Local 475 Pension Plan
Taft-Hartley plan, based in Pelham, New York, reporting $95.5M in assets, for 1,489 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2025, Local 475 Pension Plan funded ratio 103.2% -> 110.4% (2024-01-01 to 2025-01-01).
1 more commitment and 5 more dated events
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- ASB Labor Equity Index Fund4 commitments
- Chevy Chase Trust Company4 commitments
Relationship network
23 connected entities4 observed commitments2 repeat counterpartiescommitments 2022 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 0.9%
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (preferred) 4.5%
- U.S. Government securities 5.4%
- Other investments 0.0%
- Partnership/joint venture interests 8.0%
- Common/collective trusts 14.1%
- Registered investment companies 39.3%
- Common stock 20.4%
- Preferred stock 0.2%
- Real estate (other than employer real property) 5.9%
Consultants and advisers
- Basil Castrovinci Associates Inc. Pension consultantActuarythrough Dec 31, 2025 Form 5500
- Dahab Associates Investment adviser (plan)through Dec 31, 2025 Form 5500
- M&t Bank Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Chevy Chase Trust Company4 rows, latest Dec 31, 2025
- Ceres Partners LLCplan years 2025
- Carret Asset Managementplan years 2025
- Johnson Institutional Managementplan years 2025
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2025Funded status changedLocal 475 Pension Plan funded ratio 103.2% -> 110.4% (2024-01-01 to 2025-01-01)
- Dec 31, 2024Manager relationship endedinferenceBarksdale Investment Management no longer appears on Local 475 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Barksdale Investment Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedLocal 475 Pension Plan funded ratio 96.0% -> 103.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedRreef America Reit II, Inc. appears on Local 475 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Rreef America Reit II, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceEagle Capital Management LLC no longer appears on Local 475 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Eagle Capital Management, LLCaskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $11.9M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 1,489 | Not disclosed | Not disclosed | n/a | $95.5M | $7.7M | Not disclosed | $5.6M |
| 2024 to Dec 31, 2024 | 1,509 | Not disclosed | Not disclosed | n/a | $88.2M | $7.3M | Not disclosed | $5.4M |
| 2023 to Dec 31, 2023 | 1,493 | Not disclosed | Not disclosed | n/a | $83.0M | $6.8M | Not disclosed | $5.4M |
| 2022 to Dec 31, 2022 | 1,542 | Not disclosed | Not disclosed | n/a | $78.3M | $6.1M | Not disclosed | $6.4M |
- Ceres Partners LLC codes 28 51 $162,990 PY2025
- Carret Asset Management codes 28 51 $94,319 PY2025
- Peter Vaupel codes 14 30 50 $71,959 PY2025
+59 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Local 475 Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2025-01-01source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
+7 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
+13 connections on the graph
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