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
Bank of America
Not an allocator
Advisory clients on the tape
14
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
14 allocators
- Employees Retirement Plan of St. Barnabas Hospital and Affiliates Investment adviser (plan)through Dec 31, 2025 Form 5500
- Northwest Glass, Molders, Pottery, Plastics and Allied Workers Pension Plan CustodianInvestment adviser (plan)through Mar 31, 2025 Form 5500
- The Art Institute of Chicago Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Engineered Precision Casting Company Retirement Plan Investment adviser (plan)through Nov 30, 2024 Form 5500
- Metro Health Pension Plan General consultantthrough Sep 30, 2023 Form 5500
- The Retirement Plan of Dime Community Bank Discretionary trusteeInvestment adviser (plan)through Sep 30, 2023 Form 5500
- Hudson Transit Lines Union Employees Pension Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
- Field Packing Company 2010 Restated Retirement Plan Investment adviser (plan)Trusteethrough Dec 31, 2022 Form 5500
- Oapi Retirement Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Harte Hanks, Inc. Pension Plan II Investment adviser (plan)through Dec 31, 2022 Form 5500
- Harte Hanks, Inc. Pension Plan I Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pension Plan of Tallahassee Memorial Healthcare, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- BNB Bank Pension Plan Investment adviser (plan)Discretionary trusteethrough Dec 31, 2022 Form 5500
- The Entwistle Company Retirement Plan Pension consultantthrough Dec 19, 2022 Form 5500
Other roles
153 allocators
- Laborers Local 235 Pension Fund Custodianthrough Dec 31, 2025
- Local 91 Pension Fund Custodianthrough Dec 31, 2025
- Elmont Cemetery Field Workers Pension Trust Trusteethrough Dec 31, 2025
- American Nurses Association Retirement Plan Trusteethrough Aug 28, 2025
- Zoological Society of Philadelphia Retirement Plan Trusteethrough Dec 31, 2024
- Latrobe Steel Company Pension Plan for Bargaining Unit Employees Trusteethrough Dec 31, 2024
- BAC Local #5 New York Pension Plan Trusteethrough Dec 31, 2024
- Cancer Partners of Nebraska Cash Balance Plan Trusteethrough Dec 31, 2024
- Acuity Brands, Inc. Legacy Pension Plan Trusteethrough Dec 31, 2024
- Richmond Group Defined Benefit Plan Trusteethrough Dec 31, 2024
- The Franklin Institute Retirement Income Plan II Trusteethrough Dec 31, 2024
- Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan Trusteethrough Dec 31, 2024
- Sturdy Memorial Hospital Inc Retirement Plan Trusteethrough Dec 31, 2024
- United Food & Commercial Workers Union - Employer Pension Fund Custodianthrough Sep 30, 2024
- Maspeth Federal Savings & Loan Association Pension Trust Actuarythrough Sep 30, 2024
- Acuity Brands, Inc. Pension Plan Trusteethrough Dec 31, 2023
- Cemex, Inc. Pension Plan Trusteethrough Dec 31, 2023
- Mtm/mata Employee Benefits Plan TrusteeCustodianthrough Dec 31, 2023
- Ufcw Union Local 919 & Contributing Employers' Food Pension Fund Trusteethrough Dec 31, 2023
- Good Samaritan Hospital Pension Plan Trusteethrough Dec 31, 2023
- The Gibbs & Cox, Inc. Pension Plan Custodianthrough Dec 31, 2023
- Amadeus North America, Inc. Pension Plan Trusteethrough Dec 31, 2023
- Jacobs Consolidated Pension Plan Trusteethrough Dec 30, 2023
- Eastern National Pension Plan Trusteethrough Oct 31, 2023
- United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund Custodianthrough Sep 30, 2023
- Aedc Contractors Employee Pension Plan Trusteethrough Sep 30, 2023
- Bethesda Retirement Plan Trusteethrough Sep 30, 2023
- Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. Custodianthrough Sep 30, 2023
- Yuma Regional Medical Center Pension Plan Trusteethrough Sep 30, 2023
- Retirement Plan for Employees of South Jersey Industries, Inc. Custodianthrough Sep 30, 2023
- Otis Elevator Company Puerto Rico Pension Plan Trusteethrough Sep 30, 2023
