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
32bj Connecticut Pension Fund
Taft-Hartley planNEW York, NY
Assets
$83.7M
Total assets, Dec 31, 2024 reported
Funded
110.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
1 managers on Schedule C
Plan sponsor: BD of Trustees 32bj Connecticut Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.9%
- Partnership/joint venture interests 6.0%
- Common/collective trusts 35.3%
- Registered investment companies 55.2%
- Common stock 2.0%
Consultants and advisers
6 firms
- Health Management Systems, Inc. Pension consultantthrough Dec 31, 2023 Form 5500
- Gallagher Fiduciary Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2023 Form 5500
- Segal Select Insurance Services Actuarythrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
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
- Amalgamated Bank3 rows, latest Dec 31, 2024
- Loomis Sayles3 rows, latest Dec 31, 2024
- Principal3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Hamilton Lane GP X LLCplan years 2024
- Hamilton Laneplan years 2023
- Seiplan years 2022
- Loomis Sayles Trust Companyplan years 2022
Commitments
9 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 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $15.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles All Cap Growth Trustcollective trust | Loomis Sayles | Pooled vehicles | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $13.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Loomis Sayles All Cap Growth Trustcollective trust | Loomis Sayles | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Loomis Sayles All Cap Growth Trustcollective trust | Loomis Sayles | Pooled vehicles | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$179,606 (2023-12) · $136,930 (2022-12)
Form 5500 filings
3 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 | 3,589 | n/a | n/a | n/a | $83.7M | $5.0M | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,570 | n/a | n/a | n/a | $77.5M | $3.5M | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,547 | n/a | n/a | n/a | $68.8M | $3.9M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Building Service 32bj Health Fund codes 10 14 50 $302,109 PY2024
- Gallagher Fiduciary Advisors, LLC codes 27 50 $65,000 PY2024
- The Segal Company codes 11 16 50 $62,540 PY2024
- Withumsmith+brown, P.C. codes 10 50 $55,399 PY2024
- Loomis Sayles Trust Company codes 28 51 $52,653 PY2024
- Segal Select Ins Services, Inc. codes 22 53 $35,028 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $21,310 PY2024
- JPM Chase Bank codes 49 50 $19,494 PY2024
- H&h Graphic Printing Communications codes 36 50 $17,729 PY2024
- Slevin & Hart, PC codes 29 50 $17,271 PY2024
- BNY Mellon codes 19 50 $11,298 PY2024
- Hamilton Lane Advisors LLC codes 28 51 $10,259 PY2024
- Hamilton Lane GP X LLC codes 28 51 $9,396 PY2024
- Health Management Systems, Inc. codes 17 50 $7,505 PY2024
- Longview Broad Market 3000 Index Fd Sched. D C $15.9M PY2024
- Loomis Sayles All Cap Growth Trust Sched. D C $7.6M PY2024
- US Property Separate Account Sched. D P $6.0M PY2024
- Segal codes 11 PY2024
- Building Service 32bj Health Fund codes 10 14 50 $345,471 PY2023
- The Segal Company codes 11 16 50 $63,322 PY2023
- Withumsmith+brown, PC codes 10 50 $51,000 PY2023
- Gallagher Fiduciary Advisors, LLC codes 27 50 $50,786 PY2023
- Hamilton Lane Advisors, LLC codes 28 51 $42,060 PY2023
- BNY Mellon codes 19 50 $38,800 PY2023
- Loomis Sayles Trust Company codes 28 51 $34,586 PY2023
- Segal Select Insurance Services codes 22 53 $34,130 PY2023
- Schultheis & Panettieri, LLP codes 10 50 $31,233 PY2023
- Slevin & Hart, PC codes 29 50 $26,725 PY2023
- JPM Chase Bank codes 49 50 $19,864 PY2023
- H&h Graphic Printing Communications codes 36 50 $14,621 PY2023
- Health Management Systems, Inc. codes 17 50 $9,073 PY2023
- Longview Broad Market 3000 Index Fd Sched. D C $13.1M PY2023
- Loomis Sayles All Cap Growth Trust Sched. D C $6.5M PY2023
- US Property Seperate Account Sched. D P $5.1M PY2023
- Segal codes 11 PY2023
- Building Service 32bj Health Fund codes 10 14 50 $299,060 PY2022
- Withumsmith+brown, PC codes 10 50 $95,000 PY2022
- The Segal Company codes 11 16 50 $67,395 PY2022
- Gallagher Fiduciary Advisors, LLC codes 27 50 $65,693 PY2022
- Schultheis & Panettieri, LLP codes 10 50 $64,444 PY2022
- Loomis Sayles codes 28 51 $28,838 PY2022
- Slevin & Hart, PC codes 29 50 $22,179 PY2022
- BNY Mellon codes 19 50 $17,719 PY2022
- H&h Graphics, Inc. codes 36 50 $16,611 PY2022
- JPM Chase Bank codes 49 50 $14,722 PY2022
- SEI Investments Company codes 28 51 $10,874 PY2022
- Segal Select Insurance Services codes 11 50 PY2022
- Loomis Sayles All Cap Growth Trust Sched. D C $12.4M PY2022
- US Property Seperate Account Sched. D P $5.8M PY2022
- Longview Broad Market 3000 Index Fd Sched. D C $4.5M PY2022
- Segal codes 11 PY2022
What changed
6 events
- Jan 1, 2024Assets changed32bj Connecticut Pension Fund plan assets $68M -> $77M (+13.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceSEI Investments Company no longer appears on 32bj Connecticut Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Seiaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceHealth Management Systems, Inc. appears on 32bj Connecticut Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)with Health Management Systems, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedHamilton Lane Advisors, LLC appears on 32bj Connecticut Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Hamilton Laneaskebsa.dol.gov
- Dec 31, 2023Assets changed32bj Connecticut Pension Fund total assets $69M -> $78M (+12.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changed32bj Connecticut Pension Fund plan assets $79M -> $68M (-13.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060909320-001
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.