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.

OCIO

Hamilton Lane

OCIOprobableConshohocken, PACRD 107876instagram.com
Advisory clients on the tape
11
Schedule C, ACFR
Public-system clients
7
ACFR and seeds
ADV institutional clients
79
filed Jun 26, 2026
ADV institutional RAUM
$82B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$142B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.58; discretionary RAUM $142B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
12 allocators
Schedule C rows
187 rows, $45.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Carpenters Labor-Management Pension Plan202528NONE$32,386
IAM National Pension Fund202428 51NONE$2.3M
Sound Retirement Trust202450 51 52 99NONE$1.7M
Screen Actors Guild - Producers Pension Plan202428 51 52NONE$1.6M
Southern California Ibew-Neca Pension Plan202428 51 52 99NONE$1.6M
Marsh & Mclennan Companies Retirement Plan202428 51NONE$1.6M
United Food & Commercial Workers Intl Union - Industry Pension Fund202451NONE$848,461
American Federation of Musicians and Employers' Pension Fund and Subsidiary202428 51 52NONE$800,000
Ohio Carpenters' Pension Plan202427 50 51 52NONE$741,821
American Electric Power System Retirement Plan202428 50 51NONE$661,125
Legacy Plan of the National Retirement Fund202451 52NONE$399,154
Ibew Local 595 Pension Plan202452NONE$372,079
NEW York District Council of Carpenters Pension Pl202428 51NONE$371,726
Electrical Workers Local No. 26 Pension Trust Fund202452 99SERVICE PROVIDER$364,500
Carpenters Pension Trust Fund for Northern California202428 52NONE$289,312
Central Pension Fund of the Iuoe & Participating Employers202427NONE$270,565
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan202428 51 52 99NONE$214,198
Plumbers & Steamfitters Local 21 Pension Fund202428 51SERVICE PROVIDER$155,700
Truck Drivers & Helpers Local Union No. 355 Retirement Plan202452INVESTMENT MANAGER$132,626
BAC Local No. 1 Washington Pension Trust202416 27 50 52NONE$125,026
Heating, Piping and Refrigeration Pension Fd Pension Fund202452SERVICE PROVIDER$120,375
Thrivent Individual Pension Account Plan202427 50NONE$93,121
Ufcw Unions and Participating Employers Pension Plan202428 51 52 99NONE$88,297
Eastern Shore Teamsters Pension Fund202428 52INVESTMENT MANAGER$72,023
Pension Plan for Employees at Ornl202428NONE$68,750
Construction Industry Laborers Pension Fund202428 50 52INVESTMENT MANAGER$60,178
Consolidated Retirement Plan202451 52NONE$48,384
Marathon Petroleum Retirement Plan202428 50 51NONE$47,320
Massachusetts Bricklayers & Masons Pension Plan202428 52NONE$36,387
Electrical Workers Local No. 292 Pension Plan202428 52NONE$33,951
Local Union No. 124 I. B. E. W. Pension Trust Fund202428 51NONE$29,147
Pension Fund of Cement Masons Union Local No. 502202428 52NONE$26,080
Ufcw Consolidated Pension Fund202451 52 99NONE$19,557
32bj Connecticut Pension Fund202428 51NONE$10,259
Amalgamated Retail Retirement Fund202452NONE$7,092
United Furniture Workers Pension Fund a202451INVESTMENT MANAGER$5,395
Speedway Retirement Plan202428 50 51NONE$5,089
Upstate New York Bakery Drivers and Industry Pension Fund202452NONE
Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United202428 52NONE
Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund202428NONE
Twu-Westchester Private Bus Lines Pension Trust202428 52NONE
I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan202428 52NONE
Central Pennsylvania Teamsters Defined Benefit Plan202428 52NONE
International Brotherhood of Electrical Workers Local Union No 226 Open End Pension Fund202428 52NONE
NEW England Health Care Employees Pension Plan202428 52 72NONE
