NONE$221,909
Building Laborers Local 310 Pension Fund202427INVESTMENT CONSULTANT$215,000
United Mine Workers of America 1985 Construction Workers Pension Plan202427 50NONE$208,621
Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a202417 27 50NONE$207,542
Hotel Union and Hotel Industry of Hawaii Pension Plan202427INVESTMENT MONITOR$202,650
American Postal Workers Union Officers' Qualified Retirement Plan202427 50NONE$191,444
Georgia Stevedore Association International Longshoremen's Association Pension Plan202427 50INVESTMENT CONSULTANT$187,698
Twin City Carpenters and Joiners Pension Fund202427 50NONE$171,541
Minneapolis Retail Meat Cutters and Food Handlers Pension Fund202427 50NONE$170,485
Liuna National (industrial) Pension Fund202427 50NONE$163,601
Liuna Staff and Affiliates Pension Fund202427 50NONE$163,003
United Food and Commercial Workers Unions and Employers Pension Plan202451NONE$158,750
National Basketball Association Players' Pension Plan202427 51NONE$149,083
International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan202427 50NONE$148,803
Ufcw Union Local 919 & Contributing Employers' Food Pension Fund202427 50NONE$145,000
LOS Angeles Hotel-Restaurant Employer-Union Retirement Fund202427NONE$141,020
International Union of Operating Engineers Local 4 Pension Fund202427 50NONE$135,000
BAC Local 23 North Shore Chapter Pension Fund202427 51NONE$133,131
Treasurers and Ticket Sellers Local 751 Pension Fund202427 50NONE$131,750
Retail, Wholesale & Department Store International Union and Industry Pension Fund202427NONE$129,917
Greater Kansas City Laborers Pension Plan202427 50 70INVESTMENT CONSULTING$120,833
United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan202428$120,224
UA Local 190 Pension Plan202427 50NONE$120,000
Jacksonville Plumbers and Pipefitters Pension Plan202427 51 70NONE$118,750
Philips North America Pension Plan202417 50CONSULTANT$116,978
American Postal Workers Union Health Plan Employee Pension Plan202427 31 50NONE$116,673
Communications Workers of America Plan for Employees' Pensions202427NONE$116,000
Electrical Workers Pension Plan Local 103 I.B.E.W.202427 51NONE$115,000
Ibew Local 683 Pension Fund Pension Plan202427 51NONE$115,000
Ibew Local 573 Pension Plan202416INVESTMENT CONSULTANT$114,765
NEW England Teamsters Pension Fund202427 50NONE$112,500
Connecticut Laborers' Pension Plan202427 50NONE$107,000
Detroit Free Press, Inc. Newspaper Guild of Detroit Pension Plan202427NONE$106,250
Iron Workers' Locals No. 15 & 424 Pension Plan202427 50NONE$106,050
I.B.E.W. Local 769 Management Pension Plan a202417 27 50NONE$101,164
Iron Workers Pension Trust Fund for Colorado202427 50NONE$100,000
Communications Workers Local 1109 Pension Fund202427 28INVESTMENT ADVISORY$100,000
Teamsters Local 814 Pension Fund202427 50NONE$100,000
Ibew Local Union No. 237 Pension Plan202427INVESTMENT ADVISOR$97,346
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan202416 50NONE$95,000
Metal Trades Branch Local 638 Pension Fund202427 51 70NONE$94,500
Massachusetts Bricklayers & Masons Pension Plan202417 50NONE$94,000
Meat Cutters Union Local No. 88 and Food Employers Pension Trust202427NONE$91,122
Rhode Island Laborers Pension Plan202427NONE$91,000
Local No. 1 Pension Trust Fund202427NONE$90,900
Tropicana Casino and Resort Variable Annuity Pension Plan202451NONE$88,729
Carpenters Pension Trust Fund of Kansas City202427 50 70INVESTMENT MANAGER$87,500
Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct202428 50NONE$86,680
Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse202427 51NONE$86,618
Western Glaziers Retirement Plan202427 50NONE$86,488
Roofers Pension Fund202427NONE$85,000
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund202427NONE$84,949
Seiu Local No. 4 Pension Fund202427NONE$83,939
International Brotherhood of Electrical Workers Local Union No 226 Open End Pension Fund202427 50INVESTMENT CONSULTANT$82,500
Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund202427 50NONE$80,000
Painters District Council No. 3 Pension Fund202427 51INVESTMENT ADVISOR$78,750
