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
SEI Trust Company
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
4 allocators
- Composition Roofers Local #4 Pension Plan Trusteethrough Oct 31, 2023
- Nysut Employees Retirement Plan Directed trusteethrough Aug 31, 2023
- Pension Equity Plan of Doylestown Hospital Custodianthrough Jun 30, 2023
- Retirement Plan for Employees of Aquarion Company Trusteethrough Dec 31, 2022
Schedule C rows
17 rows, $7.5M direct compensation as filed
What changed
- National Automatic Sprinkler Metal Trades Pension Fund no longer reports Intech Collective Investment Trust (SEI Trust Company) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)with SEI Trust Companyaskebsa.dol.gov
- SEI Trust Company no longer appears on Retirement Plan for Employees of Aquarion Company's Schedule C as investment manager (plan year 2024 vs 2023)with SEI Trust Companyaskebsa.dol.gov
- Sheet Metal Workers Local Union No 71 Pension Plan no longer reports Intech Collective Investment Trust (SEI Trust Company) (last held $3M at 2023-05-31; absent from the 2024-05-31 filing)with SEI Trust Companyaskebsa.dol.gov
- Bricklayers Allied Craftsmen Pension Plan Local No 3 no longer reports Intech Collective Investment Trust (SEI Trust Company) (last held $3M at 2023-04-30; absent from the 2024-04-30 filing)with SEI Trust Companyaskebsa.dol.gov
- Local 670 Pension Plan no longer reports Intech Collective Investment Trust (SEI Trust Company) (last held $21M at 2022-12-31; absent from the 2023-12-31 filing)with SEI Trust Companyaskebsa.dol.gov
- Pennsylvania Heavy and Highway Contractors Pension Trust first reports an interest in SEI Secondary Opportunity Fund I (SEI Trust Company): $1M at 2023-12-31with SEI Trust Companyaskebsa.dol.gov
- Teamsters' Local 301 Pension Plan first reports an interest in Intech Collective Investment Trust (SEI Trust Company): $31M at 2023-12-31with SEI Trust Companyaskebsa.dol.gov
- Seafarers Pension Plan no longer reports Intech Collective Investment Trust (SEI Trust Company) (last held $234M at 2022-12-31; absent from the 2023-12-31 filing)with SEI Trust Companyaskebsa.dol.gov
- SEI Trust Company appears on Western Connecticut Health Network Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with SEI Trust Companyaskebsa.dol.gov
- SEI Trust Company appears on Teamsters' Local 301 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with SEI Trust Companyaskebsa.dol.gov