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.

OCIO

AON Investments USA Inc

OCIOprobableCRD 105596
Advisory clients on the tape
98
Schedule C, ACFR
Public-system clients
5
ACFR and seeds
ADV institutional clients
312
filed Mar 25, 2026
ADV institutional RAUM
$114B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$118B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.76; discretionary RAUM $118B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
98 allocators
Other roles
10 allocators
Schedule C rows
353 rows, $88.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Relx Inc. US Retirement Plan202517 50NONE$128,897
Masterbrand, Inc. Pension Plan202517 50NONE$48,160
Parker Defined Benefit Pension Plan202428 50NONE$2.0M
Central Pension Fund of the Iuoe & Participating Employers202427NONE$1.3M
Massmutual Pension Plan202427INVESTMENT$1.2M
Cummins Pension Plan202428 50 51NONE KNOWN$1.2M
BAE Systems Employees' Retirement Plan202427NONE$960,928
Dynegy Pension Plan202417NONE$929,955
Thermo Fisher Scientific Inc. Retirement Plan202427 50INVESTMENT CONSULTING$861,000
Lehigh Valley Health Network, Inc. Retirement Plan202428 50NONE$858,680
Visa Retirement Plan202416 17 51 70NONE$828,465
Children's Hospital Medical Center Retirement Plan202428NONE$812,261
Vistra Retirement Plan202416NONE$711,613
Land O'Lakes, Inc. Employee Retirement Plan202427 50NONE$705,481
Talen Energy Retirement Plan202411 65NONE$590,887
Accuride Consolidated Employee Pension Plan202411 16 50 64 65ACTUARIAL CONSULTING$545,951
Pension and Retirement Plan202413 17 27 50NONE$527,875
The Tjx Companies, Inc Retirement Plan202417NONE$517,217
BFI Retirement Plan202414 28 50ADMINISTRATION$482,531
Alaska Laborers-Employers Retirement Fund202428 51NONE$455,894
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates202427 50CONSULTING (PENSION)$444,050
Securian Financial Group, Inc. Retirement Plan202427 50INVESTMENT ADVISORY$443,114
Alex Lee, Inc. and Affiliates Pension Plan202427 51NONE$441,165
Retirement Plan for Employees of United Supermarkets, L.L.C.202417 50NONE$439,156
Pension Plan for Employees of Givaudan202421 24 28 50 51NONE$426,701
Comerica Incorporated Retirement Income Account Plan202428 51NONE$421,567
The Rite Aid Pension Plan202428 50 51 52INVESTMENT MANAGER$402,501
Oneok, Inc. Retirement Plan202428 51NONE$399,488
W.R. Grace & Co. Retirement Plan for Salaried Employees202428 50 51NONE$384,131
Black Hills Retirement Plan202416 50CONSULTING$335,970
Floyd Healthcare Management, Inc. Retirement Plan202428 50ADVISOR$334,319
Swiss Re Group U.S. Employees' Pension Plan202427 28 50 52NONE$327,715
Piedmont Healthcare, Inc. Consolidated Retirement Plan202416 50CONSULTING$324,375
Ryder System, Inc. Retirement Plan202417 27 70CONSULTING$291,732
Seneca Foods Corporation Employees' Pension Benefit Plan202428 50INVESTMENT MANAGEMENT$291,310
Acushnet Company Pension Plan202428 50 68NONE$283,510
Kone Inc. Employees' Retirement Plan202428 50 51NONE KNOWN$276,163
American International Group, Inc. Retirement Plan202427 50NONE$265,194
Shamrock Foods Company Retirement Plan202427 28 50 51NONE$263,321
Crawford & Company Retirement Plan202417CONSULTING$253,850
Bcom3 Cash Balance Plan202417 50NONE$248,862
Mattel Cash Balance Plan202427 50INV ADVISOR$246,777
Garrett Transportation I Inc. Pension Plan202416 50NONE$239,104
Moen Incorporated Pension Plan202428 50NONE$238,151
Gatx Corporation Noncontributory Pension Plan for Salaried Employees202417 51NONE$232,347
Federation Employees' Retirement Income Plan202411 17 27 28 49 50NONE$229,636
Contributory Defined Benefit Retirement Plan at Rensselaer Polytechnic Institute202428INVESTMENT CONSULTANT$223,833
