United Food & Commercial Workers Intl Union - Industry Pension Fund
Taft-Hartley plan, based in OAK Brook, Illinois, reporting $8.2B in assets, for 205,572 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, United Food & Commercial Workers Intl Union - Industry Pension Fund no longer reports ALL Weather Portfolio Limited (Bridgewater) (last held $139M at 2024-06-30; absent from the 2025-06-30 filing).
5 more advisers, 5 more managers, 18 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- Lord Abbett International Small Cap3 commitments
- Msci Acwi Ex USA Nl Fund3 commitments
- Ssga Russell 3000 Index Nl Fund3 commitments
- Lord Abbett3 commitments
- State Street Global Advisors Trust3 commitments
- State Street Global Advisors Trust Company3 commitments
Relationship network
70 connected entities21 observed commitments14 repeat counterparties14 dated commitments shown here, 2023 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 0.1%
- Corporate debt instruments (other) 21.8%
- Corporate debt instruments (preferred) 18.3%
- U.S. Government securities 2.3%
- Employer securities 0.9%
- Other investments 0.7%
- Partnership/joint venture interests 9.0%
- 103-12 investment entities 7.4%
- Common/collective trusts 11.3%
- Pooled separate accounts 0.5%
- Registered investment companies 11.2%
- Common stock 9.8%
- Real estate (other than employer real property) 5.5%
Consultants and advisers
- Medical Insurance Consulting Group, Pension consultantthrough Jun 30, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Forefront Analtyics Investment adviser (plan)through Jun 30, 2023 Form 5500
+5 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
- Lord Abbett3 rows, latest Jun 30, 2025
- State Street Global Advisors Trust3 rows, latest Jun 30, 2025
- State Street Global Advisors Trust Company3 rows, latest Jun 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Lord Abbettplan years
- Bridgewater Associatesplan years
- GCM Grosvenor Strategicplan years 2024
+14 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jun 30, 2025Holding endedinferenceUnited Food & Commercial Workers Intl Union - Industry Pension Fund no longer reports ALL Weather Portfolio Limited (Bridgewater) (last held $139M at 2024-06-30; absent from the 2025-06-30 filing)with Bridgewateraskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceParametric no longer appears on United Food & Commercial Workers Intl Union - Industry Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Parametric Portfolio Associatesaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceUnited Food & Commercial Workers Intl Union - Industry Pension Fund no longer reports Bridgewater Pure Alpha Fund, Ltd (last held $125M at 2023-06-30; absent from the 2024-06-30 filing)with Bridgewater Pure Alpha Fund, Ltdaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceThe Segal Company, Inc appears on United Food & Commercial Workers Intl Union - Industry Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)with Segalaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedAlliance Bernstein appears on United Food & Commercial Workers Intl Union - Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Alliance Bernstein, L.P.askebsa.dol.gov
+1 more dated event
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 Jun 30, 2025 | Lord Abbett International Small Cap103 12 ie | Lord Abbett | Public equity | $130M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Msci Acwi Ex USA Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $293M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ssga Russell 3000 Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $577M held | Disclosed holding | askebsa.dol.gov |
+18 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 Jun 30, 2025 | 205,572 | Not disclosed | Not disclosed | n/a | $8.2B | $735M | Not disclosed | $450M |
| 2023 to Jun 30, 2024 | 207,890 | Not disclosed | Not disclosed | n/a | $8.0B | $716M | Not disclosed | $467M |
| 2022 to Jun 30, 2023 | 204,259 | Not disclosed | Not disclosed | n/a | $8.0B | $725M | Not disclosed | $518M |
- Zenith American Solutions codes 14 $8.1M PY2024
- Pacific Investment Management Co codes 28 52 $3.9M PY2024
- Loomis Sayles and Co. codes 51 $3.0M PY2024
+138 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
United Food & Commercial Workers Intl Union - Industry Pension Fund sits on 20 traced paths of capital across the graphs.
DFX traced 20 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
- Holding in a pooled vehicle ended2025-06-30source on record
- Manager relationship ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-06-30source 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
+26 connections on the graph
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