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
Lockton Companies
unclassifiedMO
Advisory clients on the tape
1
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
1 allocators
- The W.W. Williams Company, LLC Employees' Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
2 allocators
- Suez Water Resources LLC Retirement Plan Actuarythrough Dec 31, 2022
- Suez Water Environmental Services Inc. Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
4 rows, $150,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The W.W. Williams Company, LLC Employees' Pension Plan | 2023 | 27 50 | NONE | $30,000 |
| Suez Water Resources LLC Retirement Plan | 2022 | 11 17 50 | NONE | $68,182 |
| The W.W. Williams Company, LLC Employees' Pension Plan | 2022 | 27 50 | NONE | $45,000 |
| Suez Water Environmental Services Inc. Pension Plan | 2022 | 11 17 50 | NONE | $6,818 |
What changed
- Lockton Companies no longer appears on The W.W. Williams Company, LLC Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Lockton Companiesaskebsa.dol.gov
- Lockton Companies, LLC no longer appears on Suez Water Resources LLC Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Lockton Companiesaskebsa.dol.gov
- Lockton Companies, LLC no longer appears on Suez Water Environmental Services Inc. Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Lockton Companiesaskebsa.dol.gov