Ingersoll Rand Industrial U.S., Inc. Pension Plan202427 50NONE$214,052
American Electric Power System Retirement Plan202416 27 50NONE$210,147
Resideo Technologies, Inc. Pension Plan202416 28 50 51NONE$202,033
Waste Management Pension Plan for Collectively Bargained Employees202428 51INVESTMENT MANAGEMENT$197,465
Beam Pension Plan202428 50NONE$195,562
Masterbrand, Inc. Pension Plan202417 50NONE$192,402
Finra Employees Retirement Plan202427 50NONE$189,835
National Cement Company Salaried Employees Retirement Plan202411 16 50 65NONE$185,206
Master Lock Pension Plan202428 50NONE$176,010
The Scotts Company LLC Associates' Pension Plan202417 27NONE$174,804
Nustar Pension Plan202417 27 50NONE$172,634
IPL Retirement Plan for Bargaining Unit Ees202428INVESTMENT MANAGER$164,859
Instant Brands Pension Plan202417 28 50 51NONE$161,759
Sealed Air Corporation Combined Pension Plan202417 27 49 50 55 99NONE$161,119
Sirva Employees Retirement Plan202427 50NONE$159,384
Natural Gas Solutions North America Pension Plan202428 50INVESTMENT MANAGEMENT$159,266
Idaho National Laboratory Employee Retirement Plan202427 50NONE$153,898
The Maryland State Education Association Pension Plan and Trust202427 28 50 51 52NONE$153,381
Graftech International Holdings Inc. Retirement Plan202428 50NONE$152,559
Wisconsin Power & Light Co. Retirement Plan B202428INVESMENT MANAGER$147,264
Vencore, Inc. Pension Plan202417NONE$145,788
Alliant Energy Cash Balance Pension Plan202427 28 50INVESTMENT MANAGER$140,150
Blue Cross and Blue Shield of Alabama Retirement Plan202417 50 70NONE$138,052
Retirement & Pension Plan of Mriglobal (plan I)202428 50INVESTMENT MANAGEMENT$138,000
Avon Products Inc Personal Retirement Account Plan202428INVESTMENT MANAGEMENT$130,769
Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies202417 28NONE$129,625
Wakefern Pension Plan202428 50NONE$124,971
Relx Inc. US Retirement Plan202417 50NONE$123,976
Talen Montana Retirement Plan202416 27NONE$122,295
Zurich American Insurance Company Retirement Account Plan202411 50NONE$114,473
Operating Engineers Local 101 Pension Fund202416 50NONE$108,375
Columbia Bank Retirement Plan202427 50NONE$104,500
International-Matex Tank Terminals Pension Plan202417 27 50NONE$103,354
Navy Federal Credit Union Employees' Retirement Plan202417 27 50NONE$101,442
ANN & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan202417 27 28 50 51 70NONE KNOWN$82,374
Cathay Pacific Airways Limited Pension Plan202416 28 50NONE$82,194
Pennsylvania State Education Association Pension Plan202427 50 51NONE$82,150
Pension Plan for Classified Employees of Gasco, Inc.202417 27 50CONSULTANT$79,820
Legacy Chrysler Financial Employee Pension Plan202417 50NONE$78,547
BAE Space & Mission Systems Pension Plan202427NONE$78,027
Gatx Corporation Noncontributory Pension Plan for Hourly Employees202417 51NONE$77,449
Meritor, Inc. Retirement Plan202417 27NONE$77,250
Retirement Benefit Accumulation Plan for Employees of Pwc202428 51NONE$76,156
Agiliti Health Inc. Employees' Pension Plan202450 51NONE$75,785
Tower Semiconductor Newport Beach, Inc. Retirement Plan for Hourly Employees202427INVESTMENT ADVISOR$75,000
Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund202427 50NONE$75,000
National Cement Company of Alabama Inc. Hourly Pension Plan202411 16 50 65NONE$73,808
Gchi Retirement Plan202428 50NONE$73,714
DRS Consolidated Retirement Plan202427 28 50 68NONE$73,477
W.R. Grace & Co. Retirement Plan for Curtis Bay Plant202428 50 51NONE$72,670
DR Pepper Snapple Group, Inc. Personal Pension Account Plan202416NONE$69,660
NMC Retirement Plan202428 51NONE$67,500
