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

Segal

unclassified
Advisory clients on the tape
9
Schedule C, ACFR
Public-system clients
6
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
10 allocators
Other roles
393 allocators
Schedule C rows
400 rows, $19.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
I.U.O.E. Local 57 Pension Plan202511NONE$387,967
Central Iowa Carpenters Pension Plan202511 17$118,717
Pipeline Industry Pension Fund202511 50NONE$100,355
International Association Pension Plan202511enrolled actuary
Local 177 Union Pension Plan202511enrolled actuary
Iuoe Local 30 Pension Fund202511enrolled actuary
Local 807 Labor Management Pension Fund202511enrolled actuary
Pipeline Industry Pension Fund202511enrolled actuary
Liuna Staff and Affiliates Pension Fund202511enrolled actuary
32bj North Pension Fund202511enrolled actuary
Laborers Local 235 Pension Fund202511enrolled actuary
32bj/broadway League Pension Fund202511enrolled actuary
Central Iowa Carpenters Pension Plan202511enrolled actuary
Liuna National (industrial) Pension Fund202511enrolled actuary
I.U.O.E. Local 57 Pension Plan202511enrolled actuary
Pension Fund of Heat and Frost Insulators Local 12202511enrolled actuary
Iuoe Local 98 Pension Plan202511enrolled actuary
United Food & Commercial Workers Intl Union - Industry Pension Fund202411 17NONE$812,153
Midwest Operating Engineers Pension Trust Fund202411 16NONE$650,520
Ufcw International Union-Industry Variable Annuity Pension Plan202411 50NONE$592,291
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan202411 50NONE$499,498
Cleveland Bakers and Teamsters Pension Fund202411 50NONE$482,145
Sheet Metal Workers' National Pension Fund202411 17NONE$387,101
Union de Tronquistas de Puerto Rico Local 901 - Pension Plan202411NONE$367,969
Central States, Southeast & Southwest Areas Pension Plan202411 49SERVICE PROVIDER$362,060
Retail, Wholesale & Department Store International Union and Industry Pension Fund202411NONE$349,375
I.U.O.E. Local 57 Pension Plan202411NONE$347,742
Plumbers' Pension Fund, Local 130, U.A.202411NONE$347,311
Chicago & Vicinity Laborers' District Council Pension Plan202411NONE$308,955
Waterfront Employers - Ila Pension Plan202411 50NONE$278,947
Rudin Management Co. Inc. Employees' Pension Trust202411 26 50NONE$261,000
Rhode Island Laborers Pension Plan202411NONE$253,851
Boilermaker-Blacksmith National Pension Trust202411 17 22 50NONE$251,958
Wisconsin Laborers' Pension Fund202411NONE$251,783
Teamsters Retirement Pension Plan202411 50NONE$250,080
Twin City Floor Covering Industry Pension Fund202411 50NONE$244,993
Graphic Communications National Pension Fund202411 17 50NONE$238,138
Minneapolis Retail Meat Cutters and Food Handlers Pension Fund202411 50NONE$233,306
Mid-America Carpenters Regional Council Pension Fund202411NONE$230,800
Scor U.S. Group Pension Plan202411NONE$228,247
Minneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension Plan202411 16 50NONE$224,655
Twin City Carpenters and Joiners Pension Fund202411 50NONE$220,720
Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.202411NONE$212,017
Minnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fund202411NONE$209,049
Iron Workers' Mid-America Pension Plan202411 50NONE$207,375
Brewery Conference/anheuser-Busch Defined Benefit Pension Plan202411 17 50NONE$201,521
Minnesota Cement Masons Pension Fund202411 17NONE$198,615
Midwestern Teamsters Pension Trust Fund202411 17NONE$198,511
