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

Income Research & Management Inc

unclassified
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
Schedule C rows
12 rows, $537,963 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan202428NONE$121,269
Aptargroup, Inc. Employees' Retirement Plan202428 51NONE$33,329
Pitcairn Retirement Plan202452NONE
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan202328NONE$192,581
Aptargroup, Inc. Employees' Retirement Plan202328 51NONE$31,724
Sabic Innovative Plastics Pension Plan202328 50 51NONE$29,029
DO IT Best Corp. Restated Retirement Plan202327INVESTMENT ADVISOR$24,697
Shpp Pension Plan202328 50 51NONE$7,296
Pitcairn Retirement Plan202352NONE
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan202228NONE$65,649
Aptargroup, Inc. Employees' Retirement Plan202228 51NONE$32,389
Pitcairn Retirement Plan202252NONE
What changed
  • Dec 31, 2024Holding startedGibson, Dunn & Crutcher LLP Partners Cash Balance Plan
    Gibson, Dunn & Crutcher LLP Partners Cash Balance Plan first reports an interest in Ir&m Core Bond Fund II LLC (Income Research & Management Inc): $44M at 2024-12-31
    with Income Research & Management Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceShpp Pension Plan
    Income Research and Management no longer appears on Shpp Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Income Research & Management Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceSabic Innovative Plastics Pension Plan
    Income Research and Management no longer appears on Sabic Innovative Plastics Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Income Research & Management Incaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceCottage Health Pension Plan
    Cottage Health Pension Plan no longer reports Ir&m Core Bond Fund II LLC (Income Research & Management Inc) (last held $61M at 2022-12-31; absent from the 2023-12-31 filing)
    with Income Research & Management Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship startedSabic Innovative Plastics Pension Plan
    Income Research and Management appears on Sabic Innovative Plastics Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Income Research & Management Incaskebsa.dol.gov