DFX Intelligence

1 more advisory client, 48 more Schedule C rows and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Boston Partners

unclassified· MA

unclassified

1 more advisory client, 48 more Schedule C rows and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

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

+1 more advisory client

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

2 allocators

51 rows, $9.1M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Producer-Writers Guild of America Pension Plan	2024	28 51	NONE	$683,512
Umass Memorial Health Care Pension Plan	2024	28 51 72	INVESTMENT MANAGER	$316,053
Insulators and Allied Workers National Pension Fun	2024	19 28 50 51	NONE	$267,978

+48 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Dec 31, 2024Holding endedinferenceNevada Resort Association Iatse Local 720 Retirement Plan
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 Fund
Boston 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
Dec 31, 2024Consultant changedinferenceShopmen Local Union 502 Pension Plan
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
Dec 31, 2024Consultant changedinferenceEmployees' Retirement Plan of Acf Industries, LLC
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
Dec 31, 2023Manager relationship endedinferenceToyota Motor Sales, U.S.A., Inc. Pension Plan
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

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.