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

Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund

Taft-Hartley planBingham Farms, MI
Assets
$19.4M
Total assets, Apr 30, 2025 reported
Funded
86.7%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: JT Bd of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen Fd
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (other) 7.0%
  • U.S. Government securities 10.8%
  • Other investments 5.2%
  • Registered investment companies 17.9%
  • Common stock 56.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$19.4M Apr 30, 2025 reported Form 5500
$19.1M (2024-04) · $18.8M (2023-04)
Plan assets
$19.1M May 1, 2024 reported Form 5500
$18.7M (2023-05) · $19.5M (2022-05)
Net assets
$19.4M Apr 30, 2025 reported Form 5500
$19.1M (2024-04) · $18.7M (2023-04)
Funded ratio
86.7% May 1, 2024 reported Form 5500
87.3% (2023-05) · 87.5% (2022-05)
Participants
250 May 1, 2024 reported Form 5500
257 (2023-05) · 258 (2022-05)
Contributions
$351,800 Apr 30, 2025 reported Form 5500
$432,380 (2024-04) · $506,053 (2023-04)
Benefits paid
$1.6M Apr 30, 2025 reported Form 5500
$1.5M (2024-04) · $1.4M (2023-04)
Net investment income
$300,247 Apr 30, 2025 reported Form 5500
$406,843 (2024-04) · $-771,267 (2023-04)
Investment management fees
$130,892 Apr 30, 2025 reported Form 5500
$48,091 (2024-04) · $118,107 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025250n/an/an/a$19.4Mn/an/an/a
2023 to Apr 30, 2024257n/an/an/a$19.1Mn/an/an/a
2022 to Apr 30, 2023258n/an/an/a$18.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Dec 31, 2024Manager relationship endedinference
    Ziegler Capital Managment, LLC no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ziegler Capital Managment, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Earnest Partners no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Earnest Partnersaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Clearbridge Investments, LLC no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Clearbridge Investments, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Delaware Capital no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Delaware Capitalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Confluence Investment Management no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Confluence Investment Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Polen Capital no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Polen Capitalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Western Asset Management no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Western Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Invesco no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Invescoaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Lazard Asset Management no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Lazard Asset Management LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516079899-001
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.