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
Factset
unclassified
Advisory clients on the tape
4
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
4 allocators
- Fedex Corporation Employees' Pension Plan Investment adviser (plan)through May 31, 2024 Form 5500
- 1199seiu Health Care Employees Pension Fund Investment adviser (plan)through Dec 31, 2023 Form 5500
- Jpmorgan Chase Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- IBM Personal Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
12 rows, $3.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Jpmorgan Chase Retirement Plan | 2024 | 27 51 | NONE | $661,037 |
| Fedex Corporation Employees' Pension Plan | 2024 | 27 | NONE | $316,524 |
| IBM Personal Pension Plan | 2024 | 15 16 50 | PARTY-IN-INTEREST | $271,375 |
| The Travelers Pension Plan | 2024 | 28 50 | NONE | $177,774 |
| Jpmorgan Chase Retirement Plan | 2023 | 27 51 | NONE | $630,387 |
| IBM Personal Pension Plan | 2023 | 15 16 50 | PARTY-IN INTEREST | $317,555 |
| The Travelers Pension Plan | 2023 | 28 50 | NONE | $171,155 |
| Fedex Corporation Employees' Pension Plan | 2023 | 27 | NONE | $24,565 |
| 1199seiu Health Care Employees Pension Fund | 2023 | 27 | NONE | |
| Jpmorgan Chase Retirement Plan | 2022 | 27 51 | NONE | $491,938 |
| IBM Personal Pension Plan | 2022 | 15 16 50 | PARTY-IN INTEREST | $204,754 |
| The Travelers Pension Plan | 2022 | 28 50 | NONE | $161,561 |
What changed
- Factset no longer appears on 1199seiu Health Care Employees Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Factsetaskebsa.dol.gov
- Factset appears on Fedex Corporation Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Factsetaskebsa.dol.gov