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

Nisa Investment Advisors, LLC

unclassifiedMO
Advisory clients on the tape
23
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
23 allocators
Other roles
4 allocators
Schedule C rows
393 rows, $217M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Premera Pension Equity Plan202528 51INVESTMENT MANAGER$554,453
Relx Inc. US Retirement Plan202528 50 51NONE$505,478
Bass Retirement Plan202528 51NONE$36,043
Group Retirement Income Plan No. 8202428 50 51NONE$15.6M
IBM Personal Pension Plan202451PARTY-IN INTEREST$4.0M
Consolidated Edison Retirement Plan202428 51NONE$2.7M
Pacific Gas and Electric Company Retirement Plan202428 50 51NONE$2.2M
Wells Fargo & Company Cash Balance Plan202428 50 51NONE$2.1M
3m Employee Retirement Income Plan202428 50 51NONE$1.8M
DOW Employees' Pension Plan202428 50 51NONE KNOWN$1.7M
BMO U.S. Pension Plan202427 50NONE$1.5M
Target Corporation Pension Plan202428 51INVESTMENT MANAGEMENT$1.5M
Pepsico, Inc. Employees Retirement Plan H202451NONE$1.4M
COX Enterprises, Inc. Pension Plan202427 50NONE$1.3M
Pinnacle West Capital Corporation Retirement Plan202428 51NONE$1.3M
The Bank of America Pension Plan202428 50 51NONE$1.3M
The Southern Company Pension Plan202428 51NONE$1.2M
Afscme Employees Pension Plan202428 51NONE$1.1M
Ameren Retirement Plan202428 51NONE$1.1M
Pepsico Employees Retirement Plan I202451NONE$1.1M
Truist Financial Corporation Pension Plan202428 50NONE$1.1M
Sysco Corporation Retirement Plan202451INV-MGMT$1.1M
Hsbc - North America (U.S.) Pension Plan202427 50NONE$1.1M
Firstenergy Corp. Master Pension Plan202428 50 51NONE$1.0M
Jpmorgan Chase Retirement Plan202428 51NONE$1.0M
Celanese Americas Retirement Pension Plan202428 51INVESTMENT MANAGER$1.0M
Ups/ibt Full-Time Employee Pension Plan202428 50NONE$988,895
Highmark Retirement Plan202428 50NONE$969,676
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries202428 50 51NONE$913,917
Ntess Retirement Income Plan202428 51NONE$911,551
United Steelworkers International Union Staff Pension Plan202428INVESTMENT MANAGER$907,544
The Tjx Companies, Inc Retirement Plan202428NONE$811,860
Usaa Pension Plan202428 50 51NONE$781,975
Kennametal Inc. Retirement Income Plan202428 51INVESTMENT MANAGEMENT$760,001
BAE Systems Employees' Retirement Plan202427 28NONE$746,644
Altria Retirement Plan202428 51INVESTMENT MANAGER$723,895
Nyseg and Rge Pension Plan202428NONE$694,087
BJC Pension Plan202427 50 51NONE$684,430
Snap-On Incorporated Retirement Plan202428 51NONE$678,506
Comerica Incorporated Retirement Income Account Plan202428 51NONE$639,481
Stanley Black & Decker Pension Plan202428NONE$635,204
Morgan Stanley Employees Retirement Plan202428 50 51NONE$628,395
UPS Retirement Plan202428 50NONE$545,651
Intermountain Healthcare Pension Plan202428 51NONE$527,000
FMC Corporation Employees' Retirement Program202428 50 51NONE$526,165
Westrock Company Consolidated Pension Plan202428 51NONE$524,922
Relx Inc. US Retirement Plan202428 50 51NONE$512,382
Premera Pension Equity Plan202428 51INVESTMENT MANAGER$495,110
Automatic Data Processing Inc Pension Retirement Plan202451INVESTMENT MANAGEMENT$487,882
Bakery & Confectionery Union & Industry International Pension Fund202428 51NONE$468,441
Ernst & Young Inactive Defined Benefit Retirement Plan202450 51FUND MANAGER$462,812
The Aerospace Employees' Retirement Plan (aerp)202428 51NONE$456,177
Accenture United States New Pension Plan202428 50NONE$454,929
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008202451NONE$451,177
Ufcw Consolidated Pension Fund202428 51NONE$421,165
UPS Pension Plan202428 50NONE$419,792
Factory Mutual Insurance Company Pension Plan202428 51NONE$417,130
Tiffany and Company Pension Plan202428 51NONE$380,641
Pitney Bowes Pension Plan202427 28 51 71NONE$374,859
Duquesne Light Company Defined Benefit Retirement Plan202428NONE$354,137
Chanel, Inc. Pension Plan202428 50INVESTMENT MANAGEMENT$352,283
The New York Times Companies Pension Plan202428 51PLAN ASSET INVSTMNT MGR$350,396
Rockwell Automation Pension Plan202428 50NONE$347,615
Marsh & Mclennan Companies Retirement Plan202428 51NONE$343,593
Ahold USA, Inc. Pension Plan202428 50 65NONE$335,711
Retirement Plan for Employees of Multicare Health System202428 50 52NONE$335,321
Harley-Davidson Retirement Plan202451NONE$332,087
Dover Corporation Pension Plan202428 51NONE$326,539
Northwell Health Pension Plan202428NONE$313,457
Agere Systems Pension Plan202428 51NONE$312,606
Syngenta Corporation Pension Plan202428 50 51NONE$307,450
Avantor Pension Plan202428 51NONE$301,665
Spectrum Health Pension Plan202427 28 50 51NONE$299,891
The Auto Club Group Cash Value Plan Pension Plan202427INADV-PL$299,411
Meritor, Inc. Retirement Plan202428 51NONE$294,453
