DFX Intelligence

This firm's name, 96 more advisory clients, 7 more other clients, 350 more Schedule C rows and 29 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

OCIO

No date on record · this record

OCIOprobable

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

99 allocators

Masterbrand, Inc. Pension Plan Pension consultantthrough Dec 31, 2025 Form 5500
Relx Inc. US Retirement Plan Pension consultantthrough Dec 31, 2025 Form 5500
Colorado Public Employees' Retirement Association General consultantthrough Dec 31, 2025 ACFR

+96 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Other roles

10 allocators

Pension Plan for Employees of Givaudan Trusteethrough Dec 31, 2024
Chemtrade Chemicals Corporation Consolidated Pension Plan Actuarythrough Dec 31, 2023
Eaglepicher Closed Defined Benefit Plan Actuarythrough Nov 30, 2023

+7 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Schedule C rows

353 rows, $88.3M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Relx Inc. US Retirement Plan	2025	17 50	NONE	$128,897
Masterbrand, Inc. Pension Plan	2025	17 50	NONE	$48,160
Parker Defined Benefit Pension Plan	2024	28 50	NONE	$2.0M

+350 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

Dec 31, 2025Consultant changedinferenceNavy Federal Credit Union Employees' Retirement Plan
AON Hewitt Investment Consulting no longer appears on Navy Federal Credit Union Employees' Retirement Plan's Schedule C as pension consultant (plan year 2025 vs 2024)
with this firmaskebsa.dol.gov
May 22, 2025Consultant changedTeachers' Retirement System (TRS)
with this firmtrs.ky.gov
Dec 31, 2024Manager relationship startedWakefern Pension Plan
AON Investment appears on Wakefern Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceMichelin Retirement Plan
Hewitt Ennis Knupp appears on Michelin Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceInglis House Retirement Plan
with this firmaskebsa.dol.gov

+29 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.