Tri-State Carpenters and Joiners Pension Trust Fund202452NONE
Carpenters Pension Fund of Illinois202428 52NONE
N.e.c.a.-I.b.e.w. Local Union No. 35 Pension Fund202428 52NONE
Laborers Local 57 Industrial Pension Plan202428 52NONE
Ufcw International Union-Industry Variable Annuity Pension Plan202428 52NONE
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust202452NONE
Operative Plasterers & Cement Masons Officers & Employees Pension Fund202428 52NONE
Ufcw Union Local 919 & Contributing Employers' Food Pension Fund202428 52NONE
Southern Ct Ibew Pension Plan202428 52NONE
Warehouse Employees Union Local No. 730 Pension Trust Fund202428 52NONE
Hollow Metal Pension Fund202428 52NONE
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity202428 51NONE
International Brotherhood of Electrical Workers Local Union 98 Pension Plan202428 52NONE
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund202428 52NONE
1199seiu Home Care Employees Pension Fund202452NONE
1199seiu Health Care Employees Pension Fund202452NONE
IAM National Pension Fund202328 51NONE$2.8M
Sound Retirement Trust202350 51 52 99NONE$1.7M
Marsh & Mclennan Companies Retirement Plan202328 51NONE$1.6M
Screen Actors Guild - Producers Pension Plan202328 51 52NONE$1.4M
3m Employee Retirement Income Plan202328 50 51 52NONE$1.2M
United Food & Commercial Workers Intl Union - Industry Pension Fund202351NONE$926,954
Ohio Carpenters' Pension Plan202327 50 51 52NONE$875,266
American Federation of Musicians and Employers' Pension Fund and Subsidiary202328 51 52NONE$800,000
Legacy Plan of the National Retirement Fund202351 52NONE$619,839
American Electric Power System Retirement Plan202328 50 51NONE$562,500
Ibew Local 595 Pension Plan202352NONE$527,446
NEW York District Council of Carpenters Pension Pl202328 51NONE$472,383
Electrical Workers Local No. 26 Pension Trust Fund202352 99SERVICE PROVIDER$405,000
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan202328 51NONE$386,688
Heating, Piping and Refrigeration Pension Fd Pension Fund202352SERVICE PROVIDER$326,734
Pension Plan for Employees at Ornl202328NONE$275,000
Plumbers & Steamfitters Local 21 Pension Fund202328 51SERVICE PROVIDER$272,300
Central Pension Fund of the Iuoe & Participating Employers202327NONE$196,075
Twu-Westchester Private Bus Lines Pension Trust202327 52NONE$179,536
Southern California Ibew-Neca Pension Plan202351 52 99NONE$149,625
Truck Drivers & Helpers Local Union No. 355 Retirement Plan202352INVESTMENT MANAGER$147,127
Consolidated Retirement Plan202351 52NONE$120,599
Ufcw Unions and Participating Employers Pension Plan202328 51 52 99NONE$98,107
Thrivent Individual Pension Account Plan202327 50NONE$93,523
Eastern Shore Teamsters Pension Fund202328 52INVESTMENT MANAGER$90,000
Local Union No. 124 I. B. E. W. Pension Trust Fund202328 51NONE$88,605
Eighth District Electrical Pension Fund202328 52NONE$83,729
BAC Local No. 1 Washington Pension Trust202316 27 50 52NONE$54,486
Marathon Petroleum Retirement Plan202328 50 51NONE$51,159
32bj Connecticut Pension Fund202328 51NONE$42,060
Ufcw Consolidated Pension Fund202351 52 99NONE$40,857
Massachusetts Bricklayers & Masons Pension Plan202328 52NONE$40,498
Midwest Pension Plan202351SEE ATTACHED (2)$28,800
I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan202328 51 52NONE$19,465
Pension Fund of Cement Masons Union Local No. 502202328 52NONE$16,323
Southern Ct Ibew Pension Plan202328 51 52NONE$15,681
International Foundation Employees Retirement Plan202328 50 51NONE$14,419
Amalgamated Retail Retirement Fund202352NONE$10,857
Electrical Workers Local No. 292 Pension Plan202328 52NONE$10,548
