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
- Legacy US Foods Consolidated Defined Benefit Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund Investment adviser (plan)through Dec 31, 2024 Form 5500
- International Flavors & Fragrances Inc. Pension Plan Investment adviser (plan)through Nov 30, 2023 Form 5500
- Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Pension Plan for Insurance Organizations Investment adviser (plan)through Dec 31, 2022 Form 5500
- Spectrum Health Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Hsbc - North America (U.S.) Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pitney Bowes Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Auto Club Group Cash Value Plan Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- BMO U.S. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Xylem Pension Plan for U.S. Hourly Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
- Owens Corning Merged Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- US Foods Consolidated Defined Benefit Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- COX Enterprises, Inc. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Sony Music Entertainment Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pension Plan for Employees of Bae Systems Controls Inc. in Participating Bargaining Units Investment adviser (plan)through Dec 31, 2022 Form 5500
- BJC Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- BAE Systems Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- BAE Systems Land & Armaments Employees Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pension Agreement Between U.D.L.P. Ground Systems Division- York and United Steel Workers of America Local Union No. 7687 Investment adviser (plan)through Dec 31, 2022 Form 5500
- Laboratory Corporation of America Holdings Cash Balance Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Newell Brands Consolidated Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
4 allocators
- Ecolab Pension Plan Custodianthrough Dec 31, 2023
- Electrical Construction Industry Pension Plan Trusteethrough May 31, 2023
- BFI Retirement Plan Trusteethrough Dec 31, 2022
- YUM Brands Retirement Plan Trusteethrough Dec 31, 2022
Schedule C rows
393 rows, $217M direct compensation as filed
What changed
- Natural Gas Solutions North America Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif-Class a (Nisa Investment Advisors, LLC): $410,616 at 2024-12-31with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors LLC appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors, LLC appears on Cenveo Worldwide Limited Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors appears on UPS Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors L.L.C appears on Martin Marietta Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors appears on National Grid USA Companies Final Average Pay Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors appears on Northwell Health Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors LLC appears on Xcel Energy Inc. Non-Bargaining Pension Plan (south)'s Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePension Plan for Employees of American Water Works Company, Inc. & Its Designated SubsidiariesNisa Invesment Advisors, LLC no longer appears on Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedXcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining EmployeesNisa Investment Advisors LLC appears on Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNEW Century Energies, Inc. Retirement Plan for Southwestern Public Service Co. Bargaining Unit Ee and Former Non-Bargaining Unit EmployeesNisa Investment Advisors LLC appears on NEW Century Energies, Inc. Retirement Plan for Southwestern Public Service Co. Bargaining Unit Ee and Former Non-Bargaining Unit Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors no longer appears on The Pension Plan for Insurance Organizations's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit EesNisa Investment Advisors LLC appears on NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSouthern California General Sales Employers and United Food and Commercial Workers Unions Pension FundNisa Investment Advisors, LLC appears on Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors no longer appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors, LLC no longer appears on BFI Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors, LLC appears on Ufcw Consolidated Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors L.L.C. appears on Deutsche Bank Cash Account Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBakery & Confectionery Union & Industry International Pension FundNisa Investment Advisors, LLC appears on Bakery & Confectionery Union & Industry International Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors appears on Nisource Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors LLC appears on Williams Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors LLC appears on Retirement Plan for Employees of Aetna Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa appears on Afscme Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa appears on BGC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBlue Cross Blue Shield of Michigan Represented Employees' Retirement Income PlanNisa Investment Advisors, LLC no longer appears on Blue Cross Blue Shield of Michigan Represented Employees' Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBlue Cross Blue Shield of Michigan Employees' Retirement Account PlanNisa Investment Advisors, LLC no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors no longer appears on 2019 Bmw Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors, LLC appears on Usaa Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors, LLC appears on BFI Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors, LLC no longer appears on Ufcw Consolidated Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors, LLC appears on Jpmorgan Chase Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors LLC appears on Ecolab Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors, LLC no longer appears on The Nemours Foundation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Nisa Investment Advisors LLC appears on Agere Systems Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov