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

MFS Heritage Trust Company

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
Other roles
2 allocators
Schedule C rows
54 rows, $11.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan for Employees of Puget Sound Energy, Inc.202528 51 52 68NONE$552,473
Marathon Petroleum Retirement Plan202428 50 51NONE$891,699
Retirement Plan for Employees of Puget Sound Energy, Inc.202428 51 52 68NONE$567,597
Wells Fargo & Company Cash Balance Plan202428 50 51 52 68NONE$431,765
Directors Guild of America-Producer Pension Plan Basic Benefit Plan202428NONE$345,079
Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees202428 50NONE$307,536
Edison Pension Plan202421 28 50NONE$299,766
Suncor Energy US Pension Plan202428 51NONE$196,819
Phillips 66 Retirement Plan202410 18 19 28 51 68 99INVESTMENT MANAGER$192,289
NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees202428 50NONE$159,477
NEW Century Energies, Inc. Retirement Plan for Southwestern Public Service Co. Bargaining Unit Ee and Former Non-Bargaining Unit Employees202428 50 51NONE$63,320
Cic-Toc Pension Plan202428 51 52 68NONE$44,847
Western Unite Here and Employers Pension Fund202428 51 52NONE$42,337
Xcel Energy Inc. Non-Bargaining Pension Plan (south)202428 50NONE$38,284
Lumber Industry Pension Plan202451 52 62 68NONE$29,261
Bemis Manufacturing Company Employees Pension Plan202427INVESTMENT ADVISOR$12,707
Marathon Petroleum Retirement Plan202328 50 51NONE$757,899
Retirement Plan for Employees of Puget Sound Energy, Inc.202328 51 52 68NONE$549,311
Directors Guild of America-Producer Pension Plan Basic Benefit Plan202328NONE$394,009
Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees202328 50NONE$338,929
Wells Fargo & Company Cash Balance Plan202328 50 51 52 68NONE$289,455
Edison Pension Plan202328 50 51NONE$261,805
Phillips 66 Retirement Plan202310 18 19 28 51 68 99INVESTMENT MANAGER$208,399
SAN Francisco Culinary Bartenders & Service Employees Pension Plan202328 51NONE$200,493
NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees202328 50NONE$174,083
Southern California Gas Company Pension Plan202328 51NONE$113,548
Oregon Laborers-Employers Pension Plan202328 51 68 72NONE$87,966
NEW Century Energies, Inc. Retirement Plan for Southwestern Public Service Co. Bargaining Unit Ee and Former Non-Bargaining Unit Employees202328 50 51NONE$68,210
Cic-Toc Pension Plan202328 51 52 68NONE$43,672
Xcel Energy Inc. Non-Bargaining Pension Plan (south)202328 50NONE$42,088
SAN Diego Gas & Electric Company Cash Balance Plan202328 51NONE$29,913
Lumber Industry Pension Plan202351 52 62 68NONE$17,180
Bemis Manufacturing Company Employees Pension Plan202327INVESTMENT ADVISOR$16,421
Sempra Cash Balance Plan202328 51NONE$7,909
Marathon Petroleum Retirement Plan202228 50 51NONE$816,458
Retirement Plan for Employees of Puget Sound Energy, Inc.202228 51 52 68NONE$632,394
Directors Guild of America-Producer Pension Plan Basic Benefit Plan202228NONE$432,356
Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries2022283RD PARTY$256,799
Edison Pension Plan202228 50 51NONE$239,785
SAN Francisco Culinary Bartenders & Service Employees Pension Plan202228 51NONE$233,482
Wells Fargo & Company Cash Balance Plan202228 50 51 52 68NONE$230,181
Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees202228 50NONE$222,406
NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees202228 50NONE$175,932
Southern California Gas Company Pension Plan202228 51NONE$169,311
Phillips 66 Retirement Plan202210 18 19 28 51 68 99INVESTMENT MANAGER$154,489
Construction Industry Laborers Pension Fund202228 50INVESTMENT MANAGER$83,867
NEW Century Energies, Inc. Retirement Plan for Southwestern Public Service Co. Bargaining Unit Ee and Former Non-Bargaining Unit Employees202228 50 51NONE$68,226
Xcel Energy Inc. Non-Bargaining Pension Plan (south)202228 50NONE$44,797
Bemis Manufacturing Company Employees Pension Plan202227INVESTMENT ADVISOR$43,762
SAN Diego Gas & Electric Company Cash Balance Plan202228 51NONE$42,562
Lumber Industry Pension Plan202251 52 62 68NONE$31,287
Oregon Laborers-Employers Pension Plan202228 51 68 72NONE$25,980
Cic-Toc Pension Plan202228 51 52 68NONE$23,214
Sempra Cash Balance Plan202228 51NONE$10,789
What changed