- Arrow Gear Company Pension Plan for Salaried Employees Trusteethrough Sep 30, 2023
- Newtown Savings Bank Defined Benefit Pension Plan Trusteethrough Sep 30, 2023
- United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund Custodianthrough Sep 30, 2023
- Employees' Retirement Plan of Simkins Industries, Inc. Directed trusteethrough Sep 30, 2023
- Arrow Gear Company Pension Plan for Iam Employees Trusteethrough Sep 30, 2023
- Babcock Power Pension Plan Custodianthrough Sep 30, 2023
- Automotive Machinists Pension Plan Custodianthrough Sep 30, 2023
- Northwest Ironworkers Retirement Plan Custodianthrough Jun 30, 2023
- Morrison Restaurants, Inc. Retirement Plan Trusteethrough Jun 30, 2023
- National Hockey League Retirement Plan United States Custodianthrough Jun 30, 2023
- Retirement Plan for Employees of the Carnegie Hall Corporation Trusteethrough Jun 30, 2023
- ST. Joseph Health Services of Rhode Island Retirement Plan Trusteethrough Jun 30, 2023
- Jewish Guild for the Blind Bargaining Unit Employees' Pension Plan Trusteethrough Jun 30, 2023
- Jewish Guild for the Blind Non-Bargaining Unit Employees' Pension Plan Trusteethrough Jun 30, 2023
- Butcher and Provision Workers Pension Fund of Southern California Trusteethrough Jun 30, 2023
- Performing Arts Center Retirement Plan Trusteethrough Jun 30, 2023
- Retirement Plan for Non-Academic Employees Trusteethrough Jun 30, 2023
- North Ottawa Community Hospital Employees' Retirement Income Plan Trusteethrough Jun 14, 2023
- Unitehere Northwest Pension Trust Fund Custodianthrough May 31, 2023
- RPM International Inc. Retirement Plan Trusteethrough May 31, 2023
- Clendenin Brothers Incorporated Retirement Income Plan Trusteethrough May 21, 2023
- ILA Local Union No.1922-1/2062 Pension Fund Trusteethrough Apr 30, 2023
- Northwest Sheet Metal Workers Pension Plan Trusteethrough Apr 30, 2023
- Bally North America, Inc. Pension Plan Custodianthrough Mar 31, 2023
- Pioneer Employees Pension Plan Custodianthrough Mar 31, 2023
- Leica Geosystems Inc. Pension Plan Trusteethrough Mar 31, 2023
- Suburban Wholesalers Association Pension Plan Custodianthrough Mar 31, 2023
- Proterial America, Ltd. Employees' Retirement Plan Trusteethrough Mar 31, 2023
- Pressmens Publishers Pension Fund Custodianthrough Mar 31, 2023
- Pension Plan for Birla Carbon USA Trusteethrough Mar 31, 2023
- Teamsters Local 617 Pension Fund Custodianthrough Feb 28, 2023
- Renfro Charleston, LLC Defined Benefit Pension Plan Trusteethrough Jan 31, 2023
- Pension Plan of Renfro Corporation Trusteethrough Jan 31, 2023
- High Grade Beverage Retirement Fund Custodianthrough Jan 31, 2023
- High Grade Beverage Union Pension Plan Custodianthrough Jan 31, 2023
- ST. Ann's Home for the Aged Pension Plan Trusteethrough Dec 31, 2022
- Weingarten Realty Retirement Plan Directed trusteethrough Dec 31, 2022
- Federal-Mogul Pension Plan Trusteethrough Dec 31, 2022
- Glencore Merged Aluminum Defined Benefit Plan Trusteethrough Dec 31, 2022
- NEW York Eye and Ear Infirmary Employees' Pension Plan Trusteethrough Dec 31, 2022
- Employees' Cash Balance Plan of Atlantic Health System, Inc. Trusteethrough Dec 31, 2022
- Leupold & Stevens Employees' Pension Plan Custodianthrough Dec 31, 2022
- ST. Johnland Retirement Income Plan Trusteethrough Dec 31, 2022
- Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. Trusteethrough Dec 31, 2022
- National Nonwovens Inc. Retirement Plan for Salaried Employees Directed trusteethrough Dec 31, 2022
- National Nonwovens Inc. Retirement Plan Directed trusteethrough Dec 31, 2022
- Retirement Plan for Employees of South Nassau Communities Hospital Trusteethrough Dec 31, 2022
- Pension Plan for Employees of Hns Management Co Inc Represented by Atu Custodianthrough Dec 31, 2022
- HNS Management Co Inc Retirement Plan-Salaried Custodianthrough Dec 31, 2022
- Pension Plan for Employees of Magnesita Refractories Company Trusteethrough Dec 31, 2022
