Local 298 Pension Fund
Taft-Hartley plan, based in Valley Stream, New York, reporting $27.2M in assets, for 2,467 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
1 more commitment
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Invesco Core Plus Fixed Income Trus1 commitment
- Longview Largecap 500 Index Fund1 commitment
- Longview Midcap 400 Index Fund1 commitment
- Amalgamated Bank of New York2 commitments
- Invesco Trust Company1 commitment
- NEW Tower Trust Company1 commitment
Relationship network
24 connected entities4 observed commitments1 repeat counterpartycommitments 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 1.2%
- Common/collective trusts 68.2%
- Registered investment companies 18.1%
- Real estate (other than employer real property) 12.1%
Consultants and advisers
- TPA Corporation General consultantthrough Dec 31, 2024 Form 5500
- Dickinson Group, LLC Actuarythrough Dec 31, 2024 Form 5500
- Summit Actuarial Services Actuarythrough Dec 31, 2024 Form 5500
People
Manager roster
- Amalgamated Bank of New York2 rows, latest Dec 31, 2024
- Invesco Trust Company1 row, latest Dec 31, 2024
- NEW Tower Trust Company1 row, latest Dec 31, 2024
- Invesco Trust Companyplan years
- Interncontinental US Real Estate inplan years 2024
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Invesco Core Plus Fixed Income Truscollective trust | Invesco Trust Company | Fixed income | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $12.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 2,467 | Not disclosed | Not disclosed | n/a | $27.2M | Not disclosed | Not disclosed | $3.3M |
- Anthony Miranti codes 30 50 $43,448 PY2024
- Victor Lagreca codes 30 50 $34,110 PY2024
- Barnes, Iaccarino, & Shepherd LLP codes 29 50 $31,120 PY2024
+14 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Local 298 Pension Fund sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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›Connections
every published relationship on the graph
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.