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

Morgan Stanley Smith Barney, LLC

unclassifiedMD
Advisory clients on the tape
112
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
112 allocators
Other roles
79 allocators
Schedule C rows
400 rows, $86.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Contractors Laborers Teamsters & Engineers Pension Plan202515 19 27 33 49 50 64 71 72 99$406,926
Painters Union Pension Plan202527 50NONE KNOWN$382,110
Rochester Laborers Pension Fund202518 51NONE$179,337
Painters Union Pension Plan202521 50NONE KNOWN$163,001
RED Spot Paint & Varnish Co., Inc. Retirement Income Plan202527 50NONE$71,180
Local 807 Labor Management Pension Fund202519 27 51 70NONE$53,000
Independent Health Association Inc Defined Benefit Plan and Trust202527 33 49 50 55 71 72NONE$15,821
Hunter Fan Company Pension Plan202527 50INVESTMENT ADVISORY$10,725
Sheet Metal Workers' National Pension Fund202427 31 33 50 70NONE$3.1M
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada202411 15 19 27 33 49 50 55 64 71 72 99NONE$2.5M
International Association of Machinists and Aerospace Workers Pension Plan202419 27 49 50 72 99NONE$2.3M
Ohio Carpenters' Pension Plan202427 28 50 51NONE$1.7M
Csaa Insurance Group Cash Balance Retirement Plan202428 50INVESTMENT MANAGEMENT$1.2M
Michigan Electrical Employees' Pension Plan202419 27 50NONE$1.1M
U. a. Local 38 Defined Benefit Pension Plan202419 27 33 49 50 55 71 72 99NONE$944,854
Seafarers Officers and Employees Pension Plan202428 33 49 50 51 55 71$925,951
Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund202427 28 33 50 51 71 72CONSULTANT - EMPLOYEE ORG$701,684
Ibew Local Union 363 Pension202419 27 33 49 50 71 72 99NONE$631,017
Employees' Retirement Plan of Bose Corporation202427 33 50 71 72NONE$608,827
Sheet Metal Workers Local Union No. 80 Pension Fund202427 33 50 71 72NONE$598,503
Painters Union Pension Plan202427 50NONE KNOWN$553,853
Sheet Metal Workers Local No. 20, Indianapolis Are202427 31 33 50 51NONE$553,704
Sheet Metal Workers Local No. 292 Pension Fund202419 27 33 49 50 71 72NONE$541,069
Iron Workers Locals 40, 361 & 417 Pension Fund202427 28 51NONE$525,120
Metro Ila Pension Fund202419 27 33 51 63 71 72MANAGER - REL'D PLAN$518,728
Smart Local 265 Pension Fund202427 50 72NONE$505,733
Wacker Salaried Pension Plan202417 27 28 50NONE$475,611
Jacksonville Maritime Association / International Longshoremen's Association Pension Plan202415 19 27 28 33 49 50 51 55 64 71 72 99NONE$467,441
Froedtert South, Inc. Employees' Pension Plan202428 70NONE$448,181
Pension Plan of Cravath, Swaine & Moore LLP202427 50 72NONE$446,085
Sheet Metal Workers Local No.20 Gary Area Pension202427 31 33NONE$432,327
Greater Pennsylvania Carpenters' Pension Fund202427NONE$415,374
Construction & General Laborers' Local 190 Pension Fund202419 27NONE$407,989
Employees' Retirement Plan of Green Mountain Power Corporation202419 27 33 49 50 71 72 99NONE$404,342
Smart Local Unions and Councils Pension Fund202427 33 50NONE$401,937
Contractors Laborers Teamsters & Engineers Pension Plan202415 19 27 33 49 50 64 71 72 99$396,818
Ironworkers Local 808 Pension Fund202419 27 33 49 50 71 72 99INVESTMENT MANAGEMENT$350,761
Iron Workers Pension Plan202428 51NONE$321,527
Detroit Medical Center Consolidated Pension Plan202428 65INVEST MGMT/ACCT MAINTEN$320,000
Iron Workers District Council of Tn Valley & Vicinity Pension Plan202419 27 28NONE$308,281
Brach's Confections, Inc. Retirement Plan202419 21 27 28INVESTMENT ADVISORY$300,021
Pace Industry Union-Management Pension Fund202427 33 50 71 72SERVICE PROVIDER$300,000
Tidalhealth Pension Plan202419 27 33 49 50 72 99INVESTMENT ADVISORY$297,975
Lear Corporation Pension Plan202427 33 49 50 55 71 72NONE$284,221
Carpenters' Pension Trust Fund - Detroit and Vicinity202415 18 19 21 27 28 30 31 50 51NONE$275,000
Retirement Plan of the Plumbers & Steamfitters Local No 489202419 27 33 49 50 71 72 99NONE$272,022
Ibew Local No. 86 Pension Fund202428 51NONE$262,540
