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
Boston Partners
unclassifiedMA
Advisory clients on the tape
4
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
4 allocators
- Shopmen Local Union 502 Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Employees' Retirement Plan of Acf Industries, LLC Investment adviser (plan)through Jan 31, 2024 Form 5500
- Michiana Area Electrical Workers Pension Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
- RET. Program for Ees of Viskase Companies, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
2 allocators
- Insulators and Allied Workers National Pension Fun Custodianthrough Jun 30, 2023
- American Railcar Ind, Inc. Shippers Car Line Div Ees Pen Plan Trusteethrough Apr 30, 2023
Schedule C rows
51 rows, $9.1M direct compensation as filed
What changed
- Nevada Resort Association Iatse Local 720 Retirement Plan no longer reports Boston Partners Large Cap Val Eq Fd (Boston Partners) (last held $13M at 2023-12-31; absent from the 2024-12-31 filing)with Boston Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSAN Diego County Construction Laborers' Pension Trust FundBoston Partners no longer appears on SAN Diego County Construction Laborers' Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Boston Partnersaskebsa.dol.gov
- Boston Partners appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Boston Partnersaskebsa.dol.gov
- Boston Partners no longer appears on Employees' Retirement Plan of Acf Industries, LLC's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Boston Partnersaskebsa.dol.gov
- Boston Partners no longer appears on Toyota Motor Sales, U.S.A., Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Boston Partnersaskebsa.dol.gov
- Boston Partners appears on Employees' Retirement Plan of Acf Industries, LLC's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Boston Partnersaskebsa.dol.gov