DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Sign Pictorial & Display Industry Pension Plan
Taft-Hartley planPleasanton, CA
Assets
$180M
Total assets, Dec 31, 2024 reported
Funded
98.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: Board of Trustees, Sign Pictorial & Display
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.5%
- Other investments 2.7%
- Partnership/joint venture interests 15.9%
- Common/collective trusts 50.0%
- Pooled separate accounts 3.2%
- Registered investment companies 27.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Loomis Sayles2 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame2 rows, latest Dec 31, 2024
- BNY Mellon1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Loomis Saylesplan years 2022
- Panagora Asset Management, Inc.plan years 2022
- Prudential Insurance Company of Ameplan years 2022
- Blackstone Infrastructure Partnersplan years 2022
Commitments
5 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Loomis Sayles Inv Grade Totalcollective trust | Loomis Sayles | Pooled vehicles | $48.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Pgim Real Estate U.S. Debt Fund S.Aseparate account | Prudential Insurance Company of Ame | Private credit | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $41.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Loomis Sayles High Yield Conservaticollective trust | Loomis Sayles | Fixed income | $29.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Pgim Real Estate U.S. Debt Fund S.Aseparate account | Prudential Insurance Company of Ame | Private credit | $5.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,319 | n/a | n/a | n/a | $180M | $28.6M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,350 | n/a | n/a | n/a | $156M | $31.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benesys Administrators Inc codes 13 50 $171,655 PY2024
- Loomis Sayles codes 28 51 $127,221 PY2024
- Verus codes 27 50 $76,667 PY2024
- Nwps codes 11 50 $57,504 PY2024
- Kraw Law Group codes 29 50 $56,875 PY2024
- Miller Kaplan Arase LLP codes 10 50 $42,000 PY2024
- Prudential Insurance Co codes 28 51 $38,785 PY2024
- Eide Bailly LLP codes 10 50 $23,152 PY2024
- US Bank codes 21 50 $22,203 PY2024
- Panagora Asset Management codes 28 51 $15,473 PY2024
- Littler Mendelson, PC codes 20 50 $12,000 PY2024
- Bnym Mellon Afl-Cio Sl S.INDEX Fund Sched. D C $41.4M PY2024
- LS Investment Grade Bond Trust Cl B Sched. D C $48.4M PY2024
- Pgim Real Estate U.S. Debt Fund, S. Sched. D P $5.7M PY2024
- Nwps codes 11 PY2024
- Benesys Administrators codes 13 50 $158,760 PY2022
- Loomis Sayles codes 28 51 $116,033 PY2022
- Kraw Law Group codes 29 50 $96,198 PY2022
- Miller Kaplan Arase LLP codes 10 50 $75,000 PY2022
- Verus codes 27 50 $75,000 PY2022
- Blackstone Infrastructure Partners codes 28 51 $32,180 PY2022
- Panagora Asset Management codes 28 51 $25,986 PY2022
- Eide Bailly LLP codes 10 50 $22,926 PY2022
- US Bank codes 21 50 $18,241 PY2022
- Prudential Insurance Co codes 28 51 $6,015 PY2022
- Littler Mendelson, PC codes 20 $6,000 PY2022
- LS Investment Grade Bond Trust Cl B Sched. D C $29.0M PY2022
- Pgim Real Estate U.S. Debt Fund, S. Sched. D P $5.0M PY2022
- Nwps codes 11 PY2022
What changed
5 events
- Dec 31, 2024Holding startedSign Pictorial & Display Industry Pension Plan first reports an interest in Bnym Mellon Afl-Cio Sl Stock Index (BNY Mellon): $41M at 2024-12-31with BNY Mellonaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceSign Pictorial & Display Industry Pension Plan no longer reports Loomis Sayles High Yield Conservati (Loomis Sayles) (last held $29M at 2022-12-31; absent from the 2024-12-31 filing)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Holding startedSign Pictorial & Display Industry Pension Plan first reports an interest in Loomis Sayles Inv Grade Total (Loomis Sayles): $48M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Assets changedSign Pictorial & Display Industry Pension Plan total assets $156M -> $180M (+15.1%, 2022-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedSign Pictorial & Display Industry Pension Plan funded ratio 111.3% -> 98.0% (2022-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 946278490-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.