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
Reliance Trust Company
unclassified
Advisory clients on the tape
5
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
5 allocators
- Southeastern Ohio Regional Medical Center Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Andis Company Pension Plan Investment adviser (plan)through Aug 31, 2023 Form 5500
- The Andis Company Hourly Employees' Retirement Plan Investment adviser (plan)through Aug 31, 2023 Form 5500
- ADA S. Mckinley Community Services, Inc. Retirement Income Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
- South Florida Pbs, Inc. Retirement Plan Investment adviser (plan)through Mar 30, 2023 Form 5500
Other roles
27 allocators
- Denkai America Employees' Pension Plan Trusteethrough Mar 31, 2025
- Iron Workers District Council of Tn Valley & Vicinity Pension Plan Custodianthrough Dec 31, 2024
- Clifford Chance US LLP Partner Pension Plan I Trusteethrough Dec 31, 2023
- Retirement Plan for Associates and Staff Employees of Curtis, Mallet-Prevost, Colt & Mosle LLP Trusteethrough Dec 31, 2023
- Clifford Chance US LLP Partner Pension Plan II Trusteethrough Dec 31, 2023
- The Holyoke Hospital Pension Plan Directed trusteethrough Nov 30, 2023
- Merchants & Marine Bank Pension Plan Trusteethrough Oct 31, 2023
- Local 1964 Ila Retirement Fund Custodianthrough Sep 30, 2023
- American Pacific Corporation Defined Benefit Pension Plan Trusteethrough Sep 30, 2023
- Retirement Plan for Hourly and Salaried Employees of Donsco, Inc. Trusteethrough Jun 30, 2023
- Group Pension Plan for Employees of Staple Cotton Cooperative Association Trusteethrough Jun 30, 2023
- Cahill Gordon & Reindel LLP Pension Plan Trusteethrough Jun 30, 2023
- General Refractories Company Pension Plan for Salaried Employees Trusteethrough Dec 31, 2022
- Georgia's Own Credit Union Cash Balance Defined Benefit Plan and Trust Trusteethrough Dec 31, 2022
- Dalton Corporation, Warsaw Manufacturing Facility Pension Plan Custodianthrough Dec 31, 2022
- American Fiber & Finishing, Inc. Retirement Plan for Non-Salaried Employees Trusteethrough Dec 31, 2022
- Metro Credit Union Pension Plan Custodianthrough Dec 31, 2022
- CC Metals and Alloys, LLC Calvert City Pension Plan Trusteethrough Dec 31, 2022
- Armstrong County Memorial Hospital Retirement Income Plan Trusteethrough Dec 31, 2022
- Star One Credit Union Retirement Plan Custodianthrough Dec 31, 2022
- Grefco Minerals Inc Pension Plan for Non-Salaried Trusteethrough Dec 31, 2022
- Goraleigh Pension Plan Custodianthrough Dec 31, 2022
- Amalgamated Pension-Disability Plan Trusteethrough Dec 31, 2022
- Pension Plan for Employees of United Memorial Medical Center Trusteethrough Dec 31, 2022
- Leistritz Advanced Technologies Corp. Retirement Plan Trusteethrough Dec 31, 2022
- LOW & Bonar Inc. Hourly Retirement Plan Trusteethrough Dec 31, 2022
- Furst-Mcness Company Pension Plan Trusteethrough Dec 30, 2021
Schedule C rows
101 rows, $4.4M direct compensation as filed
What changed
- Retirement Plan of Idaho Power Company first reports an interest in GQG Partners Emerging Markets Equit (Reliance Trust Company): $19M at 2024-12-31with Reliance Trust Companyaskebsa.dol.gov
- Florida Trowel Trades Pension Trust Fund first reports an interest in Legal & General S&p 500 Cit Fund (Reliance Trust Company): $6M at 2024-12-31with Reliance Trust Companyaskebsa.dol.gov
- Valero Energy Corporation Pension Plan first reports an interest in GQG Partners Emerging Markets Equit (Reliance Trust Company): $49M at 2024-12-31with Reliance Trust Companyaskebsa.dol.gov
- Pentegra Retiriement Trust no longer appears on Merchants & Marine Bank Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Reliance Trust Companyaskebsa.dol.gov
- Legal & General no longer appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Reliance Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedIron Workers District Council of Tn Valley & Vicinity Pension PlanReliance Trust Company appears on Iron Workers District Council of Tn Valley & Vicinity Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Reliance Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceIron Workers District Council of New England Pension FundGQG Partners no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Reliance Trust Companyaskebsa.dol.gov
- Employees' Retirement Plan of Bose Corporation no longer reports GQG Partners Emerging Markets Equit (Reliance Trust Company) (last held $36M at 2022-12-31; absent from the 2023-12-31 filing)with Reliance Trust Companyaskebsa.dol.gov
- Legal and General appears on Cement Masons Pension Trust Fund for Northern California's Schedule C as investment manager (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov
- Legal & General Investment Mgmt no longer appears on Uno-Ven Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov
- Reliance Trust Company no longer appears on Sheet Metal Workers Local No. 20, Indianapolis Are's Schedule C as investment manager (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov
- L&g Investment Management no longer appears on Vassar Brothers Hospital Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov
- Legal & General appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov
- Legal & General Inv Mgmt America no longer appears on Schlage Lock Company LLC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov
- Legal and General Investment Manage no longer appears on Foster Wheeler Inc. Salaried Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceFoster Wheeler Inc. Pension Plan for Certain EmployeesLegal and General Investment Manage no longer appears on Foster Wheeler Inc. Pension Plan for Certain Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceRetirement Plan of Citgo Petroleum Corporation and Participating Subsidiary CompaniesLegal & General Investment Mgmt no longer appears on Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies's Schedule C as investment manager (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceCitgo Petroleum Corporation Salaried Employees' Pension PlanLegal & General Investment Mgmt no longer appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov