Westchester Teamsters Local 456 Pension Fund
Taft-Hartley plan, based in Elmsford, New York, reporting $274M in assets, for 2,207 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Hess Technology Consulting, Inc. appears on Westchester Teamsters Local 456 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
5 more advisers and 1 more commitment
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- Inter Enh Core US Rl Est Inc Fd4 commitments
Relationship network
26 connected entities4 observed commitments1 repeat counterpartycommitments 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 1.6%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (preferred) 13.1%
- U.S. Government securities 24.8%
- Other investments 0.0%
- Common/collective trusts 4.6%
- Common stock 52.6%
- Real estate (other than employer real property) 2.0%
Consultants and advisers
- Merrill Lynch,pierce,fenner & Smith Investment adviser (plan)through Dec 31, 2025 Form 5500
- TPA Corporation General consultantthrough Dec 31, 2025 Form 5500
- Hess Technology Consulting, Inc. General consultantthrough Dec 31, 2025 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
- JP Morganplan years 2025
- Lord, Abbett & Co LLCplan years 2025
- Blackrockplan years 2025
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Consultant changedinferenceHess Technology Consulting, Inc. appears on Westchester Teamsters Local 456 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Hess Technology Consulting, Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedWestchester Teamsters Local 456 Pension Fund total assets $241M -> $266M (+10.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedWestchester Teamsters Local 456 Pension Fund funded ratio 102.2% -> 105.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedWestchester Teamsters Local 456 Pension Fund plan assets $252M -> $212M (-15.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Inter Enh Core US Rl Est Inc Fdcollective trust | Global Trust Company | Pooled vehicles | $12.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Inter Enh Core US Rl Est Inc Fdcollective trust | Global Trust Company | Pooled vehicles | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Inter Enh Core US Rl Est Inc Fdcollective trust | Global Trust Company | Pooled vehicles | $12.8M 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 | 2,207 | Not disclosed | Not disclosed | n/a | $274M | Not disclosed | Not disclosed | $5.5M |
| 2024 to Dec 31, 2024 | 2,185 | Not disclosed | Not disclosed | n/a | $266M | Not disclosed | Not disclosed | $6.1M |
| 2023 to Dec 31, 2023 | 2,244 | Not disclosed | Not disclosed | n/a | $241M | Not disclosed | Not disclosed | $6.5M |
| 2022 to Dec 31, 2022 | 2,261 | Not disclosed | Not disclosed | n/a | $219M | Not disclosed | Not disclosed | $6.4M |
- Merrill Lynch codes 27 51 70 $266,324 PY2025
- Clearbridge Investments, LLC codes 28 51 $194,900 PY2025
- Lord Abbett & Co. LLC codes 28 51 $184,001 PY2025
+77 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
+1 more change 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
+18 connections on the graph
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