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

Aon

unclassified
Advisory clients on the tape
74
Schedule C, ACFR
Public-system clients
3
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
74 allocators
Other roles
360 allocators
Schedule C rows
400 rows, $203M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Masterbrand, Inc. Pension Plan202511 50NONE$804,946
True Value Company Defined Lump Sum Pension Plan202511 15 17 50NONE$378,293
Medianews Group Pension Plan202511 17NONE$292,961
Wesbanco, Inc. Defined Benefit Pension Plan202511 50ACTUARIAL$254,808
Franklin Electric Co., Inc. Pension Plan202511 50NONE$62,113
Renasant Bank Amended and Restated Pension Plan202511 50ACTUARIAL & ADMINISTRATO$42,466
Truist Financial Corporation Pension Plan202411 50NONE$7.9M
Firstenergy Corp. Master Pension Plan202411 13 16 50 65NONE$7.5M
General Dynamics Retirement Plan (government)202411 16 50ACTUARY & FORM 5500 PRE$3.2M
General Dynamics Retirement Plan (electric Boat and Mission Systems)202411 16 50ACTUARY & FORM 5500 PREP$2.8M
Piedmont Healthcare, Inc. Consolidated Retirement Plan202416 50 65CONSULTING$2.7M
General Dynamics Retirement Plan (commercial)202411 16 50ACTUARY & FORM 5500 PREP$2.6M
Syensqo USA Pension Plan202411 13 50N/A$2.4M
Ikon Office Solutions, Inc. Pension Plan202411 50NONE$2.2M
Nustar Pension Plan202411 17 50NONE$2.1M
RIO Tinto America Inc. Retirement Plan202411NONE$2.1M
Premier Health Partners Employees Retirement Plan202411 50NONE$1.8M
Bert Bell/pete Rozelle Nfl Player Retirement Plan202411 16 50NONE$1.8M
FMC Corporation Employees' Retirement Program202411 14 27 50NONE$1.7M
Johnson Controls Pension Plan202411NONE$1.7M
University Hospitals Health System, Inc. Retirement Plan202411 15 50 65ACTUARIAL$1.7M
Wellstar Health System, Inc. Pension Plan202411 15NONE$1.6M
Masterbrand, Inc. Pension Plan202411 50NONE$1.5M
The National Football League Club Employees Pension Plan202411 15 16 17 38 50NONE$1.5M
Benjamin Moore & Co. Retirement Income Plan202411NONE$1.5M
Ricoh Family Group Pension Equity Plan202411 26 50NONE$1.4M
Thermo Fisher Scientific Inc. Retirement Plan202411 15 17 50ACTUARIAL/ RECORDKEEPING$1.4M
Carefirst, Inc. Retirement Plan202411 50NONE$1.3M
JBT Corporation Employees' Retirement Program202411 50NONE$1.2M
Employees Pension Plan of Credit Suisse202416 50NONE$1.1M
Kone Inc. Employees' Retirement Plan202411 15 17 50NONE KNOWN$1.1M
Michelin Retirement Plan202411 17 50NONE$1.0M
2019 Bmw Pension Plan202411 16 50NONE$1.0M
Baptist Health System Retirement Plan202411 13 50ACTUARY/ADMINISTRATOR$993,055
Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies202411 50NONE$988,298
National Grid USA Companies Final Average Pay Pension Plan202411 16 50 65NONE$957,950
A-E-F-C Pension Plan202416 28 65NONE$950,906
BFI Retirement Plan202411 50ACTUARY$867,098
Transocean U.S. Retirement Plan202411 50NONE$861,482
Macys Inc Cash Account Pension Plan202411NONE$825,744
Dover Corporation Pension Plan202415 17 50NONE$824,599
Clarios Pension Plan Battery Division Hourly Employees202411NONE$811,014
Schaeffler Group USA Inc. Pension Plan202416 50ACTUARIAL CONSULTING$793,194
Signify North America Corporation Pension Plan202411 50SERVICE PROVIDER$779,588
Vencore, Inc. Pension Plan202411NONE$779,018
Curtiss Wright Corporation Retirement Plan202411 28 51ACTUARY$765,771
Retirement Income Plan of the Conference Board, Inc. United States Staff Members202411 17 50NONE$763,157