- Care New England Pension Plan Trusteethrough Dec 31, 2022
- Beiersdorf, Inc. Cash Balance Retirement Plan Trusteethrough Dec 31, 2022
- The Memorial Hospital Defined Benefit Pension Plan and Trust Trusteethrough Dec 31, 2022
- Logix Employment Services, Inc. Retirement Plan Trusteethrough Dec 31, 2022
- B&g Foods Ankeny, Ia Pension Plan Custodianthrough Dec 31, 2022
- United Refining Company of Pennsylvania Pension Plan Trusteethrough Dec 31, 2022
- Sherwin Alumina Company Pension Plan for Hourly Employees Trusteethrough Dec 31, 2022
- Glencore Ltd. Defined Benefit Plan Trusteethrough Dec 31, 2022
- United Refining Company Pension Plan for Hourly Employees Trusteethrough Dec 31, 2022
- Tropicana Casino and Resort Variable Annuity Pension Plan Trusteethrough Dec 31, 2022
- United Refining Company Consolidated Pension Plan Trusteethrough Dec 31, 2022
- Interhealth Corp. Retirement Plan Trusteethrough Dec 31, 2022
- Sedgwick Retirement Plan Trusteethrough Dec 31, 2022
- B&g Foods Stoughton, Wisconsin Union Pension Plan Custodianthrough Dec 31, 2022
- United States Cold Storage, Inc. Pension Plan Custodianthrough Dec 31, 2022
- Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan Trusteethrough Dec 31, 2022
- DEL Monte Fresh Produce (hawaii) Inc. Pineapple Pension Plan Trusteethrough Dec 31, 2022
- B&g Foods Pension Plan Custodianthrough Dec 31, 2022
- The Day Publishing Company Trusteed Pension Plan Trusteethrough Dec 31, 2022
- Consolidated Ret Plan of the Brwwco & Lawco Trusteethrough Dec 31, 2022
- Pfizer Consolidated Pension Plan for Employees Resident in Puerto Rico Trusteethrough Dec 31, 2022
- Tronox Incorporated Retirement Plan Directed trusteethrough Dec 31, 2022
- The Connecticut Water Company Employees' Retirement Plan Trusteethrough Dec 31, 2022
- Covia Holdings Corporation Pension Plan Trusteethrough Dec 31, 2022
- Berwind Corporation Employees' Retirement Plan Directed trusteethrough Dec 31, 2022
- NEW England Health Care Employees Pension Plan Custodianthrough Dec 31, 2022
- Boca Raton Regional Hospital Employees Pension Plan Trusteethrough Dec 31, 2022
- The Abbott Ball Company Uaw-Afl-Cio Local No. 376 Pension Plan Trusteethrough Dec 31, 2022
- The Church Home Employees' Pension Plan Custodianthrough Dec 31, 2022
- OCE Employees' Cash Accumulation Plan Trusteethrough Dec 31, 2022
- Conmed Corporation Retirement Pension Plan Trusteethrough Dec 31, 2022
- Local 381 Pension Fund Custodianthrough Dec 31, 2022
- The Belt Railway Company of Chicago Pension Plan for Non-Schedule Employees Trusteethrough Dec 31, 2022
- Pension Plan a of Healthnow NY Inc. Trusteethrough Dec 31, 2022
- Healthnow NY Inc. Retirement Bonus Plan Trusteethrough Dec 31, 2022
- Retirement Plan for Employees of Mckenzie-Willamette Hospital Custodianthrough Dec 31, 2022
- Exeter Health Resources, Inc. Account Balance Pension Plan Trusteethrough Dec 31, 2022
- NEW Castle Stainless Plate, LLC. Wage Retirement Income Plan for Members of Uaw Local 729 Trusteethrough Dec 31, 2022
- Great Plains Communications LLC & Adopting Affiliates Employees' Pension Plan Trusteethrough Dec 31, 2022
- Federal Signal Corporation Retirement Plan Discretionary trusteethrough Dec 31, 2022
- Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees Trusteethrough Dec 31, 2022
- Teamsters Local 408 Pension Plan Custodianthrough Dec 31, 2022
- Retirement Plan of Murphy Oil Corporation Trusteethrough Dec 31, 2022
- XL America, Inc. Retirement Plan Trusteethrough Dec 31, 2022
- Employees' Retirement Plan of the Kensico Cemetery Custodianthrough Dec 31, 2022
- Commonwealth Health Corporation Restated Retirement Plan Trusteethrough Dec 31, 2022
- Laerdal Medical Corporation Employees' Pension Plan Trusteethrough Dec 31, 2022
- Teck American Incorporated Retirement Plan Trusteethrough Dec 31, 2022
- Pension Plan for Employees of Jersey Shore Steel Company, Inc. Trusteethrough Dec 31, 2022
