DFX Intelligence

This firm's name, 35 more advisory clients, 109 more Schedule C rows and 9 more dated events

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

Investment consultant

unclassified

This firm's name, 35 more advisory clients, 109 more Schedule C rows and 9 more dated events

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

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

38 allocators

Neenah Consolidated Pension Plan Investment adviser (plan)General consultantthrough Sep 30, 2025 Form 5500
United Mine Workers of America 1974 Pension Plan General consultantthrough Jun 30, 2024 Form 5500
Alaska Electrical Pension Plan Investment adviser (plan)General consultantthrough Dec 31, 2023 Form 5500

+35 more advisory clients

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

112 rows, $8.9M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Retirement Security Plan	2024	16 50	CONSULTANT	$353,595
Marathon Petroleum Retirement Plan	2024	27 50	NONE	$271,733
California Ironworkers Field Pension Trust	2024	27 50	NONE	$258,065

+109 more Schedule C rows

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

Dec 31, 2024Manager relationship startedThe Cultural Institutions Pension Plan
Rvk appears on The Cultural Institutions Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceUnited Mine Workers of America 1974 Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedUSG Corporation Retirement Plan
RVK, Inc. appears on USG Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceWindstream Pension Plan
RVK, Inc. no longer appears on Windstream Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceKpmg Partner Pension Plan
RVK, Inc no longer appears on Kpmg Partner Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov

+9 more dated events

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