Ufcw Union Local 919 & Contributing Employers' Food Pension Fund
Taft-Hartley plan, based in Farmington, Connecticut, reporting $470M in assets, for 12,807 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, 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).
2 more advisers, 4 more managers, 18 more commitments and 6 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- Prisa3 commitments
- Multi-Employer Property Trust3 commitments
- Nhit Global Fixed Income Fund3 commitments
- Prudential Insurance Company of Ame3 commitments
- NEW Tower Trust Company3 commitments
- Loomis Sayles3 commitments
Relationship network
60 connected entities21 observed commitments15 repeat counterparties17 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 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
- Segal Marco Advisors Investment adviser (plan)Pension consultantthrough Dec 31, 2024 Form 5500
- Bank of America Trusteethrough Dec 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
+2 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
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Loomis Sayles3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Siguler Guff Advisorsplan years 2024
- Merganser Capital Managementplan years 2024
- Constitution Capital Partners, LLCplan 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, 2024Manager relationship startedSigular 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 startedConstitution 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 endedinferenceIntech 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 endedinferenceEmployee 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 startedMerganser 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
+6 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 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $15.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nhit Global Fixed Income Fundcollective trust | Loomis Sayles | Fixed income | $19.6M held | Disclosed holding | askebsa.dol.gov |
+18 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 Dec 31, 2024 | 12,807 | Not disclosed | Not disclosed | n/a | $470M | $173M | Not disclosed | $10.6M |
| 2023 to Dec 31, 2023 | 12,623 | Not disclosed | Not disclosed | n/a | $450M | $170M | Not disclosed | $11.2M |
| 2022 to Dec 31, 2022 | 12,627 | Not disclosed | Not disclosed | n/a | $420M | $153M | Not disclosed | $13.3M |
- Segal Company codes 11 17 50 $302,009 PY2024
- Panagora Asset Management codes 28 51 68 $246,175 PY2024
- Sterling Organization LLC codes 28 51 $186,238 PY2024
+112 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ufcw Union Local 919 & Contributing Employers' Food Pension Fund 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.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+8 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
+26 connections on the graph
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