Building Laborers Local 310 Pension Fund
Taft-Hartley plan, based in Cleveland, Ohio, reporting $420M in assets, for 3,822 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, PNC Institutional Investments appears on Building Laborers Local 310 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
5 more managers and 24 more commitments
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- Comerica Medium Cap Index Fund3 commitments
- Comerica Small Cap Index Fund3 commitments
- ASB Labor Equity Index Fund3 commitments
- Comerica Bank6 commitments
- Chevy Chase Trust Company3 commitments
- Neuberger Berman Investment Advisers LLC3 commitments
Relationship network
44 connected entities27 observed commitments18 repeat counterparties22 dated commitments shown here, 2023 to 2025
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 0.5%
- Non-interest-bearing cash 0.8%
- Other investments 9.3%
- 103-12 investment entities 2.9%
- Common/collective trusts 82.9%
- Common stock 2.0%
- Real estate (other than employer real property) 1.0%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Apr 30, 2024 Form 5500
- PNC Institutional Investments Custodianthrough Apr 30, 2025 Form 5500
- Segal Actuarythrough Apr 30, 2023 Form 5500
People
Manager roster
- Comerica Bank6 rows, latest Apr 30, 2025
- Chevy Chase Trust Company3 rows, latest Apr 30, 2025
- Neuberger Berman Investment Advisers LLC3 rows, latest Apr 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Comerica Bankplan years 2023, 2024
- Neuberger Bermanplan years
- Neuberger Berman Trust Company, Naplan years
+8 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 startedPNC Institutional Investments appears on Building Laborers Local 310 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with PNC Institutional Investmentsaskebsa.dol.gov
- Apr 30, 2024Holding startedBuilding Laborers Local 310 Pension Fund first reports an interest in Msci Acwi Imi Index Nl Fund (State Street Global Advisors Trust): $84M at 2024-04-30with State Street Global Advisors Trustaskebsa.dol.gov
- Apr 30, 2024Holding endedinferenceBuilding Laborers Local 310 Pension Fund no longer reports Daily Msci Acwi Ex USA Index Nl Fnd (State Street Global Advisors Trust) (last held $78M at 2023-04-30; absent from the 2024-04-30 filing)with State Street Global Advisors Trustaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Comerica Medium Cap Index Fundcollective trust | Comerica Bank | Pooled vehicles | $24.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Comerica Small Cap Index Fundcollective trust | Comerica Bank | Public equity | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $140M held | Disclosed holding | askebsa.dol.gov |
+24 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 Apr 30, 2025 | 3,822 | Not disclosed | Not disclosed | n/a | $420M | Not disclosed | Not disclosed | $4.3M |
| 2023 to Apr 30, 2024 | 3,788 | Not disclosed | Not disclosed | n/a | $405M | Not disclosed | Not disclosed | $4.1M |
| 2022 to Apr 30, 2023 | 3,754 | Not disclosed | Not disclosed | n/a | $381M | Not disclosed | Not disclosed | $4.7M |
- Segal Marco Advisors codes 27 $215,000 PY2024
- Local 310 Fringe Benefit Funds codes 13 $180,958 PY2024
- Loomis Sayles Trust Company codes 28 $119,399 PY2024
+68 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Building Laborers Local 310 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.
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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Record history
- Manager relationship started2024-12-31source on record
- Holding in a pooled vehicle started2024-04-30source on record
- Holding in a pooled vehicle ended2024-04-30source on record
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
+19 connections on the graph
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