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

Building Service 32bj Pension Fund

Taft-Hartley planNEW York, NY
Assets
$4.6B
Total assets, Jun 30, 2025 reported
Funded
82.7%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
36
1 managers on Schedule C
Plan sponsor: Board of Trustees of the Building Service 32bj Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.3%
  • Non-interest-bearing cash 0.6%
  • Corporate debt instruments (other) 3.6%
  • Corporate debt instruments (preferred) 2.4%
  • U.S. Government securities 0.4%
  • Partnership/joint venture interests 19.2%
  • 103-12 investment entities 1.5%
  • Common/collective trusts 58.1%
  • Registered investment companies 7.1%
  • Common stock 5.6%
Consultants and advisers
24 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
36 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Adams Street 32bj Fund LP103 12 ieAdams Street Partners, LLCPooled vehicles$69.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$647M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025NT Collective Aggregate Bond Indexcollective trustNorthern Trust Collective Eafe IndeFixed income$540M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025GQG Partners International Equitycollective trustReliance Trust CompanyPublic equity$277M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Altrinsic Collective Investment Trucollective trustAltrinsic Collective Investment TruPooled vehicles$261M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$172M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ssga Russell 1000 Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$158M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$152M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Driehaus Emerging Markets Growthcollective trustDriehaus Capital Management LLCPublic equity$111M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$99.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$96.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$79.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025SS Msci Emerging Mkts Ex China Nl Ccollective trustState Street Global Advisors Trust CompanyPooled vehicles$66.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$580M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024NT Collective Aggregate Bond Indexcollective trustNorthern Trust Collective Eafe IndeFixed income$473M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024GQG Partners International Equitycollective trustReliance Trust CompanyPublic equity$263M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Altrinsic Collective Investment Trucollective trustAltrinsic Collective Investment TruPooled vehicles$219M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$153M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024State Street Msci Eafe 100 Hedgedcollective trustState Street Global Advisors TrustHedge / diversifiers$147M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ssga Russell 1000 Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$139M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Daily Msci Emg Mkts Indx Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$109M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$92.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$73.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$65.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Adams Street 32bj Fund LP103 12 ieAdams Street Partners, LLCPooled vehicles$16.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$507M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023NT Collective Aggregate Bond Indexcollective trustNorthern Trust Collective Eafe IndeFixed income$280M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023GQG Partners International Equitycollective trustReliance Trust CompanyPublic equity$241M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Altrinsic Collective Investment Trucollective trustAltrinsic Collective Investment TruPooled vehicles$240M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Daily Msci Emg Mkts Indx Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$203M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023State Street Msci Eafe 100 Hedgedcollective trustState Street Global Advisors TrustHedge / diversifiers$151M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$132M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ssga Russell 1000 Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$123M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$81.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$66.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$61.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$4.6B Jun 30, 2025 reported Form 5500
$4.1B (2024-06) · $3.5B (2023-06)
Plan assets
$4.1B Jul 1, 2024 reported Form 5500
$3.5B (2023-07) · $3.2B (2022-07)
Net assets
$4.6B Jun 30, 2025 reported Form 5500
$4.1B (2024-06) · $3.5B (2023-06)
Funded ratio
82.7% Jul 1, 2024 reported Form 5500
78.2% (2023-07) · 74.6% (2022-07)
Participants
118,763 Jul 1, 2024 reported Form 5500
120,363 (2023-07) · 116,253 (2022-07)
Contributions
$443M Jun 30, 2025 reported Form 5500
$530M (2024-06) · $318M (2023-06)
Benefits paid
$333M Jun 30, 2025 reported Form 5500
