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
October Three Consulting LLC
unclassified
Advisory clients on the tape
8
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
8 allocators
- Pension Plan of Stein Seal Company Investment adviser (plan)through Oct 31, 2025 Form 5500
- Federal Signal Corporation Retirement Plan General consultantthrough Dec 31, 2024 Form 5500
- Pension Plan of Masonicare Corporation and Its Affiliates Investment adviser (plan)through Dec 31, 2024 Form 5500
- STE. Michelle Wine Estates LLC Retirement Income Plan Pension consultantthrough Dec 31, 2023 Form 5500
- Fulton County Medical Center Employees' Pension Plan Pension consultantthrough Jun 30, 2023 Form 5500
- Otterbein Homes Retirement Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Pension Plan for Eaton Employees in Puerto Rico Pension consultantthrough Dec 31, 2022 Form 5500
- JAS. W. Glover Holding Company, Ltd. Defined Benefit Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
Other roles
157 allocators
- Latham & Watkins Cash Balance Plan Actuarythrough Dec 31, 2025
- Duncan Employees Security Plan Actuarythrough Dec 31, 2025
- Goodwin Procter LLP Cash Balance Plan Actuarythrough Sep 30, 2025
- Buchalter Cash Balance Pension Plan Actuarythrough Sep 15, 2025
- Indianapolis Symphony Orchestra Pension Plan Actuarythrough Aug 31, 2025
- Marion General Hospital Employees' Retirement Plan Actuarythrough Jun 30, 2025
- Retirement Security Plan of Womble Bond Dickinson (US) LLP - Plan D Actuarythrough Feb 28, 2025
- Grant Thornton Advisors LLC Employees' Retirement Plan Actuarythrough Dec 31, 2024
- Retirement Security Plan of Womble Bond Dickinson (US) LLP - Plan C Actuarythrough Dec 31, 2024
- Partners' Pension Plan of Hughes Hubbard & Reed Actuarythrough Dec 31, 2024
- Odfjell Holdings (US) Inc. Defined Benefit Plan Actuarythrough Dec 31, 2024
- Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. Actuarythrough Dec 31, 2024
- American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof Actuarythrough Dec 31, 2024
- Nuclear Energy Institute, Inc. Employees Pension Plan Actuarythrough Dec 31, 2024
- Allen Matkins Cash Balance Pension Plan III Actuarythrough Dec 31, 2024
- October Three Prime Plan Actuarythrough Dec 31, 2024
- Firelands Federal Credit Union Defined Benefit Plan and Trust Actuarythrough Dec 31, 2024
- Wilentz, Goldman, & Spitzer, P.A. Pension Plan Actuarythrough Dec 31, 2024
- Vertex Energy Cash Balance Plan Actuarythrough Dec 31, 2024
- Secura Employees' Pension Plan Actuarythrough Dec 31, 2024
- Metropolitan Anesthesia Network, LLP Cash Balance Plan Actuarythrough Dec 31, 2024
- Lumina Foundation for Education, Inc. Pension Plan Actuarythrough Dec 31, 2024
- Greenfield Banking Company Employees' Pension Plan Actuarythrough Dec 31, 2024
- The American Legion National Headquarters Employees' Retirement Plan Actuarythrough Dec 31, 2024
- Mechanics Laundry & Supply, Inc. Teamsters Employees Pension Plan Actuarythrough Dec 31, 2024
- Mainegeneral Health Pension Plan Actuarythrough Dec 31, 2024
- Little Rapids Corporation Employees' Pension Plan Actuarythrough Dec 31, 2024
- Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan Actuarythrough Dec 31, 2024
- The Johnstown Tribune Publishing Company Bargaining Pension Plan Actuarythrough Sep 30, 2024
- The Johnstown Tribune Publishing Company Non-Bargaining Pension Plan Actuarythrough Sep 30, 2024
- Retirement Plan of the Jewish Federations of North America Actuarythrough Jun 30, 2024
- Ballard Spahr LLP Cash Balance Pension Plan Actuarythrough Jun 30, 2024
- Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Retirement Plan for Partners Actuarythrough Dec 31, 2023