National Hockey League Retirement Plan United States202427ASSET CONSULTING$75,795
Local No. 41 Ibew Pension Plan202427NONE$75,750
I. B. E. W. Local 25 Pension Fund202427 50NONE$75,721
Local 803 Pension Fund202427 51NONE$75,050
United Food and Commercial Workers Local 1546 Pension Plan202427 50NONE$75,000
United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan202416 50 70$75,000
Iron Workers Local 17 Pension Fund202427 50NONE$75,000
Local 553 Pension Fund202427 50NONE$70,000
Suburban Teamsters of Northern Illinois Pension Plan202427NONE$70,000
Local 463 Pension Fund202416 50INVESTMENT ADVISOR$69,617
International Union of Operating Engineers Local 14-14b Pension Fd202427 50NONE$68,250
Central Iowa Carpenters Pension Plan202427$66,440
Mo-Kan Teamsters Pension Fund202427 50NONE$66,000
Electrical Workers Local No. 292 Pension Plan202427 50NONE$65,000
Ibew Local 716 Pension Plan202427 50NONE$65,000
Local 381 Pension Fund202427 50NONE$65,000
Local 584 Pension Trust Fund202427 50NONE$63,958
Advansix Inc. Retirement Earnings Plan202428 50 51NONE$60,583
The Toledo Newspaper Unions Blade Pension Plan202421INVESTMENT ADVISOR$60,000
Liquor Salesmens Union Local 2 Pension Fund202427NONE$60,000
Steamfitters Industry Pension Fund202427 51 70$60,000
The Adjustable Plan of the Unite Here Retirement202427 51NONE$59,466
Iron Workers District Council of Western New York and Vicinity Pension Plan202427NONE$59,167
Sdc-League Pension Fund202427NONE$58,333
Iuoe Local 30 Pension Fund202427 51NONE$58,000
Amalgamated Retail Retirement Fund202427 50NONE$57,000
League - Atpam Pension Fund202427 50$57,000
Engineers Agc Pension Plan of the Inland Empire202427NONE$55,000
Beer Industry - Local Union No. 703 Pension Fund202427NONE$55,000
TI Employees Pension Plan202428 51INV. MNGR.$55,000
NBA Pension Plan for Coaches, Assistant Coaches and Trainers202427 50NONE$53,844
Ibew Local Union No. 98, Zone 2 Pension Trust Fund202428 51NONE$50,000
Northwest Sheet Metal Workers Pension Plan202428 51NONE$50,000
Hawaii Truckers-Teamsters Union Pension Plan202427NONE$48,859
Maryland Electrical Industry Pension Plan202427 50NONE$48,500
DC 37 Local 389 Home Care Employees Pension Fund202427 50INVESTMENT ADVISOR$48,333
American Radio Association Pension Plan202427NONE OTHER THAN CONTRACT$48,194
Plumbers and Steamfitters Local No. 42 Pension Plan202416 27NONE$48,000
American Postal Workers Union Employees' Retirement Plan202427NONE$45,424
Opeiu Locals 30 & 537 Retirement Fund202427NONE$45,400
Local 807 Labor Management Pension Fund202427 51NONE$45,193
Teamsters Local 617 Pension Fund202427 50NONE$45,000
American Postal Workers Union Health Plan Management Staff Pension Plan202427 31 50NONE$44,833
Nysut Employees Retirement Plan202416 99NONE$44,667
Teamster Affiliates Pension Plan202416 50NONE$43,975
Iron Workers L. No.12 Pension Fund202427THIRD PARTY$43,691
U.A. Local 13 Pension Fund202427 50NONE$43,004
Ibew Local 531 & Neca Pension Plan202427 50NONE$42,501
I.B.E.W. Local 241 Pension Plan202428 50NONE$41,083
Local 917 Pension Fund202427 50NONE$40,000
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan202451NONE$40,000
I.B.E.W. Local 490 Pension Fund202427 51NONE$40,000
Ufcw International Union-Industry Variable Annuity Pension Plan202427 50NONE$40,000
Plumbers Local 27 Pension Fund202427NONE$40,000
Local 816 Labor & Management Pension Trust Fund202427NONE$40,000
Local 966 Pension Plan202427 50NONE$40,000
Sheet Metal Workers Local Union No 71 Pension Plan202427 50NONE$39,500
BAC Local Union 15 Pension Fund202427 50INVESTMENT ADVISOR$38,000
Plumbers and Steamfitters Local 396 Pension Fund202427INVESTMENT CONSULTANT$38,000
Pension Fund Local 96-Ibew202427 50NONE$35,200
Pension Plan for Plumbers and Pipefitters Local Union No. 776 (lima, Ohio)202427NONE$35,000
Form ADV readings
  • charity clients 4 Aug 6, 2026 reported
  • government clients 6 Aug 6, 2026 reported
  • institutional clients 84 Aug 6, 2026 reported
  • pension plan clients 74 Aug 6, 2026 reported
  • raum discretionary $13B Aug 6, 2026 reported
  • raum institutional $44B Aug 6, 2026 reported
  • raum total $50B Aug 6, 2026 reported
What changed