$311M (2024-06) · $305M (2023-06)
Net investment income
$476M Jun 30, 2025 reported Form 5500
$586M (2024-06) · $288M (2023-06)
Investment management fees
$8.1M Jun 30, 2025 reported Form 5500
$7.8M (2024-06) · $6.6M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025118,763n/an/an/a$4.6B$879Mn/an/a
2023 to Jun 30, 2024120,363n/an/an/a$4.1B$816Mn/an/a
2022 to Jun 30, 2023116,253n/an/an/a$3.5B$722Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Altrinsic Global Advisors LLC codes 28 51 52 68 72 $1.3M PY2024
  • LSV Asset Management codes 28 51 $938,117 PY2024
  • Parnassus codes 28 51 $873,641 PY2024
  • Global Infrastructure Partners IV B codes 28 51 $836,964 PY2024
  • Shenkman Capital Management, Inc. codes 28 51 $816,812 PY2024
  • Income Research Management codes 28 51 $536,716 PY2024
  • Grain Management, LLC codes 28 51 52 $530,048 PY2024
  • Proskauer Rose LLP codes 29 50 $495,287 PY2024
  • Schultheis & Panettieri LLP codes 10 50 $456,328 PY2024
  • Raab Sturm & Ganchrow LLP codes 29 50 $420,907 PY2024
  • H&h Graphic Printing Communications codes 36 50 $371,686 PY2024
  • Meketa Investment Group Inc codes 17 27 $365,000 PY2024
  • Vitech Systems Group Inc codes 17 50 $353,571 PY2024
  • The Segal Company codes 11 17 50 $338,087 PY2024
  • State Street Global Advisors codes 28 51 52 $316,514 PY2024
  • Bredhoff & Kaiser PLLC codes 29 50 $305,022 PY2024
  • Health Management Systems Inc codes 17 50 $281,429 PY2024
  • Breton, Regine codes 30 50 $272,432 PY2024
  • Postmaster codes 49 50 $267,780 PY2024
  • The Northern Trust Company codes 28 51 52 $254,377 PY2024
  • Microsoft Corporation codes 15 50 $239,832 PY2024
  • Aponte, Kerri codes 30 50 $235,976 PY2024
  • Rooney, Charles Jeffrey codes 30 50 $218,709 PY2024
  • JP Morgan Chase codes 18 50 $200,745 PY2024
  • Hilbert, Lucinda M codes 30 50 $193,477 PY2024
  • ENG, Nina codes 30 50 $172,562 PY2024
  • Terrell, Nina L codes 30 50 $158,796 PY2024
  • Ciniglio, Michele codes 30 50 $157,943 PY2024
  • Toribio, Yanet codes 30 50 $154,471 PY2024
  • Chakravorty, Ishita codes 30 50 $139,014 PY2024
  • Room, Janice codes 30 50 $133,740 PY2024
  • Rajan, Jaisy Susan codes 30 50 $130,458 PY2024
  • Rroji, Grid codes 30 50 $129,302 PY2024
  • Withumsmith Brown PC codes 10 50 $128,000 PY2024
  • Fernandez, Damaris E codes 30 50 $126,876 PY2024
  • Morhous, Michelle codes 30 50 $126,208 PY2024
  • Spoleti, Mark codes 30 50 $126,208 PY2024
  • Tosado, Luis Antonio codes 30 50 $126,160 PY2024
  • Elcik, Janine codes 30 50 $126,010 PY2024
  • Casilla de Leon, Juni codes 30 50 $125,882 PY2024
  • Acosta, Nancy codes 30 50 $125,076 PY2024
  • Iovine, James codes 30 50 $124,266 PY2024
  • Hernandez, Victor Enrique codes 30 50 $121,951 PY2024
  • Tong, Calvin codes 30 50 $116,502 PY2024
  • Rodriguez, Alejandra E codes 30 50 $114,129 PY2024
  • BNY Mellon codes 28 51 52 $110,817 PY2024
  • Nyamekye, Stephanie a codes 30 50 $110,711 PY2024
  • Sanchez, Silvia L codes 30 50 $110,391 PY2024
  • Amalgamated Bank codes 28 51 52 $110,378 PY2024
  • Granada, Clarencio Tampos codes 30 50 $107,940 PY2024
  • Faulkner, Gillan codes 30 50 $107,768 PY2024
  • Poveromo, Daniela codes 30 50 $106,626 PY2024
  • Reyes, Miguel codes 30 50 $104,395 PY2024
  • Shammah, Ana codes 30 50 $103,804 PY2024
  • Gigliotti, Milena codes 30 50 $96,437 PY2024
  • Adames, Keila codes 30 50 $95,911 PY2024
  • Mclaughlin, Margaret codes 30 50 $95,680 PY2024
  • Chan, Kar Lap codes 30 50 $94,880 PY2024
  • OU, Jinhao codes 30 50 $93,036 PY2024
  • Rivera, Lizzette codes 30 50 $92,762 PY2024
  • KIM, Daniel codes 30 50 $92,264 PY2024
  • Converged Technology Group codes 49 50 $91,452 PY2024
  • Copeland, Alexander codes 30 50 $90,817 PY2024
  • Alam, Imtiaz codes 30 50 $88,695 PY2024
  • Zenith American Solutions Inc codes 12 50 $88,488 PY2024
  • Holmstrom, Ana codes 30 50 $82,326 PY2024
  • Hussain, Safraz codes 30 50 $82,298 PY2024
  • Dasilva, Danielle codes 30 50 $78,290 PY2024
  • The Burgiss Group LLC codes 49 50 $77,751 PY2024
  • Thirumalai, Shreya codes 30 50 $69,616 PY2024
  • Kennedy, Yaritza codes 30 50 $68,631 PY2024
  • The Bachrach Group Ltd codes 17 50 61 $62,345 PY2024
  • Winmill Software codes 15 50 $53,510 PY2024
  • Goldberger, Peter codes 30 50 $52,847 PY2024
  • Bounyasane, Saengchanh codes 30 50 $52,382 PY2024
  • Jenkins, Steve codes 30 50 $46,770 PY2024
  • Hunte Jr., Clinton codes 30 50 $45,748 PY2024
  • Pommells, Elaine codes 30 50 $45,303 PY2024
  • Cordatius LLC codes 17 50 $45,000 PY2024
  • Rodriguez, Antonio Curet codes 30 50 $44,553 PY2024
What changed
33 events
  • Jun 30, 2025Holding started
    Building Service 32bj Pension Fund first reports an interest in Driehaus Emerging Markets Growth (Driehaus Capital Management LLC): $111M at 2025-06-30
    with Driehaus Capital Management LLCaskebsa.dol.gov
  • Jun 30, 2025Holding started
    Building Service 32bj Pension Fund first reports an interest in SS Msci Emerging Mkts Ex China Nl C: $67M at 2025-06-30
    with SS Msci Emerging Mkts Ex China Nl Caskebsa.dol.gov
  • Jun 30, 2025Holding started
    Building Service 32bj Pension Fund first reports an interest in State Street Msci Eafe Index Non-Le (State Street - Russell 2000): $152M at 2025-06-30