Miami Ironworkers Local 272 Pension Trust Fund202419 27 33 49 50 71 72 99INVESTMENT ADVISORY$251,448
Sheet Metal Workers' Local 46 Pension Fund202428 51NONE$250,290
A&b Enhanced Partner Cash Balance Pension Plan202427 28 50NONE$249,400
Sheet Metal Workers Local 112 Pension Plan202419 27 33 49 50 71 72 99INVESTMENT ADVISOR$242,290
Smart Local Unions and Councils Pension Fund202428 33 50 51NONE$233,593
Bricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund202415 19 27 33 49 50 51 55 64 99NONE$229,212
Steelworkers Pension Trust202417 28 50 51NONE$225,000
NEW Jersey Building Laborers Statewide Pension Fund202427 51NONE$220,239
Retirement Plan for Employees of Ranken Technical College202451NONE$214,313
NO Calif Glaziers, Architectural Metal and Glassworkers Pension Plan202427 31 33 50NONE$210,352
Valero Energy Corporation Pension Plan202427 50 72NONE$210,000
Sheet Metal Workers Local No. 177 Pension Fund202419 27 28 33 49 50 71 99NONE$208,452
I.A. of M. Motor City Pension Fund202419 27 33 49 50 71 72NONE$207,489
Plumbers & Pipefitters Local 123 Pension Fund202415 19 27 33 49 50 55 64 71 72 99NONE$201,622
Plumbers and Pipefitters Local Union No. 803 Pension Fund202415 19 27 33 49 50 55 64 71 72 99NONE$200,103
Wwec Local 863 Pension Plan202428INVESTMENT MANAGEMENT FEE$196,597
Cutco Corporation Hourly Employees Pension Plan202427 50 72ADVISORY$194,679
Bricklayers & Allied Craftworkers Local 3 NY Rochester Chapter Pension Fund202427 50NONE$193,904
Florida Trowel Trades Pension Trust Fund202419 27 28NONE$191,151
Ironworkers Local 11 Pension Fund202427 50 72NONE$187,941
Wacker Hourly Pension Plan202417 27 28 50NONE$186,512
Painters Union Pension Plan202415 19 27 33 49 50 55 64 71 72 99NONE KNOWN$179,843
Toledo Roofers Local No 134 Pension Plan202419 27 33 49 50 71 72 99NONE$179,050
Laborers District Council of W PA Pension Fund202427 70NONE$178,000
Plumbers & Steamfitters Local 150 Pension Fund202419 28NONE$176,819
Rochester Laborers Pension Fund202418 51NONE$174,113
Copic Companies Defined Benefit Pension Plan and Trust202419 27 28 33 49 50 51 71 72 99NONE$173,354
Retirement Plan for Employees of Walsworth Publishing Company, Inc.202428 33 50 51 71NONE$173,133
Plumbers & Steamfitters Local 43 Pension Fund202419 27NONE$172,780
The Riverbay Corporation Retirement Plan202427 28 50NONE$170,092
Clopay Ames Pension Plan202427NONE$166,562
Michiana Area Electrical Workers Pension Fund202427 33 50 71 72NONE$164,439
Retirement Plan for Employees of Matson202427 50 72INVESTMENT MANAGER$161,207
King & Spalding LLP Cash Balance Pension Plan202427 50 72NONE$160,988
Bakery Drivers Local 802 Pension Fund202415 27 33 49 55 64 72NONE$159,288
Roofers Local Union No. 22 Pension Fund202419 27 33 49 50 71 72 99NONE$158,755
Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan202417 27 50CONSULTANT$156,901
Society for Human Resource Management Pension Plan and Trust202419 21 25 27 50NONE$153,955
Lumina Foundation for Education, Inc. Pension Plan202427NONE$153,770
Tri-State Carpenters and Joiners Pension Trust Fund202419 27 28NONE$152,821
Sturgis Hospital, Inc. Retirement Plan202419 27 33 49 50 71 72 99NONE$150,035
Cement Masons Pension Trust Fund for Northern California202427 33 50NONE$150,000
Ashtabula County Medical Center Retirement Plan202427 50NONE$145,926
Ronetco Supermarkets, Inc. Employees' Retirement Plan202428NONE$138,048
Colony Brands, Inc. Pension Plan202419 27 33 49 50 55 71 72 99INVESTMENT ADVISOR$136,240
United Steelworkers Local 14614 Pension Trust Fund202427 28NONE$133,246
Retirement Plan for Employees of Fordyce Company202415 19 21 50 63NONE$129,264
Cutco Corporation Salaried Employees Pension Plan202427 50 72ADVISORY$127,924
Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees202428 50 51NONE$126,398
Retirement Plan for Saint Peters University and St. Peters Prep School202427 51NONE$123,211
Local 138 Pension Trust Fund202427 33 49 50 55 72NONE$122,352
United Steelworkers International Union Staff Pension Plan202427 72INVESTMENT ADVISOR$122,238
