PARAMETRIC PORTFOLIO ASSOCIATES
38 more allocators, 3 more funds, 35 more corporate plans and 109 more commitment rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Who backs this manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Lumber Industry Pension Plan | 6 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2024 | |
| Navy Federal Credit Union Employees' Retirement Plan | 4 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2025 | |
| Glaziers and Glassworkers Local 513 Pension Plan | 3 | 0 | Public equity | Oct 31, 2023 | Oct 31, 2025 |
+38 more allocators back this manager
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Funds on the tape
- Parametric Defensive Equity Fund97 rows
- Parametric Global Defensive Equity11 rows
- Parametric Defensive Equity Fund1 row
+3 more funds on the tape
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Corporate and Taft-Hartley plans (Schedule C)
- Iron Workers St. Louis District Council Pension Trustplan years
- Employers and Laborers Locals 100 & 397 Pension Fundplan years
- Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.plan years
+35 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Commitment rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Navy Federal Credit Union Employees' Retirement Plan | Parametric Defensive Equity Fund103 12 ie | Public equity | $156M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2025 | Eugene and Marilyn Glick Foundation Corporation | PARAMETRIC GLOBAL DEFENSIVE EQUITY FUND | Public equity | $6.9M held | Disclosed holding | apps.irs.gov | |
| as of Oct 31, 2025 | Glaziers and Glassworkers Local 513 Pension Plan | Parametric Defensive Equity Fund103 12 ie | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov |
+109 more commitment rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
What changed
PARAMETRIC PORTFOLIO ASSOCIATES is the same institution as 1 record in RIA and Wealth.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
PARAMETRIC PORTFOLIO ASSOCIATES sits on 61 traced paths of capital across the graphs.
DFX traced 61 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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›Connections
every published relationship on the graph
+41 connections on the graph
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.