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.

Not an allocator

Regions Bank

Not an allocator
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
Other roles
17 allocators
Schedule C rows
62 rows, $3.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Blue Cross and Blue Shield of Alabama Retirement Plan202419 21 28 50 51TRUSTEE$846,090
The Retirement Plan for Employees of Bush Brothers & Company202421NONE$130,967
Baptist Health Care, Inc. Pension Plan202421 50TRUSTEE$110,463
Crounse Corporation Marine & Maintenance Employees' Pension Plan202416 24NONE$102,215
Shreveport Transit Company, Inc. Employees Retirement and Disability Plan202420 28NONE$87,523
Bryce Corporation Pension Plan202415 18 19 21 25 50DIRECTED TRUSTEE$52,436
Indiana State Council of Carpenters Pension Fund202421 50NONE$48,183
Tma-Ila Pension Plan202419 28INVESTMENT MANAGER$36,366
Birmingham P & S Local Union No. 91 Pension Fund202427 28 51NONE$33,542
Euramax International, Inc. Retirement Income Plan202421 25NONE$30,426
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees202413 27 28NONE$21,484
Plumbers Local Union No. 17 Pension Plan202418 19NONE$19,469
M.s.s.a.-I.l.a. Pension Plan202418NONE$18,556
Ironworkers Local Union No. 167 Pension Plan202418NONE$13,078
Ironworkers Local #597 Pension Plan202419 52INVESTMENT ADVISORY$12,797
Altec Industries, Inc. Associates' Pension Plan202425 28 50NONE$12,327
Pension Plan for Hourly Ees of Wieland Rolled Products Na Buffalo, Inc.202421 50NONE$10,000
Plumbers & Steamfitters Local 150 Pension Fund202418NONE$9,725
A.F.OF L.-A.g.c. Building Trades Pension Plan202419 50CUSTODIAL$8,894
Sonesta International Hotels Corporation Pension Plan202427 50INVESTMENT ADVISORY$4,973
Blue Cross and Blue Shield of Alabama Retirement Plan202319 21 28 50 51TRUSTEE$445,374
Baptist Health Care, Inc. Pension Plan202321 50TRUSTEE$115,449
The Retirement Plan for Employees of Bush Brothers & Company202321NONE$114,968
Crounse Corporation Marine & Maintenance Employees' Pension Plan202316 24NONE$86,949
Shreveport Transit Company, Inc. Employees Retirement and Disability Plan202320 28NONE$78,759
Indiana State Council of Carpenters Pension Fund202321 50NONE$44,107
Tma-Ila Pension Plan202319 28INVESTMENT MANAGEMENT$35,150
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees202313 27 28NONE$34,000
Bryce Corporation Pension Plan202315 18 19 21 25 50DIRECTED TRUSTEE$31,746
Birmingham P & S Local Union No. 91 Pension Fund202327 28 51NONE$28,841
Euramax International, Inc. Retirement Income Plan202321 25NONE$26,781
Sonesta International Hotels Corporation Pension Plan202327 50INVESTMENT ADVISORY$17,960
A.F.OF L.-A.g.c. Building Trades Pension Plan202319 50CUSTODIAL$15,657
Altec Industries, Inc. Associates' Pension Plan202325 28 50NONE$12,472
Ironworkers Local #597 Pension Plan202319 52INVESTMENT ADVISORY$11,379
Plumbers Local Union No. 17 Pension Plan202319NONE$11,345
Carpenters & Millwrights of Houston Vicinity Pension Fund202319 50NONE$11,105
Pension Plan for Hourly Ees of Wieland Rolled Products Na Buffalo, Inc.202321 50NONE$10,000
Ironworkers Local Union No. 167 Pension Plan202318NONE$7,739
Plumbers & Steamfitters Local 150 Pension Fund202318NONE$7,112
Blue Cross and Blue Shield of Alabama Retirement Plan202219 21 28 50 51TRUSTEE$380,459
Baptist Health Care, Inc. Pension Plan202221 50TRUSTEE$125,439
The Retirement Plan for Employees of Bush Brothers & Company202221NONE$117,803
Crounse Corporation Marine & Maintenance Employees' Pension Plan202216 24NONE$93,384
Shreveport Transit Company, Inc. Employees Retirement and Disability Plan202220 28NONE$82,458
Graybar Electric Company, Inc. Pension Plan202228 51INVESTMENT MANAGEMENT$42,474
Bryce Corporation Pension Plan202215 18 19 21 25 50DIRECTED TRUSTEE$40,715
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees202213 27 28NONE$32,756
Birmingham P & S Local Union No. 91 Pension Fund202227 28 51NONE$29,916
Euramax International, Inc. Retirement Income Plan202221 25NONE$29,024
Tma-Ila Pension Plan202219 28INVESTMENT MANAGEMENT$26,647
Indiana State Council of Carpenters Pension Fund202221NONE$21,635
Carpenters & Millwrights of Houston Vicinity Pension Fund202219 50NONE$20,821
Sonesta International Hotels Corporation Pension Plan202227 50INVESTMENT ADVISORY$19,858
A.F.OF L.-A.g.c. Building Trades Pension Plan202219 50CUSTODIAL$18,447
Altec Industries, Inc. Associates' Pension Plan202225 28 50NONE$14,463
Plumbers Local Union No. 17 Pension Plan202219NONE$11,637
Ironworkers Local #597 Pension Plan202219 52INVESTMENT ADVISORY$10,644
Pension Plan for Hourly Ees of Wieland Rolled Products Na Buffalo, Inc.202221 50NONE$10,000
Ironworkers Local Union No. 167 Pension Plan202218NONE$7,777
Virtus Precision Tube, LLC Pension Plan202221 50NONE$6,948
Plumbers & Steamfitters Local 150 Pension Fund202218NONE$5,347
What changed