Afl-Cio Staff Retirement Plan
Taft-Hartley plan, based in Washington, District of Columbia, reporting $776M in assets, for 4,292 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Afl-Cio Staff Retirement Plan first reports an interest in Capital Group Core Plus Total Retur (Capital Guardian Trust Company): $51M at 2025-06-30.
5 more managers and 25 more commitments
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 Ultra Construction Loan in3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Multi-Employer Property Trust3 commitments
- Ullico Investment Advisors, Inc.9 commitments
- Amalgamated Bank3 commitments
- Great Gray Trust Company3 commitments
Relationship network
41 connected entities28 observed commitments15 repeat counterparties21 dated commitments shown here, 2023 to 2025
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%
- Insurance company general account 0.0%
- Other investments 0.0%
- Partnership/joint venture interests 6.7%
- 103-12 investment entities 7.8%
- Common/collective trusts 54.4%
- Pooled separate accounts 10.7%
- Registered investment companies 9.4%
- Common stock 7.2%
Consultants and advisers
- Amalgamated Bank Pension consultantthrough Jun 30, 2023 Form 5500
- Segal Actuarythrough Jun 30, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Ullico Investment Advisors, Inc.9 rows, latest Jun 30, 2025
- Amalgamated Bank3 rows, latest Jun 30, 2025
- Great Gray Trust Company3 rows, latest Jun 30, 2025
+5 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.
- Ullico Investment Advisors, Inc.plan years 2023
- Amalgamated Bankplan years
- Dana Investment Advisors, Inc.plan years 2024
+4 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
- Jun 30, 2025Holding startedAfl-Cio Staff Retirement Plan first reports an interest in Capital Group Core Plus Total Retur (Capital Guardian Trust Company): $51M at 2025-06-30with Capital Guardian Trust Companyaskebsa.dol.gov
- Jun 30, 2025Holding startedAfl-Cio Staff Retirement Plan first reports an interest in Invesco Core Fixed Income Trust (Invesco Trust Company): $65M at 2025-06-30with Invesco Trust Companyaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceAfl-Cio Staff Retirement Plan no longer reports Invesco Global Asset Allocation Str (Invesco Trust Company) (last held $26M at 2024-06-30; absent from the 2025-06-30 filing)with Invesco Trust Companyaskebsa.dol.gov
- Jul 1, 2024Funded status changedAfl-Cio Staff Retirement Plan funded ratio 94.2% -> 96.4% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Manager relationship startedDana Investment Advisors, Inc appears on Afl-Cio Staff Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Dana Investment Advisors, Inc.askebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $1,408 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $57.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $5.6M held | Disclosed holding | askebsa.dol.gov |
+25 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 Jun 30, 2025 | 4,292 | Not disclosed | Not disclosed | n/a | $776M | $52.0M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 4,246 | Not disclosed | Not disclosed | n/a | $713M | $54.8M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 4,156 | Not disclosed | Not disclosed | n/a | $677M | $65.3M | Not disclosed | Not disclosed |
- The Segal Group codes 11 16 $897,861 PY2024
- Ullico Investment Advisors Inc. codes 28 51 68 $678,618 PY2024
- Zenith American Solutions codes 13 50 $337,153 PY2024
+59 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
Afl-Cio Staff Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
+2 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
+12 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.