Meijer Omp Pension Plan202411ACTUARY$744,386
Bankers Pension Plan and Trust, 1975202411 16 28 50NONE$742,261
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation202411 50 65ACTUARY$728,394
Ryerson Pension Plan202411 13 50NONE$721,173
Black Hills Retirement Plan202416 50ACTUARY$720,752
Dassault Falcon Jet Corporation Retirement Income Plan202411 50ACTUARY$686,272
Wellstar Health System, Inc. Active Employees Retirement Plan B202411 15NONE$669,891
Pension Plan for Employees of Givaudan202411 14 15 16 17 38 50 64 70NONE$659,088
First National Bank of Omaha Pension Plan202411 17 28 50CONSULTANT$656,870
Imasco Holdings Group Inc and Participating Affiliates Retirement Plan202411 13 50 65NONE$656,068
Niagara Mohawk Pension Plan202411 16 50 65NONE$650,584
Nokia Retirement Income Plan202411 17 50NONE$618,181
Harte Hanks, Inc. Pension Plan I202411 13 50CONSULTANT$612,829
Lucent Technologies Inc. Pension Plan202411 17 50NONE$601,051
Avon Products Inc Personal Retirement Account Plan202411ACTUARY$589,915
Ahold USA, Inc. Pension Plan202416 27 50 65NONE$582,589
NEW York University Staff Pension Plan for Non-Contributory202411 17 50 70N/A$575,657
Westinghouse Electric Company Pension Plan202411NONE$560,983
Retirement & Pension Plan of Mriglobal (plan I)202411 50ACTUARY$553,201
Vulcan Materials Company Pension Plan202411 15 16 50ACTUARY$551,463
CMG Hourly Pension Plan202411 15 16 50ACTUARY$551,462
ERC Retirement Plan202411 15 50NONE$545,537
Verizon Pension Plan for Associates202411 16 49 50 64NONE$545,132
Revlon Employees' Retirement Plan202411 17NONE$538,568
Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln202411 16 28 49 50 51NONE$530,214
Valero Energy Corporation Pension Plan202411 50NONE$528,686
Kamehameha Schools Retirement Plan202411 16 50ACTUARIAL CONSULTING$515,019
Meijer Hourly Pension Plan202411ACTUARY$502,999
Seneca Foods Corporation Employees' Pension Benefit Plan202411 50ACTUARY$502,422
General Mills Pension Plan202411 50NONE$489,657
W.R. Grace & Co. Retirement Plan for Salaried Employees202411 17 50NONE$488,445
Clariant Corporation Combined Retirement Plan202411 50ACTUARY$483,640
Group Retirement Income Plan No. 8202411 50NONE$475,633
UBS Pension Plan202411 15 50NONE$468,169
Brown-Forman Corporation Salaried Employees Retirement Plan202411NONE$467,153
Target Corporation Pension Plan202411 17 50ACTUARY$462,591
Southeastern Ohio Regional Medical Center Pension Plan202411 50NONE$462,514
HP Inc. Pension Plan202428 50NONE$458,913
Acushnet Company Pension Plan202411 15 17 50NONE$455,061
Moen Incorporated Pension Plan202411 15 50NONE$439,646
The Lilly Retirement Plan202411 50NONE KNOWN$439,640
Finra Employees Retirement Plan202411 50NONE$438,671
Cash Balance Retirement Plan of Hallmark Cards, Inc.202411 17 50ACTUARY$435,934
MSA Pension Plan202411NONE$435,252
GAY & Robinson, Inc. Pension Plan for Hourly Employees202416 50NONE$434,916
Schindler Elevator Corporation Retirement Plan202411 16 50NONE$433,599
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates202411 15 50ACTUARY$423,600
Gatx Corporation Noncontributory Pension Plan for Salaried Employees202411 51NONE$418,255
The Consolidated Retirement Plan202411 15 50NONE$415,023
Washington Gas Light Company Employees' Pension Plan202416 50NONE$413,000
Owens Corning Merged Retirement Plan202411 50NONE$410,087
Parker Defined Benefit Pension Plan202416 28 50NONE$406,917
