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
Local 1922 Pension Fund
Taft-Hartley planUniondale, NY
Assets
$7.9M
Total assets, Jun 30, 2025 reported
Funded
54.9%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
8
1 managers on Schedule C
Plan sponsor: Board of Trustees of the Local 1922 Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.4%
- Common/collective trusts 42.1%
- Registered investment companies 54.7%
Consultants and advisers
4 firms
- Quan Vest Consultants Investment adviser (plan)through Jun 30, 2025 Form 5500
- First Actuarial Consulting, LLC Actuarythrough Jun 30, 2023 Form 5500
- Board of Trustees of the Local 1922 Pension Fund Discretionary trusteethrough Jun 30, 2023 Form 5500
- Summit Actuarial Services Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Great Gray Trust Company3 rows, latest Jun 30, 2025
- Prudential Trust Co.1 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- Prudential Trust Co.plan years 2025
Commitments
8 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 Jun 30, 2025 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | QMA Wilshire 500 Indexseparate account | Prudential Insurance Co | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Prudential Core Pluscollective trust | Prudential Trust | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Prudential Core Pluscollective trust | Prudential Trust | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | QMA Wilshire 500 Indexseparate account | Prudential Insurance Co | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Net investment income
$-395,779 (2024-06) · $-184,248 (2023-06)
Investment management fees
$25,990 (2024-06) · $29,829 (2023-06)
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 Jun 30, 2025 | 1,080 | n/a | n/a | n/a | $7.9M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 1,266 | n/a | n/a | n/a | $8.6M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,227 | n/a | n/a | n/a | $9.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C. Vasile codes 30 50 $82,590 PY2024
- P. Mccabe codes 30 50 $48,567 PY2024
- M. Salomon codes 30 50 $40,096 PY2024
- Mccarthy & Preece PLLC codes 29 50 $38,400 PY2024
- A. Mccabe codes 30 50 $35,512 PY2024
- Summit Actuarial Services codes 11 50 $20,000 PY2024
- Quanvest Consultants Inc codes 27 50 $19,200 PY2024
- Weaver & Tidwell LLP codes 10 50 $18,747 PY2024
- David J. Mahoney codes 20 50 $18,000 PY2024
- Bryan Mccarthy Esq codes 20 50 $18,000 PY2024
- Andrew J. Fair codes 20 50 $18,000 PY2024
- Prudential Trust Company codes 28 51 $7,076 PY2024
- Lawrence S. Fischer, PC codes 10 50 $6,500 PY2024
- Afl-Cio Building Investment Trust Sched. D C $1.1M PY2024
- Prudential Core Plus Sched. D C $2.3M PY2024
- Pgim Quant Solutions W5000 Ind Sched. D P PY2024
- Summit Actuarial Services LLC codes 11 PY2024
- C. Vasile codes 24 $74,511 PY2023
- M. Salomon codes 24 $43,027 PY2023
- Weaver & Tidwell LLP codes 10 $24,996 PY2023
- Quanvest codes 20 $19,200 PY2023
- Bryan Mccarthy Esq codes 20 $18,000 PY2023
- Summit Actuarial Services codes 11 $10,000 PY2023
- Prudential Core Plus Sched. D C $2.3M PY2023
- QMA Wilshire 500 Index Sched. D P $4.6M PY2023
- Afl-Cia Building Investment Trust Sched. D C $1.0M PY2023
- Summit Actuarial Services, LLC codes 11 PY2023
- First Acturial Consulting Inc codes 11 $90,000 PY2022
- C. Vasile codes 24 $71,646 PY2022
- M. Salomon codes 24 $37,978 PY2022
- Bryan Mccarthy Esq codes 22 $33,484 PY2022
- Summit Actuarial Services codes 11 $20,000 PY2022
- Buchbinder Tunick & Co LLP codes 10 $19,998 PY2022
- Quanvest codes 20 $19,886 PY2022
- Afl-Cio Building Investment Trust Sched. D C $1.1M PY2022
- Prudential Core Plus Sched. D C $2.3M PY2022
- QMA Wilshire 500 Index Sched. D P $4.9M PY2022
- Summit Actuarial Services, LLC codes 11 PY2022
What changed
6 events
- Jun 30, 2025Holding startedLocal 1922 Pension Fund first reports an interest in Prudential Core Plus Bond Fund (Prudential Trust Co.): $2M at 2025-06-30with Prudential Trust Co.askebsa.dol.gov
- Jun 30, 2025Holding endedinferenceLocal 1922 Pension Fund no longer reports Prudential Core Plus (last held $2M at 2024-06-30; absent from the 2025-06-30 filing)with Prudential Core Plusaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceLocal 1922 Pension Fund no longer reports QMA Wilshire 500 Index (last held $5M at 2024-06-30; absent from the 2025-06-30 filing)with QMA Wilshire 500 Indexaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPrudential Trust Company appears on Local 1922 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceQuanvest Consultants Inc appears on Local 1922 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Quan Vest Consultantsaskebsa.dol.gov
- Jul 1, 2024Funded status changedLocal 1922 Pension Fund funded ratio 57.1% -> 54.9% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516128660-001
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.