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

Ufcw Union Local 919 & Contributing Employers' Food Pension Fund

Taft-Hartley planFarmington, CT
Assets
$470M
Total assets, Dec 31, 2024 reported
Funded
114.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
3 managers on Schedule C
Plan sponsor: Ufcw Union Local 919 & Contributing Empl Pension
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.1%
  • Non-interest-bearing cash 0.4%
  • Corporate debt instruments (other) 3.0%
  • U.S. Government securities 4.3%
  • Other investments 6.3%
  • Partnership/joint venture interests 36.8%
  • Common/collective trusts 31.0%
  • Pooled separate accounts 2.1%
  • Common stock 13.4%
  • Real estate (other than employer real property) 2.3%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nhit Global Fixed Income Fundcollective trustLoomis SaylesFixed income$19.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Equity Index Fundcollective trustChevy Chase TrustPublic equity$63.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$26.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024William Blair International Leaderscollective trustWilliam Blair Investment ManagementPooled vehicles$18.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nhit Global Fixed Income Fundcollective trustLoomis SaylesFixed income$20.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Equity Index Fundcollective trustChevy Chase TrustPublic equity$57.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$24.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023William Blair International Leaderscollective trustWilliam Blair Investment ManagementPooled vehicles$18.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$20.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nhit Global Fixed Income Fundcollective trustLoomis SaylesFixed income$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Equity Index Fundcollective trustChevy Chase TrustPublic equity$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$25.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022William Blair International Leaderscollective trustWilliam Blair Investment ManagementPooled vehicles$16.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$470M Dec 31, 2024 reported Form 5500
$450M (2023-12) · $420M (2022-12)
Plan assets
$447M Jan 1, 2024 reported Form 5500
$419M (2023-01) · $486M (2022-01)
Net assets
$470M Dec 31, 2024 reported Form 5500
$449M (2023-12) · $419M (2022-12)
Funded ratio
114.0% Jan 1, 2024 reported Form 5500
111.8% (2023-01) · 110.9% (2022-01)
Participants
12,807 Jan 1, 2024 reported Form 5500
12,623 (2023-01) · 12,627 (2022-01)
Contributions
$8.2M Dec 31, 2024 reported Form 5500
$8.4M (2023-12) · $8.1M (2022-12)
Benefits paid
$20.9M Dec 31, 2024 reported Form 5500
$19.6M (2023-12) · $18.5M (2022-12)
Net investment income
$20.6M Dec 31, 2024 reported Form 5500
$29.8M (2023-12) · $-66.1M (2022-12)
Investment management fees
$2.6M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $3.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202412,807n/an/an/a$470M$173Mn/a$10.6M
2023 to Dec 31, 202312,623n/an/an/a$450M$170Mn/a$11.2M
2022 to Dec 31, 202212,627n/an/an/a$420M$153Mn/a$13.3M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
11 events
  • Dec 31, 2024Manager relationship started
    Sigular Guff Advisers, LLC appears on Ufcw Union Local 919 & Contributing Employers' Food Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Siguler Guff Advisorsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Constitution Capital Partners, LLC appears on Ufcw Union Local 919 & Contributing Employers' Food Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Constitution Capital Partners, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Intech Investment Management Group no longer appears on Ufcw Union Local 919 & Contributing Employers' Food Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Intech Investment Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Employee 5 no longer appears on Ufcw Union Local 919 & Contributing Employers' Food Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Employee 3askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Merganser Capital Management appears on Ufcw Union Local 919 & Contributing Employers' Food Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Merganser Capital Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Employee 4 no longer appears on Ufcw Union Local 919 & Contributing Employers' Food Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Employee 3askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Ufcw Union Local 919 & Contributing Employers' Food Pension Fund funded ratio 111.8% -> 114.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Corbin Erisa Opportunity Fund no longer appears on Ufcw Union Local 919 & Contributing Employers' Food Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Corbin Capital Partners, LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    BNY Mellon appears on Ufcw Union Local 919 & Contributing Employers' Food Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Bank of New York Mellonaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Entrust Global Partners Offshore LP no longer appears on Ufcw Union Local 919 & Contributing Employers' Food Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Entrust Global Partners Offshore LPaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Ufcw Union Local 919 & Contributing Employers' Food Pension Fund plan assets $486M -> $419M (-13.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061065206-001
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.