DFX Intelligence

This firm's name, 8 more advisory clients, 212 more Schedule C rows and 26 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Institutional manager in New York

Institutional manager· NY

Institutional managerprobable

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This firm's name, 8 more advisory clients, 212 more Schedule C rows and 26 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

852

filed Aug 21, 2026

ADV institutional RAUM

$531B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$2.57T

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.30; discretionary RAUM $2.57T. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

11 allocators

The National Football League Club Employees Pension Plan Investment adviser (plan)through Mar 31, 2025 Form 5500
Cargill Meat Solutions Corporation Employees Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Cargill, Inc and Assoc. Co's Pension Plan for Production Employees Investment adviser (plan)through Dec 31, 2022 Form 5500

+8 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Other roles

2 allocators

Plumbers' Pension Fund, Local 130, U.A. Trusteethrough May 31, 2023
Hogan Lovells US LLP Cash Balance Plan Trusteethrough Dec 31, 2022

Schedule C rows

215 rows, $105M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Liberty Mutual Retirement Benefit Plan	2024	28 51 56	NONE	$6.2M
Retirement Plan for Employees of Aetna Inc.	2024	27 51 56	OCIO	$3.5M
BD Retirement Plan	2024	28 51 56 68	INVESTMENT MANAGEMENT	$2.7M

+212 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Form ADV readings

charity clients 625 Aug 21, 2026 reported
government clients 7 Aug 21, 2026 reported
institutional clients 852 Aug 21, 2026 reported
pension plan clients 220 Aug 21, 2026 reported
raum discretionary $2.57T Aug 21, 2026 reported
raum institutional $531B Aug 21, 2026 reported
raum total $2.65T Aug 21, 2026 reported
charity clients 1 May 22, 2026 reported
government clients 4 May 22, 2026 reported
institutional clients 45 May 22, 2026 reported
pension plan clients 40 May 22, 2026 reported
raum discretionary $72B May 22, 2026 reported
raum institutional $22B May 22, 2026 reported
raum total $72B May 22, 2026 reported

What changed

Dec 31, 2025Manager relationship endedinferenceStauffer Biscuit Company Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Holding startedThe Albany Medical Center Retirement Plan
with this firm$48.9Maskebsa.dol.gov
Dec 31, 2024Holding startedFirmenich Pension Plan
with this firm$54.0Maskebsa.dol.gov
Dec 31, 2024Holding startedCenveo Worldwide Limited Pension Plan
with this firm$39.1Maskebsa.dol.gov
Dec 31, 2024Holding startedThe Albany Medical Center Retirement Plan
with this firm$35.7Maskebsa.dol.gov

+26 more dated events

Every name, record and relationship behind this count, with the source on each.