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

MG Trust Company DBA Matrix Trust

unclassified
Advisory clients on the tape
2
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
2 allocators
Other roles
58 allocators
Schedule C rows
150 rows, $11.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Jackson Lewis P.C. Cash Balance Plan II202515 21 28 50 51 52 64RECORDKEEPER$37,969
The New York Community Trust Retirement Plan202521 50NONE$34,642
The People's Credit Union Defined Benefit Plan and Trust202521 62 63NONE$12,085
Retirement Plan of San Jose Water Company202421 28 51NONE$1.5M
Retirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLP202433 49 50 51 52 59 60 62 63 72INVESTMENT MANAGER$600,057
Pension Plan of Justice Resource Institute, Inc.202428 49 50NONE$505,361
Morrison & Foerster LLP Cash Balance Retirement Plan202415 19 25 50N/A$453,686
U.A. Local No. 393 Defined Benefit Pension Plan202419 21 50 62NONE$135,205
Employees' Retirement Plan of Hartley & Parker Limited, Inc.202421 27 28NONE$122,276
Retirement Plan for Employees of Ion Bank202428 71NONE$101,829
Peoples Alliance Federal Credit Union Defined Benefit Plan202419 21 50NONE$80,102
NEW York Independent System Operator Pension Plan202421 25 31 50NONE$77,964
The New York Community Trust Retirement Plan202421 50NONE$66,442
Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan202415 21 57 59 60 61 62 63 64TRUSTEE$61,336
Ibew 332 Pension Plan - Part a202419 50NONE$44,720
Mw&e Cash Balance Plan202421NONE$41,275
Woolrich, Inc. Pension Plan202421 50NONE$41,030
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies202421 50 59 60 62 64 65TRUSTEE$34,346
Ohio Education Association Union Pension Plan202421 25 50 51 53 59 60 61 62 68 99NONE$32,995
Western Farm Bureau Pension Plan202418 21CUSTODIAN$28,243
PMC Consolidated Pension Plan Covering Certain Employee Groups202419 21NONE$26,376
Wingspan Care Group Defined Benefit Retirement Plan202415 21 50TRUSTEE$24,692
Western Farm Bureau Pension Plan202418 21CUSTODIAN$24,617
South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees202416 21 50NONE$23,627
The Jackson Lewis P.C. Cash Balance Plan II202415 21 28 50 51 52 64RECORDKEEPER$22,118
Columbia College Chicago Pension Plan202421 50NONE$19,830
Pension Plan for Hawaii Dental Service202421 64NONE$18,302
Davis Wright Tremaine LLP Cash Balance Pension Plan202421NONE$16,957
Dechert LLP Partners Defined Benefit Plan I202421NONE$15,354
Pension Plan for Employees of National Fruit Product Company, Inc.202425 27 50 62NONE$14,799
NEW York Backstretch Employees Pension Plan202421NONE$14,779
Int'l Assoc. of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement202421 50NONE$14,347
Jeff Bank Pension Plan202421 50NONE$14,004
Salaried Retirement Plan of Finch Paper, LLC202421 72NONE$13,625
Dechert LLP Partners Defined Benefit Plan II202421NONE$12,848
L.B. Foster Company Merged Retirement Plan202415 21NONE$12,668
The Niac Group Pension Plan202427NONE$12,525
Nichimen America, Inc. Pension Plan202415 21NONE$11,676
The People's Credit Union Defined Benefit Plan and Trust202421 62 63NONE$11,292
American Maritime Officers Pension Plan202412 19 21 25 65NONE$11,225
Building Technology Engineers, Inc. Retirement Income Plan202419 21NONE$11,151
Ashland Community Hospital Retirement Plan202411 12 15 28 38 50 59 61 62 63 64CUSTODIAN$10,622
Aabr, Inc. Pension Plan202419 50NONE$9,811
Retirement Plan for Salaried Employees of International Mill Service, Inc.202418 21 50NONE$8,916
Iacna Portable Pension Plan202421 50NONE$8,378
The Retirement Plan of the North Country Savings Bank202415 21 50 64NONE$7,410
Teamsters Local Union No. 134 Pension & Death Benefit Plan202419 50NONE$7,169
