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
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund
Taft-Hartley planLOS Angeles, CA
Assets
$928M
Total assets, Dec 31, 2024 reported
Funded
105.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: Board of Trustees, Southern California United Food
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.5%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 3.1%
- Corporate debt instruments (preferred) 0.1%
- U.S. Government securities 11.2%
- Other investments 0.5%
- 103-12 investment entities 6.2%
- Registered investment companies 49.3%
- Common stock 23.0%
- Preferred stock 0.1%
Consultants and advisers
4 firms
- RV Kuhns & Associates Pension consultantthrough Dec 31, 2022 Form 5500
- The Segal Co (western States), Inc. Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Bridgewater3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Metropolitan West Asset Managementplan years 2024
- Dodge & Coxplan years 2022
- Pacific Investmt Management Co LLCplan years 2022
- The Boston Companyplan years 2022
- Hoisington Investment Management Coplan years 2022
- TCW Asset Management Co LLCplan years 2022
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 Dec 31, 2024 | ALL Weather Portfolio Limited103 12 ie | Bridgewater | Pooled vehicles | $57.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | ALL Weather Portfolio Limited103 12 ie | Bridgewater | Pooled vehicles | $70.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | ALL Weather Portfolio Limited103 12 ie | Bridgewater | Pooled vehicles | $63.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Dec 31, 2024 | 27,427 | n/a | n/a | n/a | $928M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 27,590 | n/a | n/a | n/a | $884M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 27,203 | n/a | n/a | n/a | $798M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- TCW Asset Management Company codes 51 $540,928 PY2024
- Dodge & Cox codes 28 51 52 68 $528,262 PY2024
- Pacific Investment Mgmt Company LLC codes 28 51 52 68 $265,081 PY2024
- Robeco Investment Mgmt Company codes 51 68 $212,557 PY2024
- Hoisington Investment Management Co codes 28 51 $185,199 PY2024
- The Segal Company, Western States codes 11 17 $146,353 PY2024
- The Northern Trust Co. codes 18 19 25 50 $107,034 PY2024
- Miller Kaplan Arase LLP codes 10 50 $92,162 PY2024
- Schwartz Steinsapir Dohrmann & Somm codes 29 $79,254 PY2024
- RVK, Inc. codes 17 50 $74,407 PY2024
- Bridgeway Benefit Technologies codes 15 50 $60,970 PY2024
- Transomatic Corporation codes 15 50 $50,024 PY2024
- John Young codes 30 50 $42,814 PY2024
- Seyfarth Shaw LLP codes 29 $32,549 PY2024
- David Pidlaoan codes 30 50 $28,852 PY2024
- Elizabeth Elliot codes 30 50 $25,747 PY2024
- Mark May codes 30 50 $25,298 PY2024
- TPX Communications codes 49 50 $20,631 PY2024
- A & a Mailing and Fulfillment, Inc. codes 36 49 50 $18,242 PY2024
- Union Graphics, LLC codes 38 50 $18,193 PY2024
- ADP, LLC codes 99 $16,090 PY2024
- Continental Building Maintenance codes 49 50 $5,338 PY2024
- ALL Weather Portfolio Limited Sched. D E $57.3M PY2024
- Segal codes 11 PY2024
- TCW Asset Management Company codes 51 $495,041 PY2023
- Dodge & Cox codes 28 51 52 68 $485,361 PY2023
- Pacific Investment Mgmt Company LLC codes 28 51 52 68 $221,874 PY2023
- Hoisington Investment Management Co codes 28 51 $179,577 PY2023
- Robeco Investment Mgmt Company codes 51 68 $178,911 PY2023
- Schwartz Steinsapir Dohrmann & Somm codes 29 $126,994 PY2023
- The Segal Company, Western States codes 11 17 $123,105 PY2023
- The Northern Trust Co. codes 18 19 25 50 $102,852 PY2023
- Miller Kaplan Arase LLP codes 10 50 $94,935 PY2023
- RVK, Inc. codes 17 50 $72,240 PY2023
- Transomatic Corporation codes 15 50 $59,768 PY2023
- Bridgeway Benefit Technologies codes 15 50 $57,957 PY2023
- John Young codes 30 50 $41,137 PY2023
- David Pidlaoan codes 30 50 $26,919 PY2023
- TPX Communications codes 49 50 $18,878 PY2023
- ADP, LLC codes 99 $12,309 PY2023
- Union Graphics, LLC codes 38 50 $12,187 PY2023
- Continental Building Maintenance codes 49 50 $5,775 PY2023
- ALL Weather Portfolio Limited Sched. D E $70.8M PY2023
- Segal codes 11 PY2023
- Dodge & Cox codes 28 51 52 68 $494,391 PY2022
- TCW Asset Management Company codes 51 $453,293 PY2022
- Pacific Investment Mgmt Company LLC codes 28 51 52 68 $219,324 PY2022
- Hoisington Investment Management Co codes 28 51 $191,909 PY2022
- Robeco Investment Mgmt Company codes 51 68 $182,897 PY2022
- The Northern Trust Co. codes 19 50 62 $110,366 PY2022
- The Segal Company, Western States codes 11 17 $108,223 PY2022
- Miller Kaplan Arase LLP codes 10 50 $97,530 PY2022
- Schwartz Steinsapir Dohrmann & Somm codes 29 $91,954 PY2022
- RVK, Inc. codes 17 50 $70,227 PY2022
- TPX Communications codes 49 50 $70,187 PY2022
- Transomatic Corporation codes 15 50 $62,793 PY2022
- ADP, LLC codes 99 $60,626 PY2022
- Innovative Software Solutions, Inc. codes 15 50 $53,460 PY2022
- John Young codes 30 50 $38,769 PY2022
- Carolyn Petrilli codes 30 50 $26,808 PY2022
- Continental Building Maintenance codes 49 50 $22,829 PY2022
- Union Graphics, LLC codes 38 50 $20,449 PY2022
- U.S. Bank Equipment Finance codes 38 50 $14,792 PY2022
- Acronis Inc codes 15 50 $14,000 PY2022
- Johnson Controls codes 49 50 $9,917 PY2022
- Gardeners Inc codes 49 50 $7,980 PY2022
- Life Status 360 codes 49 50 $5,264 PY2022
- ALL Weather Portfolio Limited Sched. D E $63.9M PY2022
- Segal codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedSouthern California United Food and Commercial Workers Unions and Drug Employers Pension Fund funded ratio 109.3% -> 105.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSouthern California United Food and Commercial Workers Unions and Drug Employers Pension Fund plan assets $797M -> $883M (+10.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSouthern California United Food and Commercial Workers Unions and Drug Employers Pension Fund total assets $798M -> $884M (+10.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSouthern California United Food and Commercial Workers Unions and Drug Employers Pension Fund funded ratio 113.1% -> 109.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSouthern California United Food and Commercial Workers Unions and Drug Employers Pension Fund plan assets $1.0B -> $797M (-21.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516029925-001
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.