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
Russell Investments Capital, LLC
unclassified
Advisory clients on the tape
7
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
7 allocators
- The Southern California Edison Company Retirement Plan General consultantthrough Dec 31, 2023 Form 5500
- Totalenergies Finance USA, Inc. Cash Balance Pension Plan Pension consultantthrough Dec 31, 2023 Form 5500
- Totalenergies Finance USA, Inc. Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Retirement Plan for Employees of Aetna Inc. Pension consultantthrough Dec 31, 2022 Form 5500
- Brightspeed Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Celanese Americas Retirement Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Employee Retirement Plan of Farm Credit Leasing Services Corporation Pension consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
14 rows, $6.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Brightspeed Pension Plan | 2024 | 17 28 51 71 | NONE | $2.1M |
| Totalenergies Finance USA, Inc. Pension Plan | 2024 | 17 | NONE | $190,000 |
| Brightspeed Pension Plan | 2023 | 17 28 51 71 | NONE | $2.1M |
| Celanese Americas Retirement Pension Plan | 2023 | 17 50 71 | CONSULTANT | $400,000 |
| The Southern California Edison Company Retirement Plan | 2023 | 16 50 | CONSULTANT | $248,070 |
| Totalenergies Finance USA, Inc. Pension Plan | 2023 | 17 | NONE | $166,824 |
| Totalenergies Finance USA, Inc. Cash Balance Pension Plan | 2023 | 17 | NONE | $23,176 |
| Employee Retirement Plan of Farm Credit Leasing Services Corporation | 2023 | 17 50 | NONE KNOWN | $12,875 |
| Celanese Americas Retirement Pension Plan | 2022 | 17 50 71 | CONSULTANT | $400,000 |
| Shell Pension Plan | 2022 | 28 51 71 | NONE | $396,356 |
| Retirement Plan for Employees of Aetna Inc. | 2022 | 17 | NONE | $116,023 |
| Brightspeed Pension Plan | 2022 | 17 28 51 71 | NONE | $51,613 |
| Totalenergies Finance USA, Inc. Pension Plan | 2022 | 17 | NONE | $47,500 |
| Employee Retirement Plan of Farm Credit Leasing Services Corporation | 2022 | 17 50 | NONE KNOWN | $7,500 |
What changed
- Dec 31, 2024Consultant changedinferenceEmployee Retirement Plan of Farm Credit Leasing Services CorporationRussell Investments Capital, LLC no longer appears on Employee Retirement Plan of Farm Credit Leasing Services Corporation's Schedule C as pension consultant (plan year 2024 vs 2023)with Russell Investments Capital, LLCaskebsa.dol.gov
- Russell Investments (consulting) appears on The Southern California Edison Company Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Russell Investments Capital, LLCaskebsa.dol.gov
- Russell Investments no longer appears on Shell Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Russell Investments Capital, LLCaskebsa.dol.gov
- Russell Investments Capital LLC no longer appears on Retirement Plan for Employees of Aetna Inc.'s Schedule C as pension consultant (plan year 2023 vs 2022)with Russell Investments Capital, LLCaskebsa.dol.gov