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
S.E.I.U. National Industry Pension Fund
Taft-Hartley planWashington, DC
Assets
$1.7B
Total assets, Dec 31, 2024 reported
Funded
89.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Board of Trustees of the S.E.I.U. National Industry Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 0.0%
- Master trust investment accounts 98.2%
Consultants and advisers
10 firms
- Jonas Gudjonsson General consultantthrough Dec 31, 2024 Form 5500
- Amalgamated Employees Benefits Ad Pension consultantthrough Dec 31, 2024 Form 5500
- Pension Benefit Information, LLC Pension consultantthrough Dec 31, 2024 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Gallagher Fiduciary Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pgim Real Estate Custodianthrough Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
12 managers on Schedule C
From Schedule C (investment management, code 28)
- Loop Capital Markets LLCplan years 2024
- LM Capital Groupplan years 2022
- National Investment Svcs of Amerplan years 2022
- State Street Global Advisorsplan years 2022
- BNY Mellonplan years 2022
- Bairdplan years 2022
- Congress Asset Managementplan years 2022
- Union Labor Life Insurance Companyplan years 2022
- Rhumbline Advisers Corpplan years 2022
- Pugh Capitalplan years 2022
- ASB Capital Management LLCplan years 2022
- Parametric Defensive Equity Fundplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
27 readings
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 | 166,508 | n/a | n/a | n/a | $1.7B | n/a | $1.7B | n/a |
| 2023 to Dec 31, 2023 | 160,813 | n/a | n/a | n/a | $1.6B | n/a | $1.5B | n/a |
| 2022 to Dec 31, 2022 | 164,980 | n/a | n/a | n/a | $1.4B | n/a | $1.4B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bredhoff & Kaiser codes 29 50 $1.2M PY2024
- Pgim Real Estate codes 19 28 51 $765,693 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $639,683 PY2024
- The Segal Company codes 11 16 17 50 $447,181 PY2024
- Withumsmith+brown, PC codes 10 50 $352,622 PY2024
- Amalgamated Employees Benefits Ad codes 17 50 $326,800 PY2024
- State Street Global Advisors codes 28 51 $261,034 PY2024
- National Investment Services codes 28 51 $218,897 PY2024
- Marquette Advisors codes 27 50 $197,576 PY2024
- Union Labor Life Insurance codes 28 51 68 $182,277 PY2024
- Brittany Macomber codes 30 $123,475 PY2024
- Meyer, Unkovic & Scott codes 29 50 $107,174 PY2024
- Michael Shelton codes 30 $102,965 PY2024
- Tsegaw Mengistu codes 30 $93,516 PY2024
- Donna Joseph-Munroe codes 30 $87,447 PY2024
- Kisha Humphries codes 30 $85,736 PY2024
- Asma Rheljari codes 30 $85,604 PY2024
- Tarnya Shorter codes 30 $85,444 PY2024
- Jequila Randall codes 30 $84,224 PY2024
- Molly Elizabeth Perfetto codes 30 $82,600 PY2024
- Sharon Marshal codes 30 $82,472 PY2024
- Mellon Capital Management codes 28 51 $82,234 PY2024
- Tijuanna Thomas codes 30 $81,120 PY2024
- Jaime Ramirez codes 30 $80,933 PY2024
- Betsy Blount codes 30 $80,747 PY2024
- Baird codes 28 51 $80,012 PY2024
- Virginia Carr codes 30 $79,328 PY2024
- Pension Benefit Information, LLC codes 17 50 $77,532 PY2024
- Jonnea Alexandria Birdine codes 30 $71,916 PY2024
- Teri Griffis codes 30 $71,628 PY2024
- Jason Wheeler codes 30 $70,168 PY2024
- Akilah Brathwaite codes 30 $69,562 PY2024
- Rhumbline Advisors codes 28 $69,408 PY2024
- Ikeoluwa Adeola codes 30 $69,266 PY2024
- Alem Bekele codes 30 $68,999 PY2024
- Muzhgan Shahsawar codes 30 $68,709 PY2024
- Eunice Washington codes 30 $67,895 PY2024
- Calibre CPA Group, PLLC codes 10 50 $66,500 PY2024
- Simi Justin codes 30 $65,732 PY2024
- Pugh Capital codes 28 51 $65,257 PY2024
- Amalgamated Bank codes 19 51 52 $64,149 PY2024
- Heidy Cupido codes 30 $62,984 PY2024