Xylem Pension Plan for U.S. Hourly Employees202427 50INVESTMENT ADVISORY$288,419
Kimberly-Clark Corporation Pension Plan202428 50 51INV. MANAGER$283,270
Electrical Construction Industry Pension Plan202421NONE$280,866
American Electric Power System Retirement Plan202428 50 51NONE$274,174
Legacy US Foods Consolidated Defined Benefit Retirement Plan202427 50 51NONE KNOWN$265,952
Laboratory Corporation of America Holdings Cash Balance Retirement Plan202427 51INVESTMENT MANAGEMENT$264,320
First Horizon Corporation Pension Plan202451NONE$260,643
American Air Liquide Holdings, Inc. Retirement Plan202428 50 51NONE$257,994
Nisource Pension Plan202428 50 51NONE$238,590
United Mine Workers of America 1974 Pension Plan202428 50 51NONE$229,025
Williams Pension Plan202428 31 51PARTY-IN-INTEREST$224,458
Retirement Plan for Employees of Devon Energy Corporation202428 51NONE$219,137
Ikon Office Solutions, Inc. Pension Plan202428 50NONE$218,853
Dairy Farmers of America, Inc. Retirement Plan202428 51NONE$213,034
Pace International Union Pension Plan202428INVESTMENT MANAGER$212,551
Pension Plan of the Segal Company202428 51INVESTMENT MANAGER$207,926
Ecolab Pension Plan202418 19 28 51NONE$206,635
Csaa Insurance Group Cash Balance Retirement Plan202428 50INVESTMENT MANAGEMENT$200,000
American Cancer Society, Inc. Retirement Annuity Plan202428NONE$199,621
Newell Brands Consolidated Pension Plan202427 50INV-MGMT$199,592
Thomson Reuters Group Pension Plan202428 51NONE$197,210
Siemens Pension Plan202428 50 51NONE$185,963
WK Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan202428 50NONE$185,727
Union Carbide Employees' Pension Plan202428 50 51NONE KNOWN$163,648
Retirement Plan for Employees of Aetna Inc.202428 51NONE$160,096
YUM Brands Retirement Plan202421 24 28 34 50 51NONE$160,000
Siemens Energy, Inc. Pension Plan202428 50 51NONE$160,000
Energizer Holdings, Inc. Retirement Plan202428 51NONE$155,714
Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees202428 50NONE$155,309
NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees202428 50NONE$151,171
Unum Group Pension Plan202428 51NONE$145,756
Abc-Nabet Retirement Trust Fund202428 51NONE$140,416
Group Retirement Income Plan No.16202428 50 51NONE$130,727
CMP Pension Plan202428NONE$121,257
Snap-On Incorporated Retirement Plan for Hourly Employees202428 51NONE$108,281
Ricoh Family Group Pension Equity Plan202428 50NONE$89,882
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund202427 50NONE$82,033
The United Illuminating Company Pension Plan202428NONE$75,475
Deutsche Bank Cash Account Pension Plan202428 50NONE$67,692
JBT Corporation Employees' Retirement Program202428 50NONE$67,490
Martin Marietta Pension Plan202428 51NONE$65,392
Pension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc.202428NONE$64,910
NEW Century Energies, Inc. Retirement Plan for Southwestern Public Service Co. Bargaining Unit Ee and Former Non-Bargaining Unit Employees202428 50NONE$60,092
CNG Pension Plan202428NONE$40,029
Greater Lafayette Health Services, Inc. Pension Security Plan202428 51NONE$33,679
Bass Retirement Plan202428 51NONE$31,085
National Girl Scout Council Retirement Plan202428 51NONE$26,225
Cenveo Worldwide Limited Pension Plan202428NONE$25,863
Xcel Energy Inc. Non-Bargaining Pension Plan (south)202428 50NONE$23,725
SCG Pension Plan202428NONE$23,573
Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees202427INVESTMENT ADV.$23,505
IPL Retirement Plan for Bargaining Unit Ees202428INVESTMENT MANAGER$19,479
Wisconsin Power & Light Co. Retirement Plan B202428INVESTMENT MANAGER$17,337
Alliant Energy Cash Balance Pension Plan202428INVESTMENT MANAGER$15,497
National Grid USA Companies Final Average Pay Pension Plan202428 50NONE$15,369
IBT Consolidated Pension Plan202428NONE$13,762
Owens Corning Merged Retirement Plan202427 50 51NONE$12,178
Avangrid Renewables LLC Retirement Plan202428NONE$7,082
BGC Pension Plan202428NONE$6,850
IBM Personal Pension Plan202351PARTY-IN INTEREST$5.0M
Consolidated Edison Retirement Plan202328 51NONE$2.5M
Pacific Gas and Electric Company Retirement Plan202328 50 51NONE$2.2M
Wells Fargo & Company Cash Balance Plan202328 50 51NONE$2.1M
Truist Financial Corporation Pension Plan202328 50NONE$2.0M
3m Employee Retirement Income Plan202328 50 51NONE$1.7M
Target Corporation Pension Plan202328 51INVESTMENT MANAGEMENT$1.4M
Pepsico, Inc. Employees Retirement Plan H202351NONE$1.4M
Pinnacle West Capital Corporation Retirement Plan202328 51NONE$1.3M
DOW Employees' Pension Plan202328 50 51NONE KNOWN$1.3M
Pepsico Employees Retirement Plan I202351NONE$1.2M
The Bank of America Pension Plan202328 50 51NONE$1.2M
The Southern Company Pension Plan202328 51NONE$1.2M
Ntess Retirement Income Plan202328 51NONE$1.2M
BMO U.S. Pension Plan202327 50NONE$1.2M
Jpmorgan Chase Retirement Plan202328 51NONE$1.1M
What changed