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
FID Mgmt Trust Co
unclassified
Advisory clients on the tape
21
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
21 allocators
- Retirement Plan for Employees of Southern States Pension consultantthrough Jun 30, 2025 Form 5500
- Catholic Medical Center Pension Plan Pension consultantTrusteethrough Jun 30, 2025 Form 5500
- OGE Energy Corp. Retirement Plan Pension consultantthrough Dec 31, 2024 Form 5500
- Formosa Plastics Corporation, U.S.A. Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
- Leybold USA Pension Plan Pension consultantthrough Dec 31, 2023 Form 5500
- The Retirement Income Plan of the Corporation of Fine Arts Museums Pension consultantthrough Jun 30, 2023 Form 5500
- Standex International Corporation Pension Plans Pension consultantthrough Jun 30, 2023 Form 5500
- Stormont-Vail Healthcare Retirement Plan Pension consultantthrough May 31, 2023 Form 5500
- Redland Brick Inc. Pension Plan Pension consultantthrough May 31, 2023 Form 5500
- W. B. Doner and Company Equity Pension Plan General consultantthrough Feb 28, 2023 Form 5500
- Aera Energy Services Company Cash Balance Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Prysmian Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company General consultantthrough Dec 31, 2022 Form 5500
- Meriter Health Services Employee Retirement Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Prysmian Cables and Systems Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
- First Bancorp Employees' Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Belden Brick Co. Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Fanuc Robotics America Retirement Plan Pension consultantthrough Dec 31, 2022 Form 5500
- The Oregon Tool Retirement Plan Investment adviser (plan)Trusteethrough Dec 31, 2022 Form 5500
- West Fraser, Inc. Pension Plan General consultantthrough Dec 31, 2022 Form 5500
- California Water Service Company Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
28 allocators
- Anaren Microwave, Inc. Pension Plan Actuarythrough Jun 30, 2025
- The Retirement Plan for Employees of the Decurion Corporation Actuarythrough Dec 31, 2024
- Mattel Cash Balance Plan Trusteethrough Dec 31, 2024
- Capgemini Cash Balance Retirement Plan Actuarythrough Dec 31, 2024
- Ashland Community Hospital Retirement Plan Actuarythrough Jun 30, 2024
- Briggs & Stratton, LLC Cash Balance Retirement Plan Custodianthrough Jun 30, 2024
- Pension Plan for Bargaining Group Hourly Employees of the Cambridge, Ohio Plant of Bluescope Coated Products, LLC Trusteethrough Dec 31, 2023
- Employees Pension Plan of United Conveyor Corporation Trusteethrough Dec 31, 2023
- Rayonier Advanced Materials Inc. Retirement Plan Trusteethrough Dec 31, 2023
- Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan Custodianthrough Dec 31, 2023
- Carle Health Central Illinois Pension Plan Actuarythrough Nov 30, 2023
- Neenah Consolidated Pension Plan Trusteethrough Sep 30, 2023
- Blue Diamond Growers Employees Pension Plan Trusteethrough Jun 30, 2023
- Beth Israel Lahey Health Defined Benefit Plan I Trusteethrough Jun 30, 2023
- OPT, LLC Pension Plan Trusteethrough Dec 31, 2022
- Generations Community Federal Credit Union Retirement Pension Plan Actuarythrough Dec 31, 2022
- Trivium Defined Benefit Plan Actuarythrough Dec 31, 2022
- Retirement Plan for Employees of Mississippi Lime Company Trusteethrough Dec 31, 2022
- Memc LLC Pension Plan Trusteethrough Dec 31, 2022
- Commerzbank Aktiengesellschaft Pension Plan for United States Branches Custodianthrough Dec 31, 2022
- Yorozu Automotive Tennessee, Inc. Defined Benefit Plan Actuarythrough Dec 31, 2022
- Ryder System, Inc. Retirement Plan Directed trusteethrough Dec 31, 2022
- Copyright Clearance Center, Inc. Defined Benefit Plan Actuarythrough Dec 31, 2022
- Preformed Line Products Company Hourly Employees Retirement Plan Actuarythrough Dec 31, 2022
- The Hanover Insurance Group Cash Balance Pension Plan Trusteethrough Dec 31, 2022
- Retirement Plan for the Benefit of Salaried and Other Employees of Boston Mutual Life Insurance Company Actuarythrough Dec 31, 2022
- Unify Financial Credit Union Pension Plan Trusteethrough Dec 31, 2022
- Unitypoint Health Central Illinois Pension Plan Actuarythrough Nov 30, 2022
Schedule C rows
117 rows, $36.0M direct compensation as filed
What changed
- FID Mgmt Trust Co appears on Retirement Plan for Employees of Southern States's Schedule C as pension consultant (plan year 2024 vs 2023)with FID Mgmt Trust Coaskebsa.dol.gov
- FID Mgmt Trust Co appears on Catholic Medical Center Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with FID Mgmt Trust Coaskebsa.dol.gov
- Fidelity Management Trust Co appears on Formosa Plastics Corporation, U.S.A. Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with FID Mgmt Trust Coaskebsa.dol.gov
- FID Mgmt Trust Co no longer appears on West Fraser, Inc. Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with FID Mgmt Trust Coaskebsa.dol.gov
- FID Inv Inst Ops Co appears on Ashland Community Hospital Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with FID Mgmt Trust Coaskebsa.dol.gov
- FID Mgmt Trust Co no longer appears on Trivium Defined Benefit Plan's Schedule C as general consultant (plan year 2023 vs 2022)with FID Mgmt Trust Coaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceRetirement Income Plan for Employees of Eisenhower Medical CenterFidelity Management Trust Co no longer appears on Retirement Income Plan for Employees of Eisenhower Medical Center's Schedule C as investment manager (plan year 2023 vs 2022)with FID Mgmt Trust Coaskebsa.dol.gov