Teamsters Local 639 - Employers Pension Trust Fund
Taft-Hartley plan, based in Washington, District of Columbia, reporting $1.7B in assets, for 10,214 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, PKF O'Connor Davies no longer appears on Teamsters Local 639 - Employers Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023).
4 more advisers, 2 more managers, 12 more commitments and 11 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Hardman Johnston Int'l Equity Group3 commitments
- South Lasalle Intrnational Equities3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Hardman Johnston Global Advisors3 commitments
- Columbia Asset Management3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
53 connected entities15 observed commitments10 repeat counterparties9 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 2.5%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 12.2%
- U.S. Government securities 3.9%
- Other investments 0.0%
- Partnership/joint venture interests 30.5%
- 103-12 investment entities 11.1%
- Common/collective trusts 27.5%
- Common stock 10.8%
Consultants and advisers
- PKF O'Connor Davies Advisory General consultantthrough Dec 31, 2023 Form 5500
- Investment Performance Services General consultantInvestment adviser (plan)through Dec 31, 2023 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Hardman Johnston Global Advisors3 rows, latest Dec 31, 2024
- Columbia Asset Management3 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Hardman Johnston Global Advisorsplan years 2022
- F/m Investments LLCplan years 2024
- Washington Capital Management, Inc.plan years 2024
+16 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferencePKF O'Connor Davies no longer appears on Teamsters Local 639 - Employers Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with PKF O'Connor Davies Advisoryaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceHorizon Actuarial no longer appears on Teamsters Local 639 - Employers Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Horizon Actuarial Servicesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceFred Alger & Company no longer appears on Teamsters Local 639 - Employers Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Fred Alger Management, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceRBC Global Asset Management - US no longer appears on Teamsters Local 639 - Employers Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with RBC Global Asset Management Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedF/m Investments, LLC appears on Teamsters Local 639 - Employers Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with F/m Investments LLCaskebsa.dol.gov
+11 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $99.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | South Lasalle Intrnational Equities103 12 ie | Columbia Asset Management | Public equity | $92.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Russell 1000 Growth Icollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $214M held | Disclosed holding | askebsa.dol.gov |
+12 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 10,214 | Not disclosed | Not disclosed | n/a | $1.7B | $527M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,025 | Not disclosed | Not disclosed | n/a | $1.6B | $502M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,911 | Not disclosed | Not disclosed | n/a | $1.5B | $514M | Not disclosed | Not disclosed |
- Intercontinental Real Estate Corp codes 28 51 $758,147 PY2024
- Benesys, Inc. codes 13 $728,202 PY2024
- Hardman Johnston Global Advisors codes 28 51 $619,075 PY2024
+103 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Teamsters Local 639 - Employers Pension Trust Fund sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+13 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+29 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.