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
Towers Watson
unclassifiedNY
Advisory clients on the tape
3
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
3 allocators
- Retirement Income Plan for Selective Insurance Company of America Pension consultantthrough Dec 31, 2024 Form 5500
- Fedex Corporation Employees' Pension Plan General consultantthrough May 31, 2023 Form 5500
- Fedex Freight, Inc. Pension Plan General consultantthrough May 31, 2023 Form 5500
Other roles
2 allocators
- Aarp Employees' Pension Plan Actuarythrough Dec 31, 2024
- Mueller Group, LLC Pension Plan for Selected Employees Actuarythrough Dec 31, 2022
Schedule C rows
9 rows, $5.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Fedex Corporation Employees' Pension Plan | 2024 | 16 50 | NONE | $1.4M |
| Retirement Income Plan for Selective Insurance Company of America | 2024 | 17 28 50 51 | NONE | $471,908 |
| Mueller Group, LLC Pension Plan for Selected Employees | 2024 | 11 14 16 17 70 | ACTUARY | $443,161 |
| Aarp Employees' Pension Plan | 2024 | 11 17 21 | NONE | $137,295 |
| Fedex Corporation Employees' Pension Plan | 2023 | 16 50 | NONE | $1.1M |
| Mueller Group, LLC Pension Plan for Selected Employees | 2023 | 11 14 16 17 70 | ACTUARY | $443,161 |
| Fedex Corporation Employees' Pension Plan | 2022 | 16 50 | NONE | $1.0M |
| Mueller Group, LLC Pension Plan for Selected Employees | 2022 | 11 14 16 17 70 | ACTUARY | $431,660 |
| Fedex Freight, Inc. Pension Plan | 2022 | 16 50 | NONE | $51,503 |
What changed
No dated events.