Rhumbline Advisors
4 more allocators, 2 more funds, 7 more corporate plans and 19 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 |
|---|---|---|---|---|---|---|
| Iron Workers Local #397 Pension Fund | 5 | 0 | Pooled vehicles | Dec 31, 2022 | Dec 31, 2024 | |
| M.s.s.a.-I.l.a. Pension Plan | 3 | 0 | Pooled vehicles | Sep 30, 2023 | Sep 30, 2025 | |
| HNS Management Co Inc Retirement Plan-Salaried | 3 | 0 | Pooled vehicles | Dec 31, 2022 | Dec 31, 2024 |
+4 more allocators back this manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Funds on the tape
- Rhumbline Mid-Cap Index Fund Pooled12 rows
- Rhumbline Russell 1000 Value Index3 rows
- Rhumbline Large Cap Growth Pooled3 rows
+2 more funds on the tape
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Corporate and Taft-Hartley plans (Schedule C)
- Massachusetts Laborers' Pension Fundplan years
- Iron Workers Local #397 Pension Fundplan years 2022
- Iron Workers Local No. 5 & Iwea Employees Pension Trust Fundplan years
+7 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitment rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | M.s.s.a.-I.l.a. Pension Plan | Rhumbline Mid-Cap Index Fund Pooled103 12 ie | Pooled vehicles | $9.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | HNS Management Co Inc Retirement Plan-Salaried | Rhumbline Mid-Cap Index Fund Pooled103 12 ie | Pooled vehicles | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Pension Plan for Employees of Hns Management Co Inc Represented by Atu | Rhumbline Mid-Cap Index Fund Pooled103 12 ie | Pooled vehicles | $29.6M held | Disclosed holding | askebsa.dol.gov |
+19 more commitment rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2023Consultant changedinferenceThe Retirement Plan of Rady Childrens Hospital and Health CenterRhumbline Investment Advisors no longer appears on The Retirement Plan of Rady Childrens Hospital and Health Center's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Rhumbline Advisorsaskebsa.dol.gov
Rhumbline Advisors sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+12 connections on the graph
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