Chicago & Vicinity Laborers' District Council Pension Plan
Taft-Hartley plan, based in Westchester, Illinois, reporting $5.2B in assets, for 30,153 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, Chicago & Vicinity Laborers' District Council Pension Plan no longer reports Bnym-M Db Sl Aggregate Bif (BNY Mellon) (last held $177M at 2024-05-31; absent from the 2025-05-31 filing).
3 more advisers, 6 more managers, 28 more commitments and 7 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- Bnym Mellon Db Sl Acwi Ex-Us Fund3 commitments
- Ullico Infrastructure Tax Exempt Fu3 commitments
- Afl-Cio Building Investment Trust3 commitments
- BNY Mellon8 commitments
- Ullico Investment Advisors3 commitments
- Great Gray Trust Company3 commitments
Relationship network
138 connected entities31 observed commitments20 repeat counterparties26 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
›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 1.5%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 6.6%
- U.S. Government securities 5.4%
- Other investments 1.3%
- Partnership/joint venture interests 24.0%
- 103-12 investment entities 4.9%
- Common/collective trusts 48.3%
- Pooled separate accounts 1.8%
- Registered investment companies 1.7%
- Common stock 2.9%
Consultants and advisers
- Marquette Associates Inc. Investment adviser (plan)General consultantthrough May 31, 2025 Form 5500
- Sikich LLP General consultantthrough May 31, 2025 Form 5500
- Stepstone Group Real Estate Holding Investment adviser (plan)through May 31, 2023 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 Mellon8 rows, latest May 31, 2025
- Ullico Investment Advisors3 rows, latest May 31, 2025
- Great Gray Trust Company3 rows, latest May 31, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Parametric Portfolio Associatesplan years 2023
- National Investment Svcs of Amerplan years 2023
- Bairdplan years 2025
+14 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- May 31, 2025Holding endedinferenceChicago & Vicinity Laborers' District Council Pension Plan no longer reports Bnym-M Db Sl Aggregate Bif (BNY Mellon) (last held $177M at 2024-05-31; absent from the 2025-05-31 filing)with BNY Mellonaskebsa.dol.gov
- May 31, 2025Holding endedinferenceChicago & Vicinity Laborers' District Council Pension Plan no longer reports William Blair Intl Sm Cp Grwth Coll (William Blair Investment Management) (last held $69M at 2024-05-31; absent from the 2025-05-31 filing)with William Blair Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedRobert W Baird & Co Inc appears on Chicago & Vicinity Laborers' District Council Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Bairdaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSikich LLP appears on Chicago & Vicinity Laborers' District Council Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Sikich LLPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceStepstone Group Real Estate LP no longer appears on Chicago & Vicinity Laborers' District Council Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Stepstone Group Real Estate Holdingaskebsa.dol.gov
+7 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 May 31, 2025 | Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $416M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $101M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $23.3M held | Disclosed holding | askebsa.dol.gov |
+28 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 May 31, 2025 | 30,153 | Not disclosed | Not disclosed | n/a | $5.2B | $1.3B | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 30,036 | Not disclosed | Not disclosed | n/a | $4.8B | $1.2B | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 29,522 | Not disclosed | Not disclosed | n/a | $4.3B | $1.2B | Not disclosed | Not disclosed |
- Ullico Investment Advisors codes 28 51 $2.1M PY2024
- LSV Asset Management codes 28 51 $788,804 PY2024
- Loomis, Sayles, & Company codes 28 51 $730,841 PY2024
+292 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Chicago & Vicinity Laborers' District Council Pension Plan 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
- Holding in a pooled vehicle ended2025-05-31source on record
- Holding in a pooled vehicle ended2025-05-31source on record
- Manager relationship started2024-12-31source on record
+9 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
+27 connections on the graph
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