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

Suburban Wholesalers Association Pension Plan

Taft-Hartley planWestbury, NY
Assets
$22.3M
Total assets, Mar 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Mar 31, 2025
Commitments
15
none on the tape
Plan sponsor: Trustee of Suburban Wholesalers Association Pension Plan
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 7.9%
  • Non-interest-bearing cash 1.9%
  • Corporate debt instruments (preferred) 1.4%
  • U.S. Government securities 0.2%
  • Other investments 24.3%
  • Partnership/joint venture interests 8.2%
  • Common/collective trusts 49.9%
  • Pooled separate accounts 2.7%
  • Registered investment companies 0.4%
  • Common stock 2.9%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$609,052 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Blackrock Msci Acwi Ex-Us Index Fdcollective trustGreat Gray Collective Investment TrustPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Blackrock Msci Acwi Ex-Us Index Fdcollective trustGreat Gray Collective Investment TrustPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Blackrock Msci Acwi Ex US Index Fdcollective trustWilmington TrustPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$7,290 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
18 readings
Total assets
$22.3M Mar 31, 2025 reported Form 5500
$23.0M (2024-03) · $22.3M (2023-03)
Net assets
$22.2M Mar 31, 2025 reported Form 5500
$23.0M (2024-03) · $22.2M (2023-03)
Participants
1,038 Apr 1, 2024 reported Form 5500
1,068 (2023-04) · 1,069 (2022-04)
Benefits paid
$1.4M Mar 31, 2025 reported Form 5500
$1.4M (2024-03) · $1.4M (2023-03)
Net investment income
$-764,968 Mar 31, 2025 reported Form 5500
$770,309 (2024-03) · $-4.1M (2023-03)
Investment management fees
$42,673 Mar 31, 2025 reported Form 5500
$42,919 (2024-03) · $54,222 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20251,038n/an/an/a$22.3M$1.8Mn/an/a
2023 to Mar 31, 20241,068n/an/an/a$23.0M$1.9Mn/an/a
2022 to Mar 31, 20231,069n/an/an/a$22.3M$2.0Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Proskauer Rose codes 29 50 $90,374 PY2024
  • C&r Consulting codes 13 50 $60,000 PY2024
  • Calibre CPA Group, PLLC codes 10 50 $33,826 PY2024
  • Stuart Grabois codes 20 50 $30,000 PY2024
  • Reynolds Consulting Service codes 27 50 $28,922 PY2024
  • First Actuarial Consulting, Inc. codes 11 50 $25,000 PY2024
  • Bank of America codes 15 19 50 62 $11,321 PY2024
  • Tocqueville Asset Management codes 28 51 $9,398 PY2024
  • Amalgamated Bank codes 19 51 52 $4,353 PY2024
  • Longview Midcap 400 Index Fund Sched. D C $2.5M PY2024
  • Principal US Property Sa-Pg13 Sched. D P $609,052 PY2024
  • Longview Core Bond Fund Sched. D C $1.2M PY2024
  • Longview Largecap 500 Index Fund Sched. D C $5.7M PY2024
  • Blackrock Msci Acwi Ex US Index Fd Sched. D C $1.7M PY2024
  • C&r Consulting codes 13 50 $60,000 PY2023
  • Proskauer Rose codes 29 50 $47,914 PY2023
  • Calibre CPA Group, PLLC codes 10 50 $35,290 PY2023
  • Reynolds Consulting Service codes 27 50 $28,355 PY2023
  • Stuart Grabois codes 20 50 $26,500 PY2023
  • First Actuarial Consulting Inc. codes 17 50 $25,000 PY2023
  • Bank of America codes 15 19 50 62 $15,553 PY2023
  • Tocqueville Asset Management codes 28 51 68 $13,003 PY2023
  • Amalgamated Bank codes 19 51 52 $10,635 PY2023
  • Longview Core Bond Fund Sched. D C $1.1M PY2023
  • Longview Largecap 500 Index Fund Sched. D C $5.9M PY2023
  • Longview Mid Cap 400 Index Fund Sched. D C $3.9M PY2023
  • Blackrock Msci Acwi Ex US Index Fd Sched. D C $1.6M PY2023
  • Principal US Property Sa-Pg13 Sched. D P $1.2M PY2023
  • C&r Consulting codes 13 50 $60,000 PY2022
  • Proskauer Rose codes 29 50 $38,203 PY2022
  • Calibre CPA Group, PLLC codes 10 50 $33,287 PY2022
  • Reynolds Consulting Service codes 27 50 $26,355 PY2022
  • First Actuarial Consulting Inc. codes 17 50 $25,000 PY2022
  • Stuart Grabois codes 20 50 $24,000 PY2022
  • Bank of America codes 15 19 50 62 $17,828 PY2022
  • Tocqueville Asset Management codes 28 51 68 $16,408 PY2022
  • Amalgamated Bank codes 19 51 $9,459 PY2022
  • Principal US Property Sa-Pg13 Sched. D P $1.5M PY2022
  • Longview Core Bond Fund Sched. D C $7,290 PY2022
  • Longview Largecap 500 Index Fund Sched. D C $5.3M PY2022
  • Longview Mid Cap 400 Index Fund Sched. D C $3.4M PY2022
  • Blackrock Msci Acwi Ex US Index Fd Sched. D C $1.4M PY2022
What changed
1 events
  • Dec 31, 2024Consultant changedinference
    First Actuarial Consulting Inc. no longer appears on Suburban Wholesalers Association Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with First Actuarial Consulting, LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221972903-001
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.