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.

Investment consultant

Ingham Retirement Group

Investment consultantprobableCRD 106299
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
261
filed Mar 27, 2026
ADV institutional RAUM
$1.9B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$984M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.74; discretionary RAUM $984M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
Other roles
3 allocators
Schedule C rows
9 rows, $307,952 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
South Florida Pbs, Inc. Retirement Plan202411enrolled actuary
Western Farm Bureau Pension Plan202327INVESTMENT ADVISOR$99,770
Western Farm Bureau Pension Plan202327INVESTMENT ADVISOR$49,433
South Florida Pbs, Inc. Retirement Plan202311enrolled actuary
Western Farm Bureau Pension Plan202227INVESTMENT ADVISOR$106,550
Western Farm Bureau Pension Plan202227INVESTMENT ADVISOR$52,199
Retirement Plan for Employees of Cedar Chemical Corporation202211enrolled actuary
South Florida Pbs, Inc. Retirement Plan202211enrolled actuary
Economy Linen and Towel Service, Inc. Plant Pension Fund - Dayton202211enrolled actuary
Form ADV readings
  • institutional clients 261 Mar 27, 2026 reported
  • pension plan clients 261 Mar 27, 2026 reported
  • raum discretionary $984M Mar 27, 2026 reported
  • raum institutional $1.9B Mar 27, 2026 reported
  • raum total $2.6B Mar 27, 2026 reported
What changed
  • Dec 31, 2024Consultant changedinferenceWestern Farm Bureau Pension Plan
    Ingham Retirement Group no longer appears on Western Farm Bureau Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Ingham Retirement Groupaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceWestern Farm Bureau Pension Plan
    Ingham Retirement Group no longer appears on Western Farm Bureau Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Ingham Retirement Groupaskebsa.dol.gov