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
Shopmens Local 527 Pension Fund
Taft-Hartley planPittsburgh, PA
Assets
n/a
Total assets, Oct 1, 2022 reported
Funded
98.3%
Jan 1, 2022
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Board of Trustees Shopmens Local 527 Pension Fund
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
3 firms
- Standard Valuation Investment adviser (plan)through Oct 1, 2022 Form 5500
- Cheiron Actuarythrough Oct 1, 2022 Form 5500
- PNC Bank Association Custodianthrough Oct 1, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Zacks Investment Managementplan years 2022
- Manning & Napier Advisors, LLCplan years 2022
- Boyd Watterson Asset Managment, LLCplan years 2022
- Great Lakes Advisorsplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Oct 1, 2022 | 1,177 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cheiron, Inc. codes 11 $47,428 PY2022
- Mary Taylor codes 30 $32,650 PY2022
- Diclaudio & Kramer, LLC codes 10 $31,063 PY2022
- Stephen J. O'Brien & Assoc. LLC codes 29 $29,488 PY2022
- Zacks Investment Management codes 28 51 $23,166 PY2022
- Manning & Napier Adviors, LLC codes 28 51 52 68 $19,282 PY2022
- Central Data Services codes 13 $17,840 PY2022
- Great Lakes Advisors, LLC codes 28 51 $15,589 PY2022
- Standard Valuations codes 27 $11,500 PY2022
- Boyd Watterson Asset Managment, LLC codes 28 51 $10,807 PY2022
- PNC Advisors codes 19 28 52 62 63 68 $5,969 PY2022
- Multi-Employer Property Trust-Mept Sched. D C PY2022
- Afl-Cio Equity Index Fund Sched. D C PY2022
- Neuberger Berman Str Multi Fix Inc Sched. D C PY2022
- Cheiron, Inc. codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 256173724-001
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.