Local 272 Labor Management Pension Fund
Taft-Hartley plan, based in New York, New York, reporting $499M in assets, for 15,303 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Nov 2024, Local 272 Labor Management Pension Fund total assets $398M -> $499M (+25.7%, 2023-11-30 to 2024-11-30).
1 more adviser
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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Relationship network
21 connected entities
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
- 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 3.9%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (preferred) 5.1%
- U.S. Government securities 9.7%
- Registered investment companies 13.6%
- Common stock 66.8%
Consultants and advisers
- Wells Fargo Advisors, LLC Investment adviser (plan)through Nov 30, 2024 Form 5500
- Amalgamated Bank of New York Custodianthrough Nov 30, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Nov 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Dana Investment Advisors, Inc.plan years 2024
- OLD Glory Asset Managementplan years 2023
- Wells Fargo Advisors, LLCplan years 2023
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Nov 30, 2024Assets changedLocal 272 Labor Management Pension Fund total assets $398M -> $499M (+25.7%, 2023-11-30 to 2024-11-30)
- Dec 31, 2023Consultant changedinferenceThe Segal Company (eastern States) appears on Local 272 Labor Management Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWright Investors Services no longer appears on Local 272 Labor Management Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Atlanta Sosnoff Capital, LLC.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceSmith Graham and Co. no longer appears on Local 272 Labor Management Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Smith Graham & Coaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedDana Investment Advisors appears on Local 272 Labor Management Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Dana Investment Advisors, Inc.askebsa.dol.gov
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 15,303 | Not disclosed | Not disclosed | n/a | $499M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Nov 30, 2023 | 13,458 | Not disclosed | Not disclosed | n/a | $398M | Not disclosed | Not disclosed | Not disclosed |
- Dana Investment Advisors codes 28 51 68 $438,610 PY2023
- Atalanta Sosnoff Capital LLC codes 28 51 $416,844 PY2023
- Stacey Braun Associates Inc codes 28 51 68 $398,523 PY2023
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Total assets changed2024-11-30source on record
- Consultant changed2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+2 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
+12 connections on the graph
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