- Employees' Retirement Plan of the Kensico Cemetery Actuarythrough Dec 31, 2023
- Jackson Walker L.L.P. Partners Cash Balance Plan III Actuarythrough Dec 31, 2023
- Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan Actuarythrough Dec 31, 2023
- Calportland Company Defined Benefit Pension Plan Actuarythrough Dec 31, 2023
- Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. Actuarythrough Dec 31, 2023
- Adams and Reese LLP Group Pension Plan III Actuarythrough Dec 31, 2023
- Kleen-Rite Corporation Cash Balance Plan Actuarythrough Dec 31, 2023
- Pension Plan of York Container Company Actuarythrough Dec 31, 2023
- Medamerica Retirement Plan for Cep Physicians Actuarythrough Dec 31, 2023
- The Oregon Clinic, P.C. Cash Balance Plan Actuarythrough Dec 31, 2023
- Retirement Plan for Designated Bargaining Employees of Crane Carrier Company Actuarythrough Dec 31, 2023
- Gould Medical Group, Inc. Cash Balance Pension Plan Actuarythrough Dec 31, 2023
- Chiesa Shahinian & Giantomasi PC Cash Balance Plan Actuarythrough Dec 31, 2023
- Jackson Walker L.L.P. Partners Cash Balance Plan IV Actuarythrough Dec 31, 2023
- Intercam Financial Services Inc Cash Balance Plan Actuarythrough Dec 31, 2023
- Sloan Valve Company Employees' Pension Plan Actuarythrough Nov 30, 2023
- Sivyer Steel Castings LLC Retirement Income Plan Actuarythrough Nov 30, 2023
- Polsinelli PC Cash Balance Plan I Actuarythrough Oct 31, 2023
- Polsinelli PC Cash Balance Plan II Actuarythrough Oct 31, 2023
- Retirement Security Plan of Womble Bond Dickinson (US), LLP - Plan a Actuarythrough Sep 30, 2023
- Goodwin Procter LLP Cash Balance Retirement Plan Actuarythrough Sep 30, 2023
- Goodwin Procter LLP Cash Balance Retirement Plan II Actuarythrough Sep 30, 2023
- Retirement Security Plan of Womble Bond Dickinson (US), LLP - Plan B Actuarythrough Sep 30, 2023
- Essendant Union Employees' Pension Plan Actuarythrough Aug 31, 2023
- Iowa State Education Association Employees' Pension Trust Actuarythrough Aug 31, 2023
- Essendant Pension Plan Actuarythrough Aug 31, 2023
- Sloan Valve Company Factory Employees' Amended Pension Plan Actuarythrough Jul 31, 2023
- P&m Holding Group, LLP Cash Balance Plan Actuarythrough Jun 30, 2023
- Employees' Pension Trust of the Baby Fold Actuarythrough Jun 30, 2023
- Hunton Andrews Kurth LLP Pension Plan Actuarythrough Mar 31, 2023
- Hunton Andrews Kurth LLP Cash Balance Pension Plan Actuarythrough Mar 31, 2023
- Goulston & Storrs Cash Balance Plan for Directors Actuarythrough Mar 31, 2023
- Dixon Hughes Goodman LLP Cash Balance Plan Actuarythrough Feb 17, 2023
- Cozen O'Connor Cash Balance Plan a Actuarythrough Dec 31, 2022
- Cozen O'Connor Cash Balance Plan B Actuarythrough Dec 31, 2022
- Gwinnett Hospital System, Inc. Retirement Plan Actuarythrough Dec 31, 2022
- Schiff Hardin LLP Employees' Pension Plan Actuarythrough Dec 31, 2022
- Conner & Winters Pension Plan Actuarythrough Dec 31, 2022
- Debevoise & Plimpton LLP Cash Balance Retirement Plan for Partners Actuarythrough Dec 31, 2022
- Retirement Plan for Employees of Evraz Stratcor Inc. Actuarythrough Dec 31, 2022
- Allen & Overy LLP Cash Balance Pension Plan Actuarythrough Dec 31, 2022
- Neurosurgical Associates, Ltd. Cash Balance Pension Plan Actuarythrough Dec 31, 2022
- Keker, van Nest & Peters LLP Cash Balance Plan Actuarythrough Dec 31, 2022
- Adams and Reese LLP Group Pension Plan II Actuarythrough Dec 31, 2022
- The Talbots, Inc. Pension Plan Actuarythrough Dec 31, 2022
- Retirement Pension Plan for Employees of Jps Industries Holdings LLC Actuarythrough Dec 31, 2022
- ECR International, Inc. Defined Benefit Plan for Union Employees Actuarythrough Dec 31, 2022
