Connecticut Laborers' Pension Plan
Taft-Hartley plan, based in West Haven, Connecticut, reporting $601M in assets, for 6,942 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, UBS Realty Investors LLC no longer appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
2 more advisers, 4 more managers, 21 more commitments and 2 more dated events
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- GMO Multi-Strategy Fund (onshore)3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- State Street Intl Active Sl Fund3 commitments
- State Street Global Advisors Trust Company6 commitments
- Grantham Mayo van Otterloo & Co LLC3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
60 connected entities24 observed commitments15 repeat counterparties16 dated commitments shown here, 2022 to 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 0.4%
- Non-interest-bearing cash 1.7%
- Corporate debt instruments (other) 1.7%
- U.S. Government securities 1.0%
- Other investments 0.2%
- Partnership/joint venture interests 11.4%
- 103-12 investment entities 7.9%
- Common/collective trusts 48.2%
- Pooled separate accounts 5.6%
- Registered investment companies 10.4%
- Common stock 10.1%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- Principal Spectrum Asset Management Custodianthrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
- Grantham Mayo van Otterloo & Co LLC3 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Pimcoplan years
- Grantham Mayo van Otterloo & Co LLCplan years
- GMO Benchmark Free Fund Class IIIplan years 2023
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship endedinferenceUBS Realty Investors LLC no longer appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ubsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedLSV Asset Management appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with LSV Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedGMO Benchmark Free Fund Class III appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with GMO Benchmark Free Fund Class IIIaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedASB Capital Management appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with ABS Allegiance Real Estateaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedGoodwin Capital Advisors appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Goodwin Capital Advisersaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | GMO Multi-Strategy Fund (onshore)103 12 ie | Grantham Mayo van Otterloo & Co LLC | Hedge / diversifiers | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $43.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street Intl Active Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $52.6M held | Disclosed holding | askebsa.dol.gov |
+21 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 Dec 31, 2024 | 6,942 | Not disclosed | Not disclosed | n/a | $601M | $68.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,927 | Not disclosed | Not disclosed | n/a | $565M | $68.4M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,746 | Not disclosed | Not disclosed | n/a | $532M | $85.8M | Not disclosed | Not disclosed |
- ASB Capital Management codes 28 51 $376,208 PY2024
- State Street Global Advisors codes 19 51 52 99 $331,809 PY2024
- LSV Asset Management codes 28 51 $281,928 PY2024
+100 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Connecticut Laborers' Pension Plan sits on 7 traced paths of capital across the graphs.
DFX traced 7 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2023-12-31source on record
- Manager relationship started2023-12-31source on record
+4 more changes on this record's ledger
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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
+17 connections on the graph
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