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
Graphic Arts Industry Joint Pension Trust
Taft-Hartley planFairfax, VA
Assets
$567M
Total assets, Jun 30, 2025 reported
Funded
11.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: Board of Trustees of Graphic Arts Industry Joint Pension Plan
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.2%
- Non-interest-bearing cash 0.5%
- U.S. Government securities 83.3%
- Partnership/joint venture interests 0.0%
- Common/collective trusts 11.0%
Consultants and advisers
6 firms
- Cherry Bekaert Advisory LLC General consultantthrough Jun 30, 2025 Form 5500
- Segal General consultantActuarythrough Jun 30, 2025 Form 5500
- The Berwyn Group General consultantthrough Jun 30, 2023 Form 5500
- Segal Marco Advisors General consultantthrough Jun 30, 2023 Form 5500
- Comerica Bank Custodianthrough Jun 30, 2023 Form 5500
- Suntrust Bank, Central Florida, Na Custodianthrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Western Asset Mgmt Company, LLCplan years 2023
Commitments
3 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 | Comerica Large Cap Equity Index Funcollective trust | Comerica Bank & Trust, National Association | Public equity | $62.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Comerica Large Cap Equity Index Funcollective trust | Comerica Bank & Trust, National Association | Public equity | $50.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Comerica Large Cap Equity Index Funcollective trust | Comerica Bank & Trust, National Association | Public equity | $168M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$614,400 (2024-06) · $557,715 (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 | 8,698 | n/a | n/a | n/a | $567M | $34,582 | n/a | n/a |
| 2023 to Jun 30, 2024 | 8,954 | n/a | n/a | n/a | $576M | $128,791 | n/a | n/a |
| 2022 to Jun 30, 2023 | 9,343 | n/a | n/a | n/a | $573M | $734,558 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Angela Alvey codes 30 99 $168,830 PY2024
- The Segal Company, Inc codes 16 27 99 $147,768 PY2024
- Louis Rose codes 30 $125,960 PY2024
- Mooney, Green, Saindon, Murphy & We codes 29 99 $115,180 PY2024
- Reinhart, Boerner, van Deuren, Sc codes 29 99 $98,412 PY2024
- Calibre CPA Group PLLC codes 10 99 $70,614 PY2024
- Annette Soussanin codes 30 $67,996 PY2024
- MAH 340 Williams LLC codes 49 $52,704 PY2024
- Pension Benefit Information LLC codes 15 $45,770 PY2024
- Doyle Printing and Offset Co, Inc. codes 36 $45,108 PY2024
- Cherry Bekaert Advisory LLC codes 16 $43,241 PY2024
- Bridgeway Benefit Technologies codes 49 $38,677 PY2024
- Frsecure LLC codes 49 $8,750 PY2024
- Pitney Bowes codes 49 $6,000 PY2024
- Lasalle Consulting Partners, Inc. codes 49 $5,383 PY2024
- Comerica Large Cap Equity Index Fun Sched. D C $62.2M PY2024
- Segal codes 11 PY2024
- Western Asset Management Company codes 28 51 $487,445 PY2023
- Comerica Bank codes 18 28 38 49 59 60 62 72 $170,153 PY2023
- Angela Alvey codes 30 99 $159,837 PY2023
- Reinhart, Boerner, van Deuren, Sc codes 29 99 $143,027 PY2023
- Pension Benefit Information LLC codes 15 $126,840 PY2023
- Louis Rose codes 30 99 $121,067 PY2023
- Segal Marco Advisors codes 16 27 99 $112,000 PY2023
- The Segal Company, Inc codes 11 99 $101,998 PY2023
- Bridgeway Benefit Technologies codes 49 $74,880 PY2023
- Mooney, Green, Saindon, Murphy & We codes 29 99 $74,095 PY2023
- Annette Soussanin codes 30 $65,066 PY2023
- Calibre CPA Group PLLC codes 10 99 $63,613 PY2023
- Nicole Krakora codes 30 $57,147 PY2023
- MAH 340 Williams LLC codes 49 $47,417 PY2023
- Doyle Printing and Offset Co, Inc. codes 36 $40,778 PY2023
- Truist Bank codes 18 $25,632 PY2023
- Lasalle Consulting Partners, Inc. codes 49 $24,018 PY2023
- Frsecure LLC codes 49 $12,500 PY2023
- JS Accounting, Plc codes 10 $12,173 PY2023
- Pitney Bowes codes 49 $7,000 PY2023
- Comerica Large Cap Equity Index Fun Sched. D C $50.4M PY2023
- Segal codes 11 PY2023
- Western Asset Management Company codes 28 51 $379,620 PY2022
- Angela Alvey codes 30 99 $148,719 PY2022
- Louis Rose codes 30 99 $112,099 PY2022
- Segal Marco Advisors codes 16 27 99 $112,000 PY2022
- Doyle Printing and Offset Co, Inc. codes 36 $111,893 PY2022
- Reinhart, Boerner, van Deuren, Sc codes 29 99 $103,306 PY2022
- The Segal Company, Inc codes 11 99 $85,799 PY2022
- Mooney, Green, Saindon, Murphy & We codes 29 99 $68,840 PY2022
- Comerica Bank codes 18 19 28 38 49 59 60 62 72 $65,705 PY2022
- Annette Soussanin codes 30 $62,312 PY2022
- Innovative Software Solutions, Inc. codes 49 $57,352 PY2022
- Nicole Krakora codes 30 $55,042 PY2022
- Calibre CPA Group PLLC codes 10 99 $51,927 PY2022
- Truist Bank codes 18 $25,706 PY2022
- International Brotherhood of Teamst codes 49 $21,440 PY2022
- Lasalle Consulting Partners, Inc. codes 49 $12,690 PY2022
- JS Accounting, Plc codes 10 $11,093 PY2022
- The Berwyn Group codes 15 16 $8,413 PY2022
- MAH 340 Williams LLC codes 49 $7,748 PY2022
- Comerica Large Cap Equity Index Fun Sched. D C $168M PY2022
- Segal codes 11 PY2022
What changed
10 events
- Dec 31, 2024Consultant changedinferenceSegal Marco Advisors no longer appears on Graphic Arts Industry Joint Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)with Segal Marco Advisorsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Segal Company, Inc appears on Graphic Arts Industry Joint Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)with Segalaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceComerica Bank no longer appears on Graphic Arts Industry Joint Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Comerica Bankaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCherry Bekaert Advisory LLC appears on Graphic Arts Industry Joint Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)with Cherry Bekaert Advisory LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWestern Asset Management Company no longer appears on Graphic Arts Industry Joint Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Jul 1, 2024Funded status changedGraphic Arts Industry Joint Pension Trust funded ratio 8.1% -> 11.1% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedGraphic Arts Industry Joint Pension Trust plan assets $39M -> $51M (+32.1%, 2023-07-01 to 2024-07-01)
- Dec 31, 2023Consultant changedinferenceThe Berwyn Group no longer appears on Graphic Arts Industry Joint Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)with The Berwyn Groupaskebsa.dol.gov
- Jul 1, 2023Funded status changedGraphic Arts Industry Joint Pension Trust funded ratio 5.8% -> 8.1% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedGraphic Arts Industry Joint Pension Trust plan assets $30M -> $39M (+29.4%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521074215-001
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.