United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan
Taft-Hartley plan, based in Mount Laurel, New Jersey, reporting $530M in assets, for 10,029 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan first reports an interest in Extended Equity Marketing Index Fd (Northern Trust Collective Eafe Inde): $12M at 2025-06-30.
13 more commitments
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 $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Hardman Johnston Int'l Equity Group3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- NT Collective Short Term Investment3 commitments
- Northern Trust Investments, Inc.10 commitments
- Hardman Johnston Global Advisors3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
35 connected entities16 observed commitments8 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 8.2%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 44.6%
- U.S. Government securities 8.6%
- Partnership/joint venture interests 5.3%
- Common/collective trusts 19.6%
- Common stock 11.6%
- Preferred stock 0.0%
Consultants and advisers
- Northern Trust Co. Custodianthrough Jun 30, 2024 Form 5500
- Cheiron Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.10 rows, latest Jun 30, 2025
- Hardman Johnston Global Advisors3 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
- Hardman Johnston Global Advisorsplan years
- HGK Asset Managementplan years 2024
- Morgan Stanley Smith Barney, LLCplan years 2023
+10 more Schedule C managers
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
- Jun 30, 2025Holding startedUnited Food & Commercial Workers Union Local 152 Retail Meat Pension Plan first reports an interest in Extended Equity Marketing Index Fd (Northern Trust Collective Eafe Inde): $12M at 2025-06-30with Northern Trust Investments, Inc.askebsa.dol.gov
- Jun 30, 2024Assets changedUnited Food & Commercial Workers Union Local 152 Retail Meat Pension Plan total assets $238M -> $521M (+119.1%, 2023-06-30 to 2024-06-30)
- Dec 31, 2023Manager relationship startedSierra Investment Partners, Inc. appears on United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Sierra Investment Partners Inc.askebsa.dol.gov
- Jul 1, 2023Funded status changedUnited Food & Commercial Workers Union Local 152 Retail Meat Pension Plan funded ratio 50.1% -> 47.5% (2022-07-01 to 2023-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Hardman Johnston Int'l Equity Groupcollective trust | Hardman Johnston Global Advisors | Public equity | $15.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $18.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $5.9M held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 10,029 | Not disclosed | Not disclosed | n/a | $530M | $27.9M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 10,127 | Not disclosed | Not disclosed | n/a | $521M | $27.4M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 10,252 | Not disclosed | Not disclosed | n/a | $238M | $31.0M | Not disclosed | Not disclosed |
- Tri-State Administrators, Inc codes 13 50 $576,807 PY2024
- ASB Capital Management, LLC codes 28 49 51 $404,557 PY2024
- Northern Trust Company codes 19 28 50 52 $266,068 PY2024
+70 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Holding in a pooled vehicle started2025-06-30source on record
- Total assets changed2024-06-30source on record
- Manager relationship started2023-12-31source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+16 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.