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AllocatorsInvestment consultant

Alliance Bernstein, L.P.

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:478899aa-cb78-4d12-8810-0503ea32e9c4

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 2:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 66
Dated events: 36
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 7Form 5500 Schedule C
Public clients: 0
Advisory clients: 5
Recommended commitments: 0derived
Latest client year end: Dec 31, 2024

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan	trustee	Jan 1, 2024	Dec 31, 2024	no	fact
Swartz Campbell LLC Retirement Plan	Investment adviser	Dec 14, 2022	Dec 13, 2023	no	fact
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan	Investment adviser	Apr 3, 2022	Apr 1, 2023	no	fact
Pension Plan for the Employees of Ennis, Inc.	Investment adviser	Mar 1, 2022	Feb 28, 2023	no	fact
Nelson Mullins Riley & Scarborough LLP Cash Balance Retirement Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
MSA Pension Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Chadbourne & Parke LLP Pension Plan and Trust Agreement	trustee	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (52)

→ Jonathan M Tisch Family FoundationAllocator
Dec 31, 2024 to presentfactForm 990
→ Cumberland, MD & Vicinity Building & Construction Employees Trust FundPlanInvestment management
May 1, 2022 to Apr 30, 2023factForm 5500
→ Retirement Plan for Employees of the Uniontown HospitalPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Eighth District Electrical Pension FundPlanInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Ibew 332 Pension Plan - Part aPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Liuna National (industrial) Pension FundPlanInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Central Iowa Carpenters Pension PlanPlanInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Liuna Staff and Affiliates Pension FundPlanInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ United Food & Commercial Workers Intl Union - Industry Pension FundPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Levenfeld Pearlstein, LLC Cash Balance PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Teamsters Pension Trust Fund of Philadelphia & VicPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ U. a. Local 38 Defined Benefit Pension PlanPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Painters and Allied Trades District Council No. 35 Pension FundPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ The Orthopaedic Multispecialty Networks, Inc. Cash Balance Pension Plan and TrustPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Hrsa-Ila Pension PlanPlanInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Cooley LLP Cash Balance Plan 2018PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Chicago & Vicinity Laborers' District Council Pension PlanPlanInvestment management
Jun 1, 2022 to May 31, 2023factForm 5500
→ Mid-America Carpenters Regional Council Pension FundPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Sheet Metal Workers' Local 100 Washington, D.C. Area Pension FundPlanInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ North Central States Regional Council of Carpenters Pension FundPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Puerto Rico Telephone Company Retirement Plan for Certain Former EmployeesPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Alstom Transportation Retirement PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Airconditioning and Refrigeration Industry Retirement Trust FundPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Scripps Clinic Medical Group, Inc. Cash Balance Pension PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Building Trades Pension Plan of Western PennsylvaniaPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Amalgamated Retail Retirement FundPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Loews Corporation Cash Balance Retirement PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
and 22 more

Sponsors (1)

→ Retirement Plan for Employees of Alliancebernstein L.P.PlanPlan sponsor
Jan 1, 2025 to presentfactForm 5500

Plan of (1)

← Alliancebernstein L.P. Pension PlansAllocatorAggregate db plans
factTagged annual filings

Advised by (7)