TD Banknorth Inc. Pension Plan202417 50NONE$66,082
Inglis House Retirement Plan202427 50ADVISOR$60,000
Michelin Retirement Plan202416 50NONE$59,563
Chemtrade Chemicals Corporation Consolidated Pension Plan202411RETAINED BY CLIENT$51,688
National Cement Company of California, Inc. Pension Plan for Hourly Employees202411 16 50 65NONE$51,052
DR Pepper Snapple Group, Inc. Hourly Employees' Pension Plan202417NONE$50,340
The Aerospace Employees' Retirement Plan (aerp)202428 51NONE$42,397
Southern California Gas Company Pension Plan202416 50NONE$41,385
W.R. Grace & Co. Retirement Plan for Non-Union Hourly Employees202428 50 51NONE$35,985
United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen202417 27 50NONE$32,688
Pension Plan for Employees of Drs Naval Power Systems, Inc.202427 28 50 68NONE$31,920
Retirement Plan for Employees of Pwc202428 51NONE$30,314
DRS Sustainment Systems, Inc. Union Pension Plan202427 28 50NONE$16,727
W.R. Grace & Co. - Ct -Ret. Plan for Hourly Ees. --- Tennessee202428 50 51NONE$16,256
Amersham Health Inc. Puerto Rico Pension Plan202428 50 51NONE$13,922
Imtt-Illinois Union Pension Plan202417 27 50NONE$13,767
Medianews Group Pension Plan202451NONE$13,438
SAN Diego Gas & Electric Company Cash Balance Plan202416 50NONE$12,619
TD Securities USA Pension Plan202417 50NONE$8,692
The University of Chicago Retirement Income Plan202428 50NONE$6,000
The Burke Rehabilitation Hospital Retirement Plan202427 50INVESTMENT ADVISORY$2,500
Central Pension Fund of the Iuoe & Participating Employers202327NONE$1.3M
Massmutual Pension Plan202327INVESTMENT$1.1M
Dynegy Pension Plan202317NONE$1.1M
Parker Defined Benefit Pension Plan202328 50NONE$987,500
BAE Systems Employees' Retirement Plan202327NONE$961,130
Thermo Fisher Scientific Inc. Retirement Plan202327 50INVESTMENT CONSULTING$853,000
Lehigh Valley Health Network, Inc. Retirement Plan202328NONE$818,474
Children's Hospital Medical Center Retirement Plan202328NONE$801,591
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates202327 50NONE$793,631
Vistra Retirement Plan202316NONE$733,703
Land O'Lakes, Inc. Employee Retirement Plan202327 50NONE$704,500
BFI Retirement Plan202317 28 50NONE$703,106
Cummins Pension Plan202328 50 51NONE KNOWN$699,039
Talen Energy Retirement Plan202311 65NONE$535,973
The Tjx Companies, Inc Retirement Plan202317NONE$498,129
The Burke Rehabilitation Hospital Retirement Plan202327 50INVESTMENT ADVISORY$442,972
Accuride Consolidated Employee Pension Plan202311 16 50 64 65NONE$431,204
Alaska Laborers-Employers Retirement Fund202328 51NONE$423,194
Alex Lee, Inc. and Affiliates Pension Plan202327 51NONE$416,302
Oneok, Inc. Retirement Plan202328 51NONE$386,417
Black Hills Retirement Plan202316 50CONSULTING$380,953
The Rite Aid Pension Plan202328 50 51 52INVESTMENT MANAGER$362,390
Crawford & Company Retirement Plan202317CONSULTING$346,316
Swiss Re Group U.S. Employees' Pension Plan202327 28 50 52NONE$335,562
H.B. Fuller Legacy Pension Plan202327 50NONE$333,147
Piedmont Healthcare, Inc. Consolidated Retirement Plan202316 50NONE$318,256
Ingersoll Rand Industrial U.S., Inc. Pension Plan202327 50NONE$311,303
Acushnet Company Pension Plan202328 50 68NONE$303,191
Kone Inc. Employees' Retirement Plan202328 50 51NONE KNOWN$300,774
Allstate Retirement Plan202317 27 50NONE$295,000
Form ADV readings
  • charity clients 8 Mar 25, 2026 reported
  • government clients 32 Mar 25, 2026 reported
  • institutional clients 312 Mar 25, 2026 reported
  • pension plan clients 272 Mar 25, 2026 reported
  • raum discretionary $118B Mar 25, 2026 reported
  • raum institutional $114B Mar 25, 2026 reported
  • raum total $151B Mar 25, 2026 reported
What changed