West Fraser, Inc. Pension Plan202428 50 51INV. ADVISORY$120,561
Ibew Local 1249 Pension Plan202415 27 33 49 50 55 64 71 72 99NONE$120,085
Parker Jewish Institute for Health Care & Rehab Defined Benefit Pension Plan202428INVESTMENT$119,652
Laborers District Council of Virginia Pension Trust Fund202415 19 27 33 49 55 64NONE$118,803
Sheet Metal 7 Zone 3 Pension Fund202419 27 33 49 50 71 72 99INVESTMENT MANAGER$116,130
Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program202419 27 33 49 50 71 72 99NONE$115,561
U.A. Plumbers 63 & Steamfitters 353 Joint Pension202427 50 72NONE$115,171
U.A. Plumbers & Steamfitters Local 22 Pension Fund202427 33 50 71 72NONE$113,696
Sears Manufacturing Company Defined Benefit Retirement Plan202419 27 33 49 50 71 72 99INVESTMENT ADVISOR$111,245
Pension Plan for Employees of Diemolding Corporation202419 27 71NONE$109,272
Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund202428 51INVESTMENT MANAGER$107,189
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III202427 28 33 50 51 71 72TRUSTEE$106,286
Pension Plan of the International Brotherhood of Electrical Workers Local No. 445 Pension Fund202419 27 50NONE$103,006
Laborers' Int'l Union of Na Local 1822 Pension Fun202419 27 72NONE$101,754
Retirement Plan of Maritrans Inc202419 27 33 49 50 71 72 99RETAINED BY EMPLOYER$95,666
United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan202428 51NONE$95,000
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund202427 51NONE$95,000
Local 108 Retirement Plan202428 51NONE$94,270
Local 734 Pension Fund202427 51NONE$91,694
Sheet Metal Workers Local Pension Plan202451NONE$89,447
Altium Packaging Pension Plan202417 28 51INVESTMENT ADVISORY$87,799
U.A. Local 13 Pension Fund202419 27 33 49 50 71 72 99NONE$87,111
Local 580 Pension Fund202427 50NONE$84,205
Riviana Foods Inc. Retirement Plan202419 27 33 49 50 65 71 72 99NONE$83,737
Teamsters Joint Council No. 73 Pension & Trust Fund202427 33 49 50 55 71 72 99NONE$80,609
NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees202428 50 51NONE$80,463
BAY Area Painters & Tapers Pension Trust202428 51NONE$80,000
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan202419 27 33 49 50 71 72 99INVESTMENT ADVISORS$78,203
Forefront Dermatology Cash Balance Pension Plan202427 33 50 71 72TRUSTEE$77,417
RED Spot Paint & Varnish Co., Inc. Retirement Income Plan202427 50NONE$77,194
Retirement Plan for Employees of Texas State Teachers Association202427 50N/A$77,154
Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations202427 51NONE$75,000
Wwec Local 863 Pension Plan202428INVESTMENT MANAGEMENT FEE$75,000
Pension Plan of the Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust Fund202427 50 72NONE$75,000
Greenville Plumbers & Pipefitters Pension Fund202419 27 33 49 50NONE$74,619
Profusion Industries Marietta Plant Pension Plan202421N/A$73,066
Ironworkers Local Union No. 402 Pension Fund202419 51INVESTMENT MANAGEMENT$70,414
Midland-Guardian Co. Salaried Employees' Pension P202419 27 33 71 72NONE$70,366
Pension Plan Basic American Foods202428 50NONE$70,000
Masonic Hall & Asylum Employees Retirement Fund202428 50NONE$68,829
Bricklayers' Pension Trust Fund-Metropolitan Area202415 18 19 21 27 28 31 33 50 51NONE$65,489
Joint Pension Fund of Local Union No 102202427 33 49 50 65 72NONE$62,727
The Retirement Plan of Rady Childrens Hospital and Health Center202417 50CONSULTANT$60,497
NEW York Independent System Operator Pension Plan202415 27 33 49 50 55 64 72 99NONE$57,003
Hunter Fan Company Pension Plan202427 50INVESTMENT ADVISORY$54,115
Hoffmaster Group Consolidated Pension Plan202415 19 27 33 49 50 55 64 71 72 99NONE$54,084
Local Union 400 I.B.E.W. Pension Plan202427 51NONE$53,050
Smithfoods Orrville Inc. Union Pension Plan202427NONE$52,264
Teamsters Local Union No. 115 Pension Plan202428 50NONE$50,650
Teamsters' Construction Industry & Misc Pension Fund202427 50 51NONE$50,000
SAN Francisco Lithographers Pension Trust202427 50 72NONE$50,000
What changed