- Utica Boilers, Inc./enviromaster International Corporation Db Plan Actuarythrough Dec 31, 2022
- Cooley LLP Cash Balance Plan 2018 Actuarythrough Dec 31, 2022
- Moody Bible Institute Pension Plan Actuarythrough Dec 31, 2022
- Lowenstein Sandler Retirement Shares Plan Actuarythrough Dec 31, 2022
- Levenfeld Pearlstein, LLC Cash Balance Plan Actuarythrough Dec 31, 2022
- BDO USA, LLP Cash Balance Plan Actuarythrough Dec 31, 2022
- The Nassau Companies of New York Employee Pension Plan Actuarythrough Dec 31, 2022
- Dykema Gossett PLLC Cash Balance Plan Actuarythrough Dec 31, 2022
- Venable LLP Cash Balance Plan a Actuarythrough Dec 31, 2022
- Mw&e Cash Balance Plan Actuarythrough Dec 31, 2022
- Dykema Gossett PLLC Retirement Plan Actuarythrough Dec 31, 2022
- Venable LLP Cash Balance Plan B Actuarythrough Dec 31, 2022
- Dentons US LLP Cash Balance Plan Actuarythrough Dec 31, 2022
- Jenner & Block Cash Balance Plan Actuarythrough Dec 31, 2022
- Retirement Plan for Hourly Ees at Mojave Plant Actuarythrough Dec 31, 2022
- Dinsmore & Shohl LLP Cash Balance Plan Actuarythrough Dec 31, 2022
- Retirement Plan for Hourly Ees at Colton Plant Actuarythrough Dec 31, 2022
- Glacier Northwest, Inc. Salaried Employees Pension Plan Actuarythrough Dec 31, 2022
- Lowenstein Sandler Employees' Pension Plan Actuarythrough Dec 31, 2022
- Nixon Peabody LLP Partner Parity Plan I Actuarythrough Dec 31, 2022
- Perkins Coie Cash Balance Plan Actuarythrough Dec 31, 2022
- Mayer Brown LLP U.S.A. Cash Balance Pension Plan Actuarythrough Dec 31, 2022
- Nixon Peabody LLP Partner Parity Plan II Actuarythrough Dec 31, 2022
- Retirement Plan for Hourly Ees at Rillito Plant Actuarythrough Dec 31, 2022
- Wells Manufacturing Pension Plan Actuarythrough Dec 31, 2022
- Wells Manufacturing Salaried Retirement Plan Actuarythrough Dec 31, 2022
- Grant Thornton LLP Employees' Retirement Plan Actuarythrough Dec 31, 2022
- Columbia College Chicago Pension Plan Actuarythrough Dec 31, 2022
- Willkie Farr & Gallagher LLP Partner Pension Plan Actuarythrough Dec 31, 2022
- Kirkland & Ellis LLP 2011 Retirement Plan Actuarythrough Dec 31, 2022
- Stoel Rives LLP Cash Balance Plan Actuarythrough Dec 31, 2022
- Holland & Knight Cash Balance Plan - 2019 Actuarythrough Dec 31, 2022
- Taft Stettinius & Hollister LLP Retirement Plan for Partners Actuarythrough Dec 31, 2022
- United Heritage Credit Union Defined Benefit Plan and Trust Actuarythrough Dec 31, 2022
- Akin Gump Strauss Hauer & Feld Partners' Retirement Plan Actuarythrough Dec 31, 2022
- Dechert LLP Partners Defined Benefit Plan II Actuarythrough Dec 31, 2022
- ENT and Allergy Associates, LLP Cash Balance Pension Plan I Actuarythrough Dec 31, 2022
- Eversheds Sutherland (US) LLP Cash Balance Plan a Actuarythrough Dec 31, 2022
- Eversheds Sutherland (US) LLP Cash Balance Plan B Actuarythrough Dec 31, 2022
- Dechert LLP Partners Defined Benefit Plan I Actuarythrough Dec 31, 2022
- The Gonnella Pension Plan Actuarythrough Dec 31, 2022
- ENT and Allergy Associates, LLP Cash Balance Pension Plan II Actuarythrough Dec 31, 2022
- Arentfox Schiff Flexible Deferral Plan Actuarythrough Dec 31, 2022
- Cape Radiology Group, P.C. Cash Balance Pension Plan Actuarythrough Dec 31, 2022
- Radia, Inc., P.S. Cash Balance Plan Actuarythrough Dec 31, 2022
- Holland & Knight Defined Benefit Pension Plan Actuarythrough Dec 31, 2022
- Sunwest Federal Credit Union Defined Benefit Plan and Trust Actuarythrough Dec 31, 2022
- Troutman Pepper Cash Balance Plan Actuarythrough Dec 31, 2022
- Skadden Arps Slate Meagher & Flom Cash Balance Plan Actuarythrough Dec 31, 2022
- K&l Gates Partner Cash Balance Pension Plan Beta Actuarythrough Dec 31, 2022