    with State Street - Russell 2000askebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    Building Service 32bj Pension Fund no longer reports State Street Msci Eafe 100 Hedged (State Street Global Advisors Trust) (last held $147M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    Building Service 32bj Pension Fund no longer reports Daily Msci Emg Mkts Indx Nl Fund (State Street - Russell 2000) (last held $109M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Jun 30, 2025Assets changed
    Building Service 32bj Pension Fund total assets $4.1B -> $4.6B (+11.6%, 2024-06-30 to 2025-06-30)
    askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    New Millenium Consultants Inc no longer appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
    with New Millenium Consultants Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    BNY Mellon appears on Building Service 32bj Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Bank of New York Mellonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    I Squared Capital no longer appears on Building Service 32bj Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with ISQ Global Infrastructure Fund IIIaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Dynamics Solutions LLC no longer appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Dynamics Solutions LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Zenith Consulting Group LLC no longer appears on Building Service 32bj Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Zenith Consulting Group LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Susan Cowell appears on Building Service 32bj Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Susan Cowellaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    The Phoenix Group Advisors Inc no longer appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
    with The Phoenix Group Advisors Incaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Building Service 32bj Pension Fund funded ratio 78.2% -> 82.7% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jul 1, 2024Assets changed
    Building Service 32bj Pension Fund plan assets $3.5B -> $4.1B (+16.7%, 2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Holding started
    Building Service 32bj Pension Fund first reports an interest in Adams Street 32bj Fund LP: $16M at 2024-06-30
    with Adams Street 32bj Fund LPaskebsa.dol.gov
  • Jun 30, 2024Assets changed
    Building Service 32bj Pension Fund total assets $3.5B -> $4.1B (+16.5%, 2023-06-30 to 2024-06-30)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Michele Occhiogrosso appears on Building Service 32bj Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Michele Occhiogrossoaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    International Integrated Solutions appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with International Integrated Solutionsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Primus High Yield Bond Fund, L.P. no longer appears on Building Service 32bj Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Primus High Yield Bond Fund, L.P.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Cordatius LLC appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Cordatius LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Sungard Availability Services no longer appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Sungard Availability Servicesaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    The Phoenix Group Advisors Inc appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with The Phoenix Group Advisors Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    New Millenium Consultants Inc appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with New Millenium Consultants Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Zenith Consulting Group LLC appears on Building Service 32bj Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Zenith Consulting Group LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Horizon Tek Inc no longer appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Horizon Tek Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    American Realty Advisors no longer appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with American Realty Advisorsaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Saige Inc appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Saige Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Shenkman Capital Management, Inc. appears on Building Service 32bj Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Shenkman Capital Management Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Alvarez & Marsal appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Alvarez & Marshal Tax, LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Randstad Technologies LLC. no longer appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Randstad Technologies LLC.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Dynamics Solutions LLC appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Dynamics Solutions LLCaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Building Service 32bj Pension Fund funded ratio 74.6% -> 78.2% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131879376-001
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.