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
Insight Investment
unclassified
Advisory clients on the tape
2
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
2 allocators
- Donaldson Company, Inc. Salaried Employees Pension Plan Investment adviser (plan)through Jul 31, 2023 Form 5500
- Donaldson Company, Inc. Hourly Employees Pension Plan Investment adviser (plan)through Jul 31, 2023 Form 5500
Schedule C rows
7 rows, $1.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Donaldson Company, Inc. Salaried Employees Pension Plan | 2024 | 27 | NONE | $136,122 |
| The Citigroup Pension Plan | 2024 | 28 50 51 | NONE | $87,065 |
| Donaldson Company, Inc. Hourly Employees Pension Plan | 2024 | 27 | NONE | $80,382 |
| Donaldson Company, Inc. Salaried Employees Pension Plan | 2023 | 27 | NONE | $284,382 |
| Donaldson Company, Inc. Hourly Employees Pension Plan | 2023 | 27 | NONE | $168,473 |
| Donaldson Company, Inc. Salaried Employees Pension Plan | 2022 | 27 | NONE | $224,850 |
| Donaldson Company, Inc. Hourly Employees Pension Plan | 2022 | 27 | NONE | $135,051 |
What changed
- Insight Investment appears on The Citigroup Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Insight Investmentaskebsa.dol.gov