- Retirement Plan for Employees of Associated Milk Producers, Inc. Custodianthrough Dec 31, 2022
- Alexander Proudfoot Companies Defined Benefit Pension Plan Trusteethrough Dec 31, 2022
- The Gorman-Rupp Company Retirement Plan Trusteethrough Dec 31, 2022
- KTH Parts Industries, Inc. Associate Retirement Plan Trusteethrough Dec 31, 2022
- Cefcu Retirement Income Plan and Trust Trusteethrough Dec 31, 2022
- O & G Industries, Inc. Defined Benefit Pension Plan Trusteethrough Dec 31, 2022
- The Bank of America Pension Plan Trusteethrough Dec 31, 2022
- Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division Trusteethrough Dec 31, 2022
- Wayne Memorial Hospital Pension Plan Trusteethrough Dec 31, 2022
- Thiele Kaolin Company Retirement Plan Trusteethrough Dec 31, 2022
- Retirement Plan for Hourly Paid Employees of Campbell Foundry Company Trusteethrough Dec 31, 2022
- Unify Inc. Pension Plan Trusteethrough Dec 31, 2022
- Calgon Carbon Corporation Pension Plan for Hourly-Rated Employees Big Sandy Plant Directed trusteethrough Dec 31, 2022
- Calgon Carbon Corporation Retirement Plan for Salaried Employees Directed trusteethrough Dec 31, 2022
- L & Cp Corporation Pension Plan - Troy, Ohio Trusteethrough Dec 31, 2022
- L & Cp Corporation Pension Plan - Newton Upper Falls, Massachusetts Trusteethrough Dec 31, 2022
- BNP Paribas Pension Plan Trusteethrough Dec 31, 2022
- Maimonides Medical Center Pension Plan Trusteethrough Dec 31, 2022
- Ch2m Hill Omi Retirement Plan Trusteethrough Dec 31, 2022
- CT Childrens Medical Ctr. Cash Balance Retirement Custodianthrough Dec 31, 2022
- U. a. Local No. 159 Defined Benefit Plan Custodianthrough Dec 31, 2022
- Trico Industries, Inc. Retirement Plan Trusteethrough Dec 31, 2022
- Hunter Douglas Employees' Retirement Plan Trusteethrough Dec 31, 2022
Schedule C rows
400 rows, $44.1M direct compensation as filed
What changed
- Dec 31, 2024Manager relationship startedDEL Monte Fresh Produce (hawaii) Inc. Pineapple Pension PlanBank of America/merrill Lynch appears on DEL Monte Fresh Produce (hawaii) Inc. Pineapple Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Bank of Americaaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceNorthwest Glass, Molders, Pottery, Plastics and Allied Workers Pension PlanBank of America no longer appears on Northwest Glass, Molders, Pottery, Plastics and Allied Workers Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Bank of Americaaskebsa.dol.gov
- Bank of America appears on The Art Institute of Chicago Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Bank of Americaaskebsa.dol.gov
- Bank of America appears on The Franklin Institute Retirement Income Plan II's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Bank of Americaaskebsa.dol.gov
- Bank of America no longer appears on Pension Plan a of Healthnow NY Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Bank of Americaaskebsa.dol.gov
- Bank of America no longer appears on Eastern National Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of Americaaskebsa.dol.gov
- Bank of America appears on Engineered Precision Casting Company Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Bank of Americaaskebsa.dol.gov
- Bank of America appears on United Association Plumbers Local 773 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of Americaaskebsa.dol.gov
- Bank of America no longer appears on American & Efird Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of Americaaskebsa.dol.gov
- Bank of America appears on Teamsters Local 11 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of Americaaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceEmployees' Cash Balance Plan of Atlantic Health System, Inc.Bank of America no longer appears on Employees' Cash Balance Plan of Atlantic Health System, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)with Bank of Americaaskebsa.dol.gov