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

Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United

Taft-Hartley planWhite Plains, NY
Assets
$193M
Total assets, Dec 31, 2024 reported
Funded
113.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
1 managers on Schedule C
Plan sponsor: Trustees of the Laundry,dry Cleaning Wo Rkers and Allied Industries Re
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Other investments 4.8%
  • Partnership/joint venture interests 27.9%
  • 103-12 investment entities 10.2%
  • Common/collective trusts 24.6%
  • Registered investment companies 21.2%
  • Common stock 9.4%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 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, 2024Longview Smallcap 600 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$21,418 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Lazard Global Listed Infrastructure103 12 ieLazard Asset Management LccInfrastructure$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Polen Focus Growth Collective Invescollective trustSEI Trust CompanyPooled vehicles$15.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$16.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Smallcap 600 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$10,990 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Lazard Global Listed Infrastructure103 12 ieLazard Asset Management LccInfrastructure$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Polen Focus Growth Collective Invescollective trustSEI Trust CompanyPooled vehicles$14.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Smallcap 600 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$30,855 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lazard Global Listed Infrastructure103 12 ieLazard Asset Management LccInfrastructure$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Polen Focus Growth Collective Invescollective trustSEI Trust CompanyPooled vehicles$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$13.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$193M Dec 31, 2024 reported Form 5500
$186M (2023-12) · $174M (2022-12)
Plan assets
$186M Jan 1, 2024 reported Form 5500
$174M (2023-01) · $212M (2022-01)
Net assets
$193M Dec 31, 2024 reported Form 5500
$186M (2023-12) · $174M (2022-12)
Funded ratio
113.4% Jan 1, 2024 reported Form 5500
117.8% (2023-01) · 118.8% (2022-01)
Participants
9,398 Jan 1, 2024 reported Form 5500
9,644 (2023-01) · 9,712 (2022-01)
Contributions
$2.2M Dec 31, 2024 reported Form 5500
$2.0M (2023-12) · $2.1M (2022-12)
Benefits paid
$9.4M Dec 31, 2024 reported Form 5500
$9.6M (2023-12) · $9.4M (2022-12)
Net investment income
$7.2M Dec 31, 2024 reported Form 5500
$11.7M (2023-12) · $-37.9M (2022-12)
Investment management fees
$434,889 Dec 31, 2024 reported Form 5500
$436,895 (2023-12) · $456,732 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20249,398n/an/an/a$193M$54.0Mn/an/a
2023 to Dec 31, 20239,644n/an/an/a$186M$50.7Mn/an/a
2022 to Dec 31, 20229,712n/an/an/a$174M$50.7Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Schulte Roth & Zabel LLP codes 29 50 $606,652 PY2024
  • Amalgamated Empoyee Benefits Admini codes 13 50 $463,466 PY2024
  • Horizon Actuarial Services, LLC codes 11 50 $120,964 PY2024
  • Lazard Asset Management LLC codes 28 51 68 $111,512 PY2024
  • LSV Asset Management codes 28 51 $104,294 PY2024
  • Mariner Institutional, LLC codes 28 51 $63,750 PY2024
  • Novak Francella LLC codes 10 50 $47,000 PY2024
  • Hardman Johnston Global Advisor codes 28 50 $42,215 PY2024
  • Aligraphics, a Division of Aeba codes 36 38 50 $22,812 PY2024
  • Amalgamated Bank codes 19 28 51 52 $17,639 PY2024
  • Laundry Dry Cleaning Health Fund codes 15 50 $6,900 PY2024
  • Landmark Equity Advisers LLC codes 28 52 PY2024
  • Newtower Trust Company codes 21 28 52 PY2024
  • Crystal Ibc LLC codes 22 53 PY2024
  • Hamilton Lane Advisors LLC codes 28 52 PY2024
  • Ss&c Technologies codes 15 72 PY2024