- Haynes and Boone, LLP Partners' Retirement Plan Actuarythrough Dec 31, 2022
- Taft Stettinius & Hollister LLP Retirement Plan for Partners - Plan 2 Actuarythrough Dec 31, 2022
- Burr & Forman LLP Cash Balance Plan Actuarythrough Dec 31, 2022
- Alixpartners, LLP Cash Balance Plan Actuarythrough Dec 31, 2022
- Snell & Wilmer L.L.P. Retirement Plan for Partners Actuarythrough Dec 31, 2022
- Chapman and Cutler LLP Cash Balance Plan Actuarythrough Dec 31, 2022
- K&l Gates Partner Cash Balance Pension Plan Alpha Actuarythrough Dec 31, 2022
- Haynes and Boone, LLP Partners' Cash Balance Plan Actuarythrough Dec 31, 2022
- Reed Smith LLP Cash Balance Retirement Plan Actuarythrough Dec 31, 2022
- Pittsburgh Glass Works Retirement Income Plan Actuarythrough Dec 31, 2022
- The A.M. Mcgregor Home Pension Plan Actuarythrough Dec 31, 2022
- Hardinge Inc. Pension Plan Actuarythrough Dec 31, 2022
- Arvos Ljungstrom LLC Pension Plan for Hourly Employees Actuarythrough Dec 31, 2022
- Vitro Flat Glass LLC Retirement Plan Actuarythrough Dec 31, 2022
- The Boston Consulting Group, Inc. U.S. Officers Retirement Plan Actuarythrough Dec 31, 2022
- Hunter Douglas Employees' Retirement Plan Actuarythrough Dec 31, 2022
- Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel Actuarythrough Dec 31, 2022
- Pension Plan for Employees of Evraz Inc. Na Actuarythrough Dec 31, 2022
- Dorsey & Whitney LLP Cash Balance Plan Actuarythrough Dec 31, 2022
- Pension Plan of Debevoise & Plimpton LLP Actuarythrough Dec 31, 2022
- Morrison & Foerster LLP Cash Balance Retirement Plan Actuarythrough Dec 31, 2022
- Momentive Technologies Pension Plan Actuarythrough Dec 31, 2022
- Arnold & Porter Cash Balance Plan and Trust Actuarythrough Dec 31, 2022
- Ballinger Company Cash Balance Plan Actuarythrough Dec 31, 2022
- Jackson Walker L.L.P. Partners Cash Balance Plan I Actuarythrough Dec 30, 2022
- Jackson Walker L.L.P. Partners Cash Balance Plan II Actuarythrough Dec 30, 2022
- Furst-Mcness Company Pension Plan Actuarythrough Dec 30, 2021
Schedule C rows
400 rows, $17.1M direct compensation as filed
What changed
- October Three Consulting LLC appears on Pension Plan of Stein Seal Company's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with October Three Consulting LLCaskebsa.dol.gov
- October Three Consulting appears on Pension Plan of Masonicare Corporation and Its Affiliates's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with October Three Consulting LLCaskebsa.dol.gov
- October Three Consulting Group LLC appears on Mott Macdonald Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with October Three Consulting LLCaskebsa.dol.gov
- October Three Consulting LLC appears on Federal Signal Corporation Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with October Three Consulting LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceJAS. W. Glover Holding Company, Ltd. Defined Benefit Pension PlanOctober Three no longer appears on JAS. W. Glover Holding Company, Ltd. Defined Benefit Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with October Three Consulting LLCaskebsa.dol.gov
- October Three Consulting LLC no longer appears on Fulton County Medical Center Employees' Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with October Three Consulting LLCaskebsa.dol.gov
- October Three Consulting LLC appears on STE. Michelle Wine Estates LLC Retirement Income Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with October Three Consulting LLCaskebsa.dol.gov
- October Three Annuity Services, LLC no longer appears on Otterbein Homes Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with October Three Consulting LLCaskebsa.dol.gov