← Swartz Campbell LLC Retirement PlanPlanInvestment adviser
Dec 14, 2022 to Dec 13, 2023factForm 5500
← Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance PlanPlanInvestment adviser
Apr 3, 2022 to Apr 1, 2023factForm 5500
← Pension Plan for the Employees of Ennis, Inc.PlanInvestment adviser
Mar 1, 2022 to Feb 28, 2023factForm 5500
← Nelson Mullins Riley & Scarborough LLP Cash Balance Retirement PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Chadbourne & Parke LLP Pension Plan and Trust AgreementPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← MSA Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance PlanPlantrustee
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Manager relationship started
Alliance Bernstein L.P. appears on Central Iowa Carpenters Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship started
Alliancebernstein appears on Goulston & Storrs Cash Balance Plan for Directors's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Consultant changed
AB Bernstein appears on Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Alliance Bernstein LLC no longer appears on Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Alliancebernstein L.P. no longer appears on Club Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Consultant changed
Alliancebernstein Cons Growth no longer appears on Pension Plan for the Employees of Ennis, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Alliance Bernstein L.P. no longer appears on The American and National Leagues of Professional Baseball Clubs Retirement Income Plan for Umpires's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship started
Alliance Bernstein L.P. appears on The Oregon Clinic, P.C. Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Alliance Bernstein, LP no longer appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Alliancebernstein LP no longer appears on Retirement Plan for Employees of Aetna Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Monument Health, Inc. Pension Plan no longer reports AB Global Core Equity Trust (Alliance Bernstein, L.P.) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
Form 5500observed 6 days ago
$4.2M
Occurred
Dec 31, 2024
Manager relationship started
Alliance Bernstein, LP appears on Teamsters Pension Trust Fund of Philadelphia & Vic's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Alliance Bernstein, L.P. no longer appears on Carpenters Pension Fund of Illinois's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Mar 31, 2024
Holding in a pooled vehicle ended
Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund no longer reports AB Global Core Equity Trust (Alliance Bernstein, L.P.) (last held $16M at 2023-03-31; absent from the 2024-03-31 filing)
Form 5500observed 6 days ago
$15.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
District Council 82 Painting Industry Pension Plan first reports an interest in AB Sustainable US Thematic Cit (Alliance Bernstein, L.P.): $12M at 2023-12-31
Form 5500observed 6 days ago
$12.3M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Reed Smith LLP Cash Balance Retirement Plan no longer reports AB Global Strategic Core Equity Ct (Alliance Bernstein, L.P.) (last held $993,695 at 2022-12-31; absent from the 2023-12-31 filing)
Form 5500observed 6 days ago
$993,695
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
MFA Incorporated Retirement Plan no longer reports AB Large Cap Growth Collective Trst (Alliance Bernstein, L.P.) (last held $22M at 2022-12-31; absent from the 2023-12-31 filing)
Form 5500observed 6 days ago
$22.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Reed Smith LLP Cash Balance Retirement Plan no longer reports Alliancebernstein Cit Gbl Lw Vol P (Alliance Bernstein, L.P.) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Form 5500observed 6 days ago
$1.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
MFA Employees Retirement Plan no longer reports AB Large Cap Growth Collective Trst (Alliance Bernstein, L.P.) (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)
Form 5500observed 6 days ago
$14.9M
Occurred
Dec 31, 2023
Manager relationship ended
Alliance Bernstein no longer appears on Cumberland, MD & Vicinity Building & Construction Employees Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
The Depository Trust & Clearing Corporation Retirement Plan first reports an interest in AB Large Cap Growth Collective Trst (Alliance Bernstein, L.P.): $7M at 2023-12-31
Form 5500observed 6 days ago
$7.1M
Occurred
Dec 31, 2023
Manager relationship ended
Alliance Bernstein L.P. no longer appears on Reinhold Industries, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship started
Alliancebernstein L.P. appears on Club Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Alliance Bernstein no longer appears on District Council 82 Painting Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship started
Alliance Bernstein L.P. appears on The American and National Leagues of Professional Baseball Clubs Retirement Income Plan for Umpires's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Alliancebernstein LP no longer appears on CNA Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Alliance Bernstein no longer appears on Iron Workers' Mid-America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Alliance Bernstein no longer appears on Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship started
Alliance Bertnstein LP appears on Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship started
Alliance Bernstein, L.P. appears on Carpenters Pension Fund of Illinois's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship started
Alliance Bernstein appears on United Food & Commercial Workers Intl Union - Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship started
Alliance Bernstein appears on Mid-America Carpenters Regional Council Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Alliance Bernstein LP no longer appears on Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Reed Smith LLP Cash Balance Retirement Plan no longer reports AB Emerging Markets Multi-Asset (Alliance Bernstein, L.P.) (last held $268,320 at 2022-12-31; absent from the 2023-12-31 filing)
Form 5500observed 6 days ago
$268,320
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Reed Smith LLP Cash Balance Retirement Plan no longer reports Overlay B Portfolio (Alliance Bernstein, L.P.) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
Form 5500observed 6 days ago
$1.1M

Show 1 bookkeeping events

Occurred
Dec 31, 2025
Central Iowa Carpenters Pension Plan no longer reports Alliance Bernstein Fund (Alliance Bernstein, L.P.) (last held $17M at 2024-12-31; absent from the 2025-12-31 filing)

Provenance

Graph: Allocators
Canonical id: dfx:al:478899aa-cb78-4d12-8810-0503ea32e9c4
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Alliance Bernstein, L.P.

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:478899aa-cb78-4d12-8810-0503ea32e9c4

Plan

Role

From

Current

Evidence

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan

trustee

Jan 1, 2024

Dec 31, 2024

fact

Swartz Campbell LLC Retirement Plan

Investment adviser

Dec 14, 2022

Dec 13, 2023

fact

Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan

Investment adviser

Apr 3, 2022

Apr 1, 2023

fact

Pension Plan for the Employees of Ennis, Inc.

Investment adviser

Mar 1, 2022

Feb 28, 2023

fact

Nelson Mullins Riley & Scarborough LLP Cash Balance Retirement Plan

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

MSA Pension Plan

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Chadbourne & Parke LLP Pension Plan and Trust Agreement

trustee

Jan 1, 2022

Dec 31, 2022

fact