  • Lazard Global Listed Infrastructure Sched. D E $12.2M PY2024
  • Longview Smallcap 600 Index Fund Sched. D C $11.7M PY2024
  • Newtower Tst Multiemployer Prop Tst Sched. D C $3.8M PY2024
  • Longview Ultra Construction Loan Fd Sched. D C $21,418 PY2024
  • Hardman Johnston Int'l Equity Group Sched. D E $7.5M PY2024
  • Polen Focus Growth Collective Inves Sched. D C $15.8M PY2024
  • Longview Largecap 500 Index Fund Sched. D C $16.2M PY2024
  • Horizon Actuarial Services, LLC codes 11 PY2024
  • Amalgamated Empoyee Benefits Admini codes 13 50 $473,841 PY2023
  • Schulte Roth & Zabel LLP codes 29 50 $259,250 PY2023
  • Lazard Asset Management LLC codes 28 51 52 $104,925 PY2023
  • LSV Asset Management codes 28 51 $95,638 PY2023
  • Horizon Actuarial Services, LLC codes 11 50 $89,152 PY2023
  • Andco Consulting LLC codes 27 51 $85,000 PY2023
  • Novak Francella LLC codes 10 50 $47,000 PY2023
  • Hardman Johnston Global Advisor codes 28 50 $38,412 PY2023
  • Aligraphics, a Division of Aeba codes 36 38 50 $10,934 PY2023
  • Laundry Dry Cleaning Health Fund codes 15 50 $9,133 PY2023
  • Crystal Ibc LLC codes 22 53 PY2023
  • Landmark Equity Advisers LLC codes 28 52 PY2023
  • Ss&c Technologies codes 15 72 PY2023
  • Hamilton Lane Advisors LLC codes 28 52 PY2023
  • Newtower Trust Company codes 21 28 52 PY2023
  • Longview Smallcap 600 Index Fund Sched. D C $11.7M PY2023
  • Longview Largecap 500 Index Fund Sched. D C $15.4M PY2023
  • Longview Ultra Construction Loan Fd Sched. D C $10,990 PY2023
  • Lazard Global Listed Infrastructure Sched. D E $12.8M PY2023
  • Hardman Johnston Int'l Equity Group Sched. D E $6.6M PY2023
  • Polen Focus Growth Collective Inves Sched. D C $14.8M PY2023
  • Newtower Tst Multiemployer Prop Tst Sched. D C $3.9M PY2023
  • Horizon Actuarial Services, LLC codes 11 PY2023
  • Amalgamated Empoyee Benefits Admini codes 13 50 $491,326 PY2022
  • Schulte Roth & Zabel LLP codes 29 50 $280,627 PY2022
  • Lazard Asset Management LLC codes 28 51 52 $120,997 PY2022
  • LSV Asset Management codes 28 51 $99,846 PY2022
  • Horizon Actuarial Services, LLC codes 11 50 $81,757 PY2022
  • Andco Consulting LLC codes 27 51 $78,625 PY2022
  • Novak Francella LLC codes 10 50 $47,940 PY2022
  • Hardman Johnston Global Advisor codes 28 50 $38,416 PY2022
  • Amalgamated Bank codes 18 28 51 52 $16,780 PY2022
  • Aligraphics, a Division of Aeba codes 36 38 50 $13,212 PY2022
  • Laundry Dry Cleaning Health Fund codes 15 50 $11,339 PY2022
  • Crystal Ibc LLC codes 22 53 PY2022
  • Landmark Equity Advisers LLC codes 28 52 PY2022
  • Ss&c Technologies codes 15 72 PY2022
  • Hamilton Lane Advisors LLC codes 28 52 PY2022
  • Newtower Trust Company codes 21 28 52 PY2022
  • Longview Smallcap 600 Index Fund Sched. D C $10.8M PY2022
  • Newtower Tst Multiemployer Prop Tst Sched. D C $4.7M PY2022
  • Longview Ultra Construction Loan Fd Sched. D C $30,855 PY2022
  • Lazard Global Listed Infrastructure Sched. D E $11.4M PY2022
  • Hardman Johnston Int'l Equity Group Sched. D E $6.2M PY2022
  • Polen Focus Growth Collective Inves Sched. D C $11.9M PY2022
  • Longview Largecap 500 Index Fund Sched. D C $13.5M PY2022
  • Horizon Actuarial Services, LLC codes 11 PY2022
What changed
4 events
  • Dec 31, 2024Manager relationship started
    Amalgamated Bank appears on Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United's Schedule C as investment manager (plan year 2024 vs 2023)
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United funded ratio 117.8% -> 113.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Amalgamated Bank no longer appears on Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United's Schedule C as investment manager (plan year 2023 vs 2022)
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United plan assets $212M -> $174M (-17.9%, 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 135521921-001
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.