- Jeffrey Figueroa codes 30 $57,672 PY2024
- Aubin Ngongba codes 30 $57,070 PY2024
- Nicole Horton codes 30 $56,651 PY2024
- Donna Shukes codes 30 $54,693 PY2024
- Loop Capital Asset Management codes 28 51 $51,297 PY2024
- Lucas Balberchak codes 30 $50,391 PY2024
- Leah Mckenzie codes 30 $48,217 PY2024
- Lavita Smallwood codes 30 $45,655 PY2024
- Sareese O'Reilly codes 30 $44,455 PY2024
- LM Capital Group codes 28 51 $41,360 PY2024
- Jonas Gudjonsson codes 16 50 $38,560 PY2024
- Segal Select Insurance codes 23 50 $34,725 PY2024
- Gallagher Fiduciary Advisors codes 27 50 $34,410 PY2024
- Parametric Defensive Equity codes 28 51 $34,257 PY2024
- Miriam Gibbs codes 30 $29,897 PY2024
- Bacari Lea codes 30 $21,093 PY2024
- Mooney Green Saidon Murphy & Welch codes 29 50 $19,617 PY2024
- Segal Marco Advisors codes 27 50 $18,378 PY2024
- Jamall Marsh codes 30 $17,336 PY2024
- Cynthia Evans codes 30 $17,330 PY2024
- Jayron Martinez Avila codes 20 50 $12,175 PY2024
- Mark Sharwood codes 20 50 $5,792 PY2024
- Edward Manko codes 20 50 $5,081 PY2024
- Seiu Plan Master Trust Sched. D M $1.7B PY2024
- Segal codes 11 PY2024
- Bredhoff & Kaiser codes 29 50 $1.4M PY2023
- Pgim Real Estate codes 19 28 51 $673,310 PY2023
- Schultheis & Panettieri, LLP codes 10 50 $544,041 PY2023
- The Segal Company codes 11 16 17 50 $382,613 PY2023
- Withumsmith+brown, PC codes 10 50 $273,176 PY2023
- Marquette Advisors codes 27 50 $188,656 PY2023
- State Street Global Advisors codes 28 51 $184,368 PY2023
- National Investment Services codes 28 51 $156,526 PY2023
- Carl Macomber codes 30 $117,675 PY2023
- Union Labor Life Insurance codes 28 51 68 $113,248 PY2023
- Tsegaw Mengistu codes 30 $91,763 PY2023
- Donna Joseph-Munroe codes 30 $90,400 PY2023
- Mellon Capital Management codes 28 51 $87,463 PY2023
What changed
11 events
- Dec 31, 2024Consultant changedinferenceJonas Gudjonsson appears on S.E.I.U. National Industry Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Jonas Gudjonssonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceCongress Asset Management no longer appears on S.E.I.U. National Industry Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Congress Asset Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAmalgamated Employees Benefits Ad appears on S.E.I.U. National Industry Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Amalgamated Employees Benefits Adaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLoop Capital Asset Management appears on S.E.I.U. National Industry Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loop Capital Markets LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePension Benefit Information, LLC appears on S.E.I.U. National Industry Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Pension Benefit Information, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedS.E.I.U. National Industry Pension Fund funded ratio 86.3% -> 89.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedS.E.I.U. National Industry Pension Fund plan assets $1.4B -> $1.6B (+10.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceASB Capital Management no longer appears on S.E.I.U. National Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with ASB Capital Management LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedS.E.I.U. National Industry Pension Fund total assets $1.4B -> $1.6B (+10.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedS.E.I.U. National Industry Pension Fund funded ratio 84.2% -> 86.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS.E.I.U. National Industry Pension Fund plan assets $1.6B -> $1.4B (-14.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526148540-001
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.