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
William Blair Funds
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
- Elliot Health System Pension Plan Trusteethrough Dec 31, 2023
Schedule C rows
13 rows, $2.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Snap-On Incorporated Retirement Plan | 2024 | 28 51 | NONE | $342,491 |
| Kpmg Pension Plan | 2024 | 28 51 | NONE | $304,057 |
| Kpmg Partner Pension Plan | 2024 | 28 51 | NONE | $81,760 |
| Snap-On Incorporated Retirement Plan for Hourly Employees | 2024 | 28 51 | NONE | $54,657 |
| Snap-On Incorporated Retirement Plan | 2023 | 28 51 | NONE | $323,281 |
| Kpmg Pension Plan | 2023 | 28 51 | NONE | $180,701 |
| Kpmg Partner Pension Plan | 2023 | 28 51 | NONE | $83,381 |
| Snap-On Incorporated Retirement Plan for Hourly Employees | 2023 | 28 51 | NONE | $52,627 |
| Elliot Health System Pension Plan | 2023 | 21 | NONE | $16,667 |
| Snap-On Incorporated Retirement Plan | 2022 | 28 51 | NONE | $275,896 |
| Kpmg Pension Plan | 2022 | 28 51 | NONE | $232,964 |
| Kpmg Partner Pension Plan | 2022 | 28 51 | NONE | $105,141 |
| Snap-On Incorporated Retirement Plan for Hourly Employees | 2022 | 28 51 | NONE | $44,913 |
What changed
No dated events.