Ibew Local 531 & Neca Pension Plan202411 53NONE$198,198
Twin City Hospitals - Minnesota Nurses Association Pension Plan202411 50NONE$195,488
Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund202411 17NONE$195,150
Painters and Allied Trades District Council No. 35 Pension Fund202411 50NONE$194,211
International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan202411 17 50 70NONE$189,905
Minnesota Laborers Pension Fund202411 17NONE$180,475
Ohio Operating Engineers Pension Plan202411$178,047
Employers' - Warehousemen's Pension Trust Fund202411 17NONE$175,764
ST. Louis Teamster Brewery Workers Pension Plan202411 17 50NONE$173,114
Teamsters Union No. 142 Pension Fund202411 16 50NONE$171,574
Heat & Frost Insulators and Allied Workers Local 6 Pension Fund202411 50NONE$168,703
Georgia Stevedore Association International Longshoremen's Association Pension Plan202411 16 17 50ACTUARY AND CONSULTANT$168,279
Central Laborers' Pension Fund202411 50NONE$166,740
DES Moines Iron Workers Pension Trust202411$150,974
Smart Local 265 Pension Fund202411NONE$150,068
Graphic Arts Industry Joint Pension Trust202416 27 99NONE$147,768
FOX Valley & Vicinity Construction Workers Pension Fund202411 17NONE$146,446
Tuckpointer Local 52 Pension Plan202411 50NONE$145,396
Sheet Metal Workers' Local 73 Pension Fund202411NONE$145,058
Iron Workers District Council of New England Pension Fund202416 50NONE$144,302
Greater Kansas City Laborers Pension Plan202411 50ACTUARY$143,895
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan202411 50NONE$141,380
Ufcw Union Local No. 655, Food Employer's Joint PE202411NONE$134,844
Iron Workers Local 17 Pension Fund202411 50NONE$133,121
Plumbers & Steamfitters Local 118 Pension Plan202417 50NONE$129,546
Ibew Local 701 Pension Fund202411NONE$123,249
Twin City Ironworkers Pension Plan202411 50NONE$115,655
Pipe Fitters Retirement Fund, Local 597202411NONE$109,412
Seiu Local 1 & Participating Employers Pension Trust202411 50NONE$109,233
Plumbers & Pipefitters Local Unions 502 & 633 Pens202411 16 50NONE$108,273
Electrical Construction Industry Pension Plan202411NONE$106,388
Pipeline Industry Pension Fund202411 50NONE$106,290
Pension Fund of Local 227202411NONE$106,046
Beer Industry - Local Union No. 703 Pension Fund202411NONE$105,419
International Brotherhood of Boilermakers Officers and Employees' Pension Plan202411NONE$105,040
Mo-Kan Iron Workers Pension Fund202411NONE$101,408
Ctdu - Pension Fund202411NONE$101,342
Central Iowa Carpenters Pension Plan202411 17$99,433
Seiu Local No. 4 Pension Fund202411 16NONE$96,650
Iron Workers Pension Plan of Western Pennsylvania202411 17 55NONE$95,000
Iron Workers' Locals No. 15 & 424 Pension Plan202411 49 50NONE$91,514
Mo-Kan Teamsters Pension Fund202411 17 50NONE$90,152
Sheet Metal Workers Local No. 20, Indianapolis Are202411 16 17 50NONE$89,916
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust202411$89,261
East Central Illinois Pipe Trades Pension Fund202411 17NONE$86,750
Heat & Frost Insulators Local No. 33 Pension Plan202411 50NONE$83,121
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund202416NONE$82,373
Administrative District Council 1 Pension Fund202411 17NONE$78,788
Union League Club Employees Retirement Plan202411NONE$76,945
Sheet Metal Workers Local No.20 Gary Area Pension202411 16 17NONE$72,895
Sheet Metal Workers Local No. 292 Pension Fund202411 50NONE$71,431
Building Laborers Local 310 Pension Fund202411ACTUARY$70,780
Greater Wisconsin Multi-Employer Retirement Income202411 50NONE$69,864
