32bj Connecticut Pension Fund
Taft-Hartley plan, based in NEW York, New York, reporting $83.7M in assets, for 3,589 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, 32bj Connecticut Pension Fund plan assets $68M -> $77M (+13.0%, 2023-01-01 to 2024-01-01).
3 more advisers, 6 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Longview Broad Market 3000 Index Fu3 commitments
- Loomis Sayles All Cap Growth Trust3 commitments
- Principal U.S. Property Sa-Z3 commitments
- Amalgamated Bank3 commitments
- Loomis Sayles3 commitments
- Principal3 commitments
Relationship network
31 connected entities9 observed commitments6 repeat counterpartiescommitments 2022 to 2024
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
- 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
- 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
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Amalgamated Bank3 rows, latest Dec 31, 2024
- Loomis Sayles3 rows, latest Dec 31, 2024
- Principal3 rows, latest Dec 31, 2024
- Hamilton Lane GP X LLCplan years 2024
- Hamilton Laneplan years 2023
- Seiplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- 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)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| 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 |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Dec 31, 2024 | 3,589 | Not disclosed | Not disclosed | n/a | $83.7M | $5.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,570 | Not disclosed | Not disclosed | n/a | $77.5M | $3.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,547 | Not disclosed | Not disclosed | n/a | $68.8M | $3.9M | Not disclosed | Not disclosed |
- 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
+48 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
32bj Connecticut Pension Fund sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Total assets changed2024-01-01source on record
- Manager relationship started2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+3 more changes on this record's ledger
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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
+11 connections on the graph
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