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
SEI Investments Company
unclassified
Advisory clients on the tape
4
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
4 allocators
- Penske Cash Balance Benefit Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Retirement Plan for the Benefit of Salaried and Other Employees of Boston Mutual Life Insurance Company Investment adviser (plan)through Dec 31, 2022 Form 5500
- Good Shepherd Rehabilitation Hospital Employees' Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Detrex Corporation Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
36 allocators
- Cambridge University Defined Benefit Pension Plan Trusteethrough Nov 30, 2023
- Bank of Charles Town Defined Benefit Pension Plan Custodianthrough Oct 31, 2023
- Pirelli Tire Retirement Pension Plan Trusteethrough Sep 30, 2023
- Pension Plan of the Stone Masons Union No 3 Pension Fund Custodianthrough Jul 31, 2023
- Retirement Plan for Bargaining Unit Employees of Galliker Dairy Company Trusteethrough Jun 30, 2023
- Holland Neway Uaw Retirement Income Plan Trusteethrough Jun 30, 2023
- Ibew Local No. 246 Pension Plan Custodianthrough May 31, 2023
- Entrust Datacard Corporation Employees' Pension Plan Custodianthrough Mar 31, 2023
- Plumbers & Pipefitters Local No 189 Pension Plan Custodianthrough Mar 31, 2023
- Alleima Special Metals LLC Retirement Plan Custodianthrough Dec 31, 2022
- AGC Automotive Americas Co. Pension Plan Trusteethrough Dec 31, 2022
- The Holland Group Retirement Income Plan Trusteethrough Dec 31, 2022
- Minnesota Cement Masons Pension Fund Trusteethrough Dec 31, 2022
- The Retirement Plan for Salaried Employees & Certain Hourly Employees of American Biltrite Inc. Custodianthrough Dec 31, 2022
- Jervis B. Webb Company and Affiliates Retirement Income Plan Actuarythrough Dec 31, 2022
- The J.M. Smucker Company Multifoods Pension Equity Plan Trusteethrough Dec 31, 2022
- AGC Flat Glass North America, Inc. Retirement Plan for Eligible Hourly Paid Employees Trusteethrough Dec 31, 2022
- AGC Chemicals Americas, Inc. Pension Plan Custodianthrough Dec 31, 2022
- California Casualty Management Co. Pension Plan Trusteethrough Dec 31, 2022
- Unitil Corporation Retirement Plan Custodianthrough Dec 31, 2022
- Penn Engineering Pension Plan Custodianthrough Dec 31, 2022
- Vibrantz Corporation Pension Plan for Legacy Employees Trusteethrough Dec 31, 2022
- Flsmidth Inc. Retirement Plan for Hourly Employees Custodianthrough Dec 31, 2022
- Retirement Plan of Sasol (USA) Coporation Directed trusteethrough Dec 31, 2022
- Princeton Healthcare System Pension Plan Trusteethrough Dec 31, 2022
- Alabama Farmers Federation and Affiliated Companies Retirement Plan Custodianthrough Dec 31, 2022
- Retirement Plan for Flsmidth Inc. Salaried Employees Custodianthrough Dec 31, 2022
- Defined Benefit Pension Plan for the Employees of Excela Health Trusteethrough Dec 31, 2022
- AGC Flat Glass North America, Inc. and Subsidiaries Retirement Plan for Eligible Salaried Employees Trusteethrough Dec 31, 2022
- Rheem Consolidated Pension Plan Actuarythrough Dec 31, 2022
- American Axle & Manufacturing, Inc. Pension Plan Trusteethrough Dec 31, 2022
- Retirement Plan for Employees of Cambrex Corporation Directed trusteethrough Dec 31, 2022
- Vermont Electric Power Company Pension Plan Trusteethrough Dec 31, 2022
- Lvmh Affiliates' Retirement Plan, Wines & Spirits Custodianthrough Dec 31, 2022
- Lvmh Affiliates' Retirement Plan Custodianthrough Dec 31, 2022
- Chemtura Corporation Retirement Plan Custodianthrough Dec 31, 2022
Schedule C rows
119 rows, $37.3M direct compensation as filed
What changed
- SEI Investments no longer appears on Penske Cash Balance Benefit Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with SEI Investments Companyaskebsa.dol.gov
- SEI Investments appears on Ibew Local No. 246 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with SEI Investments Companyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceGood Shepherd Rehabilitation Hospital Employees' Pension PlanSEI Investments no longer appears on Good Shepherd Rehabilitation Hospital Employees' Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with SEI Investments Companyaskebsa.dol.gov
- SEI Investments appears on Watlow Group Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with SEI Investments Companyaskebsa.dol.gov