The Oregon Clinic, P.C. Cash Balance Plan202421 50NONE$6,418
Pension Plan for Employees of Centreville Savings Bank202421TRUSTEE$6,063
Burr & Forman LLP Cash Balance Plan202419 21 50NONE$5,900
RCM Industries, Inc. Defined Benefit Pension Plan202419 21INVESTMENT ADVISOR$4,997
Hutchinson Sealing Systems, Inc. Retirement Plan202421NONE
Kramer Levin Employees' Retirement Plan202419 21 25 62NONE
Retirement Plan of San Jose Water Company202321 28 51NONE$1.3M
Retirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLP202333 49 50 51 52 59 60 62 63 72INVESTMENT MANAGER$511,074
Pension Plan of Justice Resource Institute, Inc.202328 49 50NONE$427,865
Morrison & Foerster LLP Cash Balance Retirement Plan202315 19 25 50N/A$421,037
Retirement Plan for Employees of Ion Bank202328 71NONE$124,569
U.A. Local No. 393 Defined Benefit Pension Plan202319 21 50 62NONE$112,934
NEW York Independent System Operator Pension Plan202321 25 31 50NONE$80,698
U.A. Local 467 Defined Benefit Plan202319 50NONE$64,333
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies202321 50 59 60 62 64 65TRUSTEE$44,784
Woolrich, Inc. Pension Plan202321 50NONE$42,953
Mw&e Cash Balance Plan202321NONE$32,160
Ohio Education Association Union Pension Plan202321 25 50 51 53 59 60 61 62 68 99NONE$31,041
Ibew 332 Pension Plan - Part a202319 50NONE$29,245
Western Farm Bureau Pension Plan202318 21CUSTODIAN$28,192
Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan202315 21 57 59 60 61 62 63 64TRUSTEE$27,350
Dechert LLP Partners Defined Benefit Plan I202321NONE$26,745
PMC Consolidated Pension Plan Covering Certain Employee Groups202319 21NONE$25,538
Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC202321TRUSTEE$24,791
Wingspan Care Group Defined Benefit Retirement Plan202315 21 50TRUSTEE$22,855
Dechert LLP Partners Defined Benefit Plan II202321NONE$22,753
American Maritime Officers Pension Plan202312 19 21 25 51 65NONE$22,038
Columbia College Chicago Pension Plan202321 50NONE$20,504
South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees202316 21 50NONE$18,963
Pension Plan for Hawaii Dental Service202321 64NONE$16,709
Telescope Casual Furniture Inc. Union Pension Plan202318 28 50NONE$16,619
Triangle Wire & Cable, Inc. Pension Plan for Hourly Employees202321NONE$16,408
Davis Wright Tremaine LLP Cash Balance Pension Plan202321NONE$14,788
RCM Industries, Inc. Defined Benefit Pension Plan202319 21INVESTMENT ADVISOR$13,902
Salaried Retirement Plan of Finch Paper, LLC202321 72NONE$13,531
NEW York Backstretch Employees Pension Plan202321NONE$13,178
The Jackson Lewis P.C. Cash Balance Plan II202315 21 28 50 51 52 64RECORDKEEPER$13,068
The Niac Group Pension Plan202327NONE$12,762
Western Farm Bureau Pension Plan202318 21CUSTODIAN$12,416
Nichimen America, Inc. Pension Plan202315 21NONE$12,051
Hasler, Inc. Pension Plan202321 50PLAN TRUSTEE$12,026
Jeff Bank Pension Plan202321 50NONE$11,979
Rayonier Advanced Materials Inc. Retirement Plan202321 50TRUSTEE$11,466
Int'l Assoc. of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement202321 50NONE$11,321
Building Technology Engineers, Inc. Retirement Income Plan202319 21NONE$10,826
The People's Credit Union Defined Benefit Plan and Trust202321 62 63NONE$10,489
Pension Plan for Employees of National Fruit Product Company, Inc.202325 27 50 62NONE$9,626
Hutchinson Sealing Systems, Inc. Retirement Plan202321NONE$9,076
L.B. Foster Company Merged Retirement Plan202321NONE$8,602
Teamsters Local Union No. 134 Pension & Death Benefit Plan202319 50NONE$6,508
Pension Plan for Employees of Centreville Savings Bank202321TRUSTEE$5,402
