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
Schwab Retirement Plan Services
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
31 allocators
- WBC Holdings, L.P. Cash Balance Retirement Plan Actuarythrough Dec 31, 2025
- Littler Mendelson P.C. Cash Balance Pension Plan Actuarythrough Dec 31, 2024
- Rogers Group Inc & Its Affiliates Retirement Plan Actuarythrough Dec 31, 2023
- Orrick, Herrington & Sutcliffe LLP Defined Benefit Plan Actuarythrough Dec 31, 2023
- Sharp Electronics Corporation Pension Plan Actuarythrough Mar 31, 2023
- Orix Financial Services, Inc. Retirement Plan Actuarythrough Dec 31, 2022
- Newbury Corporation Pension Plan Actuarythrough Dec 31, 2022
- Redstone Federal Credit Union Defined Benefit Plan Actuarythrough Dec 31, 2022
- Texas Medical Liability Trust Cash Balance Plan Actuarythrough Dec 31, 2022
- PGA Tour Employees Retirement Plan Actuarythrough Dec 31, 2022
- Alliance for Audited Media Retirement Income Plan Actuarythrough Dec 31, 2022
- Interstate Batteries Employees Pension Plan Actuarythrough Dec 31, 2022
- South Texas Radiology Group P.A. Cash Balance Pension Plan Actuarythrough Dec 31, 2022
- Pension Plan Basic American Foods Actuarythrough Dec 31, 2022
- Arclin Retirement Plan Actuarythrough Dec 31, 2022
- Mott Macdonald Defined Benefit Pension Plan Actuarythrough Dec 31, 2022
- Yokogawa Corporation of America Pension Plan Actuarythrough Dec 31, 2022
- Cohen & Company Cash Balance Plan Actuarythrough Dec 31, 2022
- Sanden International U.S.A., Inc. Pension Plan Actuarythrough Dec 31, 2022
- National Association of Broadcasters Retirement Income Plan Actuarythrough Dec 31, 2022
- Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan Actuarythrough Dec 31, 2022
- Loomis-Sayles Funded Pension Plan Actuarythrough Dec 31, 2022
- Nexans USA Inc. Salaried and Hourly Pension Plan Actuarythrough Dec 31, 2022
- Nexans Energy USA Inc. Hourly Pension Plan-Chester Actuarythrough Dec 31, 2022
- Orrick, Herrington & Sutcliffe, LLP Partners' Pension Plan Actuarythrough Dec 31, 2022
- Society for Human Resource Management Pension Plan and Trust Actuarythrough Dec 31, 2022
- Mid-Ohio Emergency Services, LLC Cash Balance Plan Actuarythrough Dec 31, 2022
- Natixis US Cib Defined Benefit Pension Plan Actuarythrough Dec 31, 2022
- Institute of Nuclear Power Operations Pension Plan Actuarythrough Dec 31, 2022
- Nintendo of America Inc. Defined Benefit Retirement Plan Actuarythrough Dec 31, 2022
- AAA Cooper Transportation Pension Plan for Eligible Employees Actuarythrough Dec 31, 2022
Schedule C rows
83 rows, $254,881 direct compensation as filed
What changed
No dated events.