International-Matex Tank Terminals Pension Plan202411 15 17 50NONE$404,737
Moog Inc. Employees' Retirement Plan202411 50ACTUARIAL$403,094
DRS Consolidated Retirement Plan202411 16 50NONE$402,669
2018 US Graphic Packaging International Pension Plan202416 50NONE$389,693
Gatx Corporation Noncontributory Pension Plan for Hourly Employees202411 51NONE$385,457
General Dynamics Retirement Plan (land Systems)202416 50ACTUARY & FORM 5500 PREP$384,165
Waste Management Pension Plan for Collectively Bargained Employees202411 50ACTUARIAL$382,217
Bethesda Retirement Plan202411 50NONE$378,040
PHH Pension Plan202416 50NONE$376,219
Advansix Inc. Retirement Earnings Plan202411 50NONE$369,398
Portland Cement Association Retirement Plan202411NONE$367,505
Master Lock Pension Plan202411 15 50NONE$358,492
DTE Energy Company Retirement Plan202411 17 50NONE KNOWN$356,659
Retirement Plan for Employees of Ocean Spray Cranberries, Inc.202411 50ACTUARIAL$352,203
Beam Pension Plan202411 16 50NONE$351,797
General Dynamics Land Systems Pension Agreement202411 16 50ACTUARY & FORM 5500 PREP$350,925
Swiss Re Group U.S. Employees' Pension Plan202415 17 50NONE$347,640
British Airways Plc Pension Plan (U.S.A.)202411 13 17 50ADMINISTRATOR & ACTUARY$344,583
NFL Player Cash Balance Plan202411 16 50NONE$339,873
Centerpoint Energy Retirement Plan202411 50NONE$336,000
Pension Plan for Pactiv Evergreen202411 50NONE$335,275
Wolters Kluwer Cch, Springhouse and Waverly Pension Plan202411 16 50NONE$329,195
Verizon Management Pension Plan202411 16 49 50 64NONE$327,890
General Dynamics Retirement Plan (bath Iron Works)202416 50ACTUARY & FORM 5500 PREP$320,120
Nextera Energy, Inc. Employee Pension Plan202411 17 50NONE$316,000
Helmerich & Payne, Inc. Employees Retirement Plan202417 50CONSULTING$310,883
The Terumo Retirement Plan202411 17 50NONE$306,303
Williams Pension Plan202411 17 49 99PARTY-IN-INTEREST$296,362
Employees Retirement Plan of Hajoca Corporation202411 50NONE$293,073
Retirement Plan for Employees of Cullen/frost Bankers, Inc. & Its Affiliates202411 15 17 50NONE$287,102
Firmenich Pension Plan202411 13 50ACTUARY ADMINISTRATOR$287,102
The Retirement Plan of Central Georgia Health Systems, Inc.202411 27 28 50 51NONE$283,753
General Mills Pension Plan I202411 50NONE$281,591
Central Steel & Wire Company Retirement Plan202411 17 50NONE$280,014
Brach's Confections, Inc. Retirement Plan202411 12 15 19 27 50ACTUARY$276,794
BBA Aviation Defined Benefit Plan202413 16 50NONE$274,026
DEX Pension Plan202411 17 50NONE$273,600
The Revlon-Uaw Pension Plan202411 17NONE$267,245
Wesbanco, Inc. Defined Benefit Pension Plan202411 50NONE$266,394
Chemtrade Chemicals Corporation Consolidated Pension Plan202411 16RETAINED BY CLIENT$262,467
PQ Corporation Retirement Plan202411 14PLAN ADMINISTRATOR$262,459
Retirement Plan for Employees of Aetna Inc.202411 15NONE$261,360
Covia Holdings Corporation Pension Plan202411 50NONE$255,218
Puerto Rico Financial Retirement Plan202411 13 17 38NONE$254,611
Regal Beloit America, Inc. Pension Plan202411 17 50ACTUARY$253,616
Baptist Health Care, Inc. Pension Plan202411 13 16 50NONE$252,466
Group Retirement Income Plan No.16202411 50NONE$252,360
IBM Personal Pension Plan202411 50 64PARTY-IN-INTEREST$251,263
Marathon Petroleum Retirement Plan202411 50NONE$250,913
Medianews Group Pension Plan202411 17NONE$250,787
USG Corporation Retirement Plan202411 17 50NONE KNOWN$250,507
What changed