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
BMO Harris Bank Na
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
1 allocators
- Emhart Glass U.S. Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
2 rows, $282,127 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Rite Aid Pension Plan | 2022 | 28 50 51 | INVESTMENT MANAGER | $276,452 |
| Emhart Glass U.S. Pension Plan | 2022 | 21 | NONE | $5,675 |
What changed
- BMO Harris Bank Na no longer appears on The Rite Aid Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with BMO Harris Bank Naaskebsa.dol.gov