Ashland Community Hospital Retirement Plan202311 12 15 28 38 50 59 61 62 63 64CUSTODIAN$3,658
Kramer Levin Employees' Retirement Plan202319 21 25 62NONE
Iacna Portable Pension Plan202321 50NONE
Retirement Plan of San Jose Water Company202221 28 51NONE$1.3M
Pension Plan of Justice Resource Institute, Inc.202228 49 50NONE$433,476
Morrison & Foerster LLP Cash Balance Retirement Plan202215 19 25 50N/A$356,880
U.A. Local No. 393 Defined Benefit Pension Plan202219 50 62NONE$201,698
U.A. Local 467 Defined Benefit Plan202219 50NONE$169,035
Ibew 332 Pension Plan - Part a202219 50NONE$158,478
Retirement Plan for Employees of Ion Bank202228 71NONE$118,380
NEW York Independent System Operator Pension Plan202221 25 31 50NONE$78,231
Woolrich, Inc. Pension Plan202221 50NONE$47,247
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies202221 50 59 60 62 64 65TRUSTEE$45,636
Elwyn, Inc. Retirement Plan202221 50NONE$39,308
Ohio Education Association Union Pension Plan202221 25 50 51 53 59 60 61 62 68 99NONE$33,383
Western Farm Bureau Pension Plan202218 21CUSTODIAN$30,371
Telescope Casual Furniture Inc. Union Pension Plan202218 28 50NONE$27,818
Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan202215 21 57 59 60 61 62 63 64TRUSTEE$26,508
PMC Consolidated Pension Plan Covering Certain Employee Groups202219 21NONE$25,540
South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees202216 21 50TRUSTEE$22,891
Dechert LLP Partners Defined Benefit Plan I202221NONE$22,045
American Maritime Officers Pension Plan202212 19 21 25 50 65NONE$20,329
Wingspan Care Group Defined Benefit Retirement Plan202215 21 50TRUSTEE$20,277
Dechert LLP Partners Defined Benefit Plan II202221NONE$18,652
Mw&e Cash Balance Plan202221NONE$18,574
Pension Plan for Hawaii Dental Service202221 64NONE$17,090
Davis Wright Tremaine LLP Cash Balance Pension Plan202221NONE$15,801
Salaried Retirement Plan of Finch Paper, LLC202221 72NONE$15,351
PDC Cash Balance Pension Plan202221NONE$14,973
Pension Plan for Employees of National Fruit Product Company, Inc.202225 27 50 62NONE$14,636
NEW York Backstretch Employees Pension Plan202221NONE$14,386
The Niac Group Pension Plan202227NONE$14,377
Building Technology Engineers, Inc. Retirement Income Plan202219 21NONE$14,083
Western Farm Bureau Pension Plan202218 21CUSTODIAN$13,581
Iacna Portable Pension Plan202221 50NONE$13,567
Nichimen America, Inc. Pension Plan202215 21NONE$13,410
Young Brothers, Limited Pension Plan202221 50 52 62CORPORATE TRUSTEE$12,125
Retirement Plan for Salaried Employees of International Mill Service, Inc.202221 50 62NONE$11,856
The People's Credit Union Defined Benefit Plan and Trust202221 62 63NONE$11,093
L.B. Foster Company Merged Retirement Plan202221NONE$10,499
Int'l Assoc. of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement202221 50NONE$10,271
Triangle Wire & Cable, Inc. Pension Plan for Hourly Employees202221NONE$9,877
RCM Industries, Inc. Defined Benefit Pension Plan202219 21INVESTMENT ADVISOR$8,220
Teamsters Local Union No. 134 Pension & Death Benefit Plan202228 50NONE$6,651
Crescent Metal Products, Inc. Hourly Paid Employees Pension Plan202219SERVICE PROVIDER$6,089
The Jackson Lewis P.C. Cash Balance Plan II202215 21 28 50 51 52 64RECORDKEEPER$5,970
Associated Medical Professionals of NY, PLLC Employees' Defined Benefit Pension Plan202219 21NONE$5,824
Elwyn New Jersey Retirement Plan202221 50NONE$5,011
Pension Plan for Employees of Centreville Savings Bank202221TRUSTEE$4,537
Ashland Community Hospital Retirement Plan202211 12 15 28 38 50 59 61 62 63 64CUSTODIAN$1,554
BKD, LLP Cash Balance Pension Plan202221 59 60 61 62 63 71TRUSTEE
Kramer Levin Employees' Retirement Plan202219 21 25 62NONE
What changed