United Furniture Workers Pension Fund a202351INVESTMENT MANAGER$7,238
Speedway Retirement Plan202328 50 51NONE$5,502
Carpenters Pension Fund of Illinois202328 52NONE
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity202328 51NONE
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust202352NONE
Steelworkers Pension Trust202351 99NONE
Central Pennsylvania Teamsters Defined Benefit Plan202328 52NONE
Tri-State Carpenters and Joiners Pension Trust Fund202352NONE
Operative Plasterers & Cement Masons Officers & Employees Pension Fund202328 52NONE
Ufcw Union Local 919 & Contributing Employers' Food Pension Fund202328 52NONE
Hollow Metal Pension Fund202328 52NONE
International Brotherhood of Electrical Workers Local Union 98 Pension Plan202328 52NONE
NEW England Health Care Employees Pension Plan202328 52 72NONE
Warehouse Employees Union Local No. 730 Pension Trust Fund202328 52NONE
1199seiu Greater New York Pension Fund202352NONE
Ibew Local Union No. 98, Zone 2 Pension Trust Fund202328 52NONE
Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United202328 52NONE
1199seiu Home Care Employees Pension Fund202352NONE
Carpenters Pension Trust Fund for Northern California202328 52NONE
Jacksonville Plumbers and Pipefitters Pension Plan202352 99NONE
N.e.c.a.-I.b.e.w. Local Union No. 35 Pension Fund202328 52NONE
Laborers Local 57 Industrial Pension Plan202328 52NONE
Upstate New York Bakery Drivers and Industry Pension Fund202352NONE
Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund202328NONE
Ufcw International Union-Industry Variable Annuity Pension Plan202328 52NONE
1199seiu Health Care Employees Pension Fund202352NONE
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund202328 52NONE
IAM National Pension Fund202228 51NONE$2.2M
Sound Retirement Trust202250 51 52 99NONE$1.7M
Marsh & Mclennan Companies Retirement Plan202228 51NONE$1.6M
Screen Actors Guild - Producers Pension Plan202228 51 52NONE$1.4M
United Food & Commercial Workers Intl Union - Industry Pension Fund202251NONE$1.0M
Ohio Carpenters' Pension Plan202227 50 51 52NONE$811,257
American Federation of Musicians and Employers' Pension Fund and Subsidiary202228 51NONE$600,000
Southern California Ibew-Neca Pension Plan202251 52 99NONE$486,623
American Electric Power System Retirement Plan202228 50 51NONE$481,250
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan202228 51NONE$454,978
Pension Plan for Employees at Ornl202228NONE$387,000
Legacy Plan of the National Retirement Fund202251 52NONE$246,962
Ibew Local 595 Pension Plan202252NONE$225,027
NEW York District Council of Carpenters Pension Pl202228 51NONE$224,774
Truck Drivers & Helpers Local Union No. 355 Retirement Plan202252INVESTMENT MANAGER$143,884
Ufcw Unions and Participating Employers Pension Plan202228 51 52 99NONE$129,693
Heating, Piping and Refrigeration Pension Fd Pension Fund202252SERVICE PROVIDER$127,138
Kansas City Cement Masons Pension Fund202213 50 52NONE$113,146
Eighth District Electrical Pension Fund202228 51NONE$93,035
Thrivent Individual Pension Account Plan202227 50NONE$90,702
Eastern Shore Teamsters Pension Fund202228 52INVESTMENT MANAGER$90,000
Carpenters Labor-Management Pension Plan202252 99NONE$88,042
Construction Industry Laborers Pension Fund202228 50 52INVESTMENT MANAGER$74,294
Form ADV readings
  • charity clients 2 Jun 26, 2026 reported
  • government clients 21 Jun 26, 2026 reported
  • institutional clients 79 Jun 26, 2026 reported
  • pension plan clients 56 Jun 26, 2026 reported
  • raum discretionary $142B Jun 26, 2026 reported
  • raum institutional $82B Jun 26, 2026 reported
  • raum total $142B Jun 26, 2026 reported
What changed