Roofers Union Local No.33 Pension Fund
Taft-Hartley plan, based in Stoughton, Massachusetts, reporting $139M in assets, for 1,018 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Meketa Investment Group appears on Roofers Union Local No.33 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
3 more advisers, 6 more managers, 22 more commitments and 14 more dated events
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- Longview Midcap 400 Index Fund3 commitments
- Longview Ultra Construction Loan in3 commitments
- Separate Account J3 commitments
- BNY Mellon4 commitments
- Amalgamated Bank of New York3 commitments
- Amalgamated Bank3 commitments
Relationship network
54 connected entities25 observed commitments18 repeat counterparties21 dated commitments shown here, 2022 to 2024
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 3.4%
- Partnership/joint venture interests 16.1%
- Common/collective trusts 57.4%
- Pooled separate accounts 1.4%
- Registered investment companies 20.5%
Consultants and advisers
- Meketa Investment Group Inc. General consultantthrough Dec 31, 2024 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2023 Form 5500
- Segal Marco Consulting Pension consultantthrough Dec 31, 2022 Form 5500
+3 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
- BNY Mellon4 rows, latest Dec 31, 2024
- Amalgamated Bank of New York3 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Schroderplan years
- GCM Grosvenorplan years 2024
+13 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 changedinferenceMeketa Investment Group appears on Roofers Union Local No.33 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Meketa Investment Group Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedGCM Grosvenor appears on Roofers Union Local No.33 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with GCM Grosvenoraskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNorthern Trust Investor Svcs Group no longer appears on Roofers Union Local No.33 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Northern Trust Investor Svcs Groupaskebsa.dol.gov
- Dec 31, 2024Assets changedRoofers Union Local No.33 Pension Fund total assets $122M -> $139M (+14.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedRoofers Union Local No.33 Pension Fund plan assets $107M -> $122M (+13.4%, 2023-01-01 to 2024-01-01)
+14 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $3,941 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov |
+22 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 Dec 31, 2024 | 1,018 | Not disclosed | Not disclosed | n/a | $139M | $22.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,001 | Not disclosed | Not disclosed | n/a | $122M | $13.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 975 | Not disclosed | Not disclosed | n/a | $107M | $14.1M | Not disclosed | Not disclosed |
- GCM Grosvenor codes 28 51 $83,653 PY2024
- Siguler Guff Small Buyout Op Fd V codes 28 51 $65,939 PY2024
- Jennison U.S. Small Cap Equity codes 28 51 $52,733 PY2024
+63 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Roofers Union Local No.33 Pension Fund sits on 15 traced paths of capital across the graphs.
DFX traced 15 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
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+16 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
+23 connections on the graph
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