Local 703, I.B of T., Grocery & Food Employees' Pension Plan202411NONE$67,974
Northern Mn-Wi Area Retail Clerks Pension Fund202411NONE$67,663
Marble, Tile, and Terrazzo Workers Pension Fund202411 50NONE$66,734
Employers & Operating Engineers Local 520 Pension Fund202411 22ACTUARY AND CONSULTANT$66,154
I.B.E.W. Local 38 Pension Plan202411ACTUARY$65,914
Sheet Metal Workers Local 218(s) Pension Plan202411NONE$65,664
Sheet Metal Workers' Local 10 Pension Fund202411 50NONE$64,263
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan202411NONE$63,690
Chicago Symphony Orchestra Pension Plan202411ACTUARIAL$62,544
Plumbers Local No 98 Defined Benefit Pension Fund202411 19 27 28 31 33 50 51NONE$61,701
Birmingham P & S Local Union No. 91 Pension Fund202411NONE$61,385
U.A. Plumbers 63 & Steamfitters 353 Joint Pension202411 17NONE$61,141
Arizona Laborers & Teamsters Pension Trust Fund202411NONE$60,146
Roofers Local No. 9 Pension Plan202411 50NONE$56,716
Pipe Fitters Local Union No. 120 Pension Plan202411$56,667
Soft Drink Industry Pension Fund202411 17NONE$55,720
Material Yard Workers Local No. 1175 Pension Fund202411SERVICES RELATED$53,938
United Food and Commercial Workers Local 1546 Pension Plan202411 16 50NONE$52,500
Iron Workers St. Louis District Council Pension Trust202417NONE$52,309
Sheet Metal Workers Local 218 (c) Pension Plan202411 17NONE$50,348
Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Plan202411NONE$47,848
Derrickmens Pension Fund, Local 197202411 50NONE$47,490
Teamsters Union Local 293 Pension Plan202411$47,173
Iron Workers District Council of So Oh & Vicinity Pension Trust202411 16 50NONE$44,353
Building Trades United Pension Trust Fund Milwaukee and Vicinity202417 50NONE$42,680
The Orchestral Association Retirement Plan for Administrative Employees202411ACTUARIAL$40,420
BAR & Restaurant and On-Sale Pension Plan202411ACTUARY$40,415
Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597202411NONE$38,185
Laborers Local 231 Pension Plan202411 50NONE$36,535
The Dierbergs Market, Inc and Local 655 Variable Annuity Plan202411ACTUARIAL$35,735
Retirement Plan of the Unite Here International202411 50NONE$35,000
Local 400 Food Terminal Employees' Pension Plan202411$31,219
South Florida Electrical Workers Pension Plan202411 50NONE$30,186
ALA Lithographic Industry Pension Plan202411ACTUARY$26,464
Associated Shoe Industries Brotherhood of Shoe & Allied Craftsmen Pension Trust202411 50NONE$26,000
International Association of Machinists and Aerospace Workers Pension Plan202411 17 50NONE$25,990
Local 422 Pension Trust Fund202411N/A$25,828
Ctdu Partition Pension Fund202411NONE$21,769
Legacy Greyhound Lines, Inc./amalgamated Transit Union National Local 1700 Retirement Plan202411NONE$20,971
Plumbers Union Local No. 55 Pension Plan202411NONE$19,932
Minnesota Bakers Union Pension Plan202411NONE$16,943
Cleveland Soft Drink Workers Pension Plan202411NONE$13,491
General Building Laborers' Local 66 Pension Fund202411enrolled actuary
Sheet Metal Workers Local No. 20, Indianapolis Are202411enrolled actuary
Tuckpointer Local 52 Pension Plan202411enrolled actuary
Minneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension Plan202411enrolled actuary
1199seiu Home Care Employees Pension Fund202411enrolled actuary
Iron Workers Pension Plan of Western Pennsylvania202411enrolled actuary
Bricklayers & Allied Craftworkers Local 3 NY Rochester Chapter Pension Fund202411enrolled actuary
What changed