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
Bricklayers & Allied Craftsmen Local 1 of MD, Va & Dc Baltimore Chapter Pension Fund
Taft-Hartley planTowson, MD
Assets
$46.7M
Total assets, Mar 31, 2025 reported
Funded
104.6%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
7
1 managers on Schedule C
Plan sponsor: Bricklayers & Allied Craftsmen Local 1 of MD, Va & Dc Balt Chapter Pen
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 2.0%
- U.S. Government securities 3.4%
- Other investments 12.3%
- Partnership/joint venture interests 33.8%
- 103-12 investment entities 10.8%
- Common/collective trusts 16.1%
- Registered investment companies 2.5%
- Common stock 17.3%
Consultants and advisers
4 firms
- Investment Performance Services Investment adviser (plan)through Mar 31, 2023 Form 5500
- US Bank Custodianthrough Mar 31, 2025 Form 5500
- Segal Actuarythrough Mar 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- ABS Allegiance Real Estate3 rows, latest Mar 31, 2025
- Johnston International Equity3 rows, latest Mar 31, 2025
- State Street Global Advisors Trust1 rows, latest Mar 31, 2025
From Schedule C (investment management, code 28)
- Boyd Watterson Asset Managementplan years 2025
- Brown Advisory LLCplan years 2023
- Wedge Capitalplan years 2023
- Sierra Investment Partners Inc.plan years 2023
- Hardman Johnston Global Advisorsplan years 2023
- Chevy Chase Trustplan years 2023
- ASB Capital Management LLCplan years 2023
Commitments
7 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 Mar 31, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston International Equity | Public equity | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Russell 1000 Growth Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston International Equity | Public equity | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston International Equity | Public equity | $4.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$272,097 (2024-03) · $271,006 (2023-03)
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 Mar 31, 2025 | 795 | n/a | n/a | n/a | $46.7M | $15.8M | n/a | n/a |
| 2023 to Mar 31, 2024 | 634 | n/a | n/a | n/a | $48.2M | $15.6M | n/a | n/a |
| 2022 to Mar 31, 2023 | 638 | n/a | n/a | n/a | $45.7M | $14.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Beacon Administrators codes 13 50 $140,646 PY2024
- The Segal Company codes 11 17 50 $93,845 PY2024
- Boyd Watterson Asset Management codes 28 51 $67,969 PY2024
- Novak Francella, LLC codes 10 50 $43,648 PY2024
- Investment Performance Services LLC codes 27 50 $42,500 PY2024
- Wedge Capital Management codes 51 68 $36,969 PY2024
- Hardman Johnston Global Advisors Ll codes 51 $35,606 PY2024
- Sierra Investments Partners, Inc. codes 28 $34,443 PY2024
- O'Donoghue & O'Donoghue, LLP codes 29 50 $22,066 PY2024
- ASB Capital Management LLC codes 28 51 $15,622 PY2024
- Doyle Printing & Offset Co. codes 36 50 $15,339 PY2024
- Bridgeway Benefit Technologies codes 15 50 $10,000 PY2024
- Brown Advisory LLC codes 28 51 68 $9,477 PY2024
- Chevy Chase Trust Company codes 28 51 $5,348 PY2024
- US Bank National Association codes 19 50 $5,248 PY2024
- State Street Russell 1000(r) Growth Sched. D C $5.5M PY2024
- Hardman Johnston Int'l Equity Group Sched. D E $5.1M PY2024
- ASB Allegiance Real Estate Fund Sched. D C $2.1M PY2024
- Segal codes 11 PY2024
- Beacon Administrators codes 13 50 $97,325 PY2023
- The Segal Company codes 11 17 50 $67,596 PY2023
- O'Donoghue & O'Donoghue, LLP codes 29 50 $62,898 PY2023
- Brown Advisory LLC codes 28 51 68 $58,342 PY2023
- Investment Performance Services LLC codes 27 50 $42,500 PY2023
- Wedge Capital Management codes 51 68 $39,287 PY2023
- Hardman Johnston Global Advisors Ll codes 51 $31,585 PY2023
- Sierra Investments Partners, Inc. codes 28 $31,095 PY2023
- Novak Francella, LLC codes 10 50 $25,775 PY2023
- Doyle Printing & Offset Co. codes 36 50 $15,589 PY2023
- Bridgeway Benefit Technologies codes 15 50 $13,340 PY2023
- Chevy Chase Trust Company codes 28 51 $13,140 PY2023
- ASB Capital Management LLC codes 28 51 $13,140 PY2023
- ASB Allegiance Real Estate Fund Sched. D C $2.3M PY2023
- Hardman Johnston Int'l Equity Group Sched. D E $4.5M PY2023
- Segal codes 11 PY2023
- Beacon Administrators codes 13 50 $71,981 PY2022
- The Segal Company codes 11 17 50 $64,334 PY2022
- Brown Advisory LLC codes 28 51 68 $52,348 PY2022
- Investment Performance Services LLC codes 27 50 $42,500 PY2022
- Wedge Capital Management codes 51 68 $40,544 PY2022
- Hardman Johnston Global Advisors Ll codes 51 $37,888 PY2022
- Sierra Investments Partners, Inc. codes 28 $30,292 PY2022
- Novak Francella, LLC codes 10 50 $26,465 PY2022
- O'Donoghue & O'Donoghue, LLP codes 29 50 $24,334 PY2022
- ASB Capital Management LLC codes 28 51 $20,738 PY2022
- Chevy Chase Trust Company codes 28 51 $20,738 PY2022
- Doyle Printing & Offset Co. codes 36 50 $8,605 PY2022
- Zenith-American Solutions codes 13 50 $6,297 PY2022
- ASB Allegiance Real Estate Fund Sched. D C $3.1M PY2022
- Hardman Johnston Int'l Equity Group Sched. D E $4.3M PY2022
- Segal codes 11 PY2022
What changed
2 events
- Mar 31, 2025Holding startedBricklayers & Allied Craftsmen Local 1 of MD, Va & Dc Baltimore Chapter Pension Fund first reports an interest in Russell 1000 Growth Index Nl Fund (State Street Global Advisors Trust): $5M at 2025-03-31with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBoyd Watterson Asset Management appears on Bricklayers & Allied Craftsmen Local 1 of MD, Va & Dc Baltimore Chapter Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Boyd Watterson Asset Managementaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520734390-001
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.