DFX Intelligence

Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan

Taft-Hartley plan· Elmhurst, Illinois

Taft-Hartley plan, based in Elmhurst, Illinois, reporting $53.9M in assets, for 741 participants.

Composed from this allocator's classification, location and filed figures.

As of 2023-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $53.9M
Funded ratio: 93.8%
Fund commitments: 1
Managers: 1

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As of 2023-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Jan 2023, Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan funded ratio 99.1% -> 94.3% (2022-01-01 to 2023-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path

Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan

Funds committed to

Common Collective Trust3 commitments

Managers

Schroder Investment Management Nort3 commitments

Relationship network

10 connected entities3 observed commitments2 repeat counterpartiescommitments 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.

What stands out

Reading the network

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.

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What stands out

Reading the network

Sponsor
Fund or vehicle
Service provider
Organization

›How strength and recency are read

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$53.9M

Total assets, Dec 31, 2024 reported

Funded

93.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.2%
Non-interest-bearing cash 0.9%
Other investments 0.0%
Common/collective trusts 11.2%
Registered investment companies 77.8%
Real estate (other than employer real property) 9.4%

Consultants and advisers

3 firms

Segal Marco Consulting Pension consultantthrough Dec 31, 2022 Form 5500
Cheiron Actuarythrough Dec 31, 2022 Form 5500
Amalgamated Bank Custodianthrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Schroder Investment Management Nort3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

LSV Asset Managementplan years 2022

What changed

2 events

Jan 1, 2023Funded status changed
Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan funded ratio 99.1% -> 94.3% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan plan assets $57M -> $47M (-17.4%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Common Collective Trustcollective trust	Schroder Investment Management Nort	Pooled vehicles	$6.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Common Collective Trustcollective trust	Schroder Investment Management Nort	Pooled vehicles	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Common Collective Trustcollective trust	Schroder Investment Management Nort	Pooled vehicles	$4.9M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$53.9M Dec 31, 2024 reported Form 5500

$50.1M (2023-12) · $46.8M (2022-12)

Plan assets

$50.1M Jan 1, 2024 reported Form 5500

$46.8M (2023-01) · $56.7M (2022-01)

Net assets

$53.9M Dec 31, 2024 reported Form 5500

$50.1M (2023-12) · $46.8M (2022-12)

Funded ratio

93.8% Jan 1, 2024 reported Form 5500

94.3% (2023-01) · 99.1% (2022-01)

Participants

741 Jan 1, 2024 reported Form 5500

728 (2023-01) · 732 (2022-01)

Contributions

$1.9M Dec 31, 2024 reported Form 5500

$2.0M (2023-12) · $1.6M (2022-12)

Benefits paid

$3.6M Dec 31, 2024 reported Form 5500

$3.5M (2023-12) · $3.4M (2022-12)

Net investment income

$3.8M Dec 31, 2024 reported Form 5500

$3.3M (2023-12) · -$9.9M (2022-12)

Investment management fees

$27,225 Dec 31, 2024 reported Form 5500

$31,449 (2023-12) · $18,443 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	741	Not disclosed	Not disclosed	n/a	$53.9M	Not disclosed	Not disclosed	$5.1M
2023 to Dec 31, 2023	728	Not disclosed	Not disclosed	n/a	$50.1M	Not disclosed	Not disclosed	$5.4M
2022 to Dec 31, 2022	732	Not disclosed	Not disclosed	n/a	$46.8M	Not disclosed	Not disclosed	$6.4M

Service providers and investment entities as filed (Schedule C and D, latest year first)

Marco Consulting Group codes 17 $50,000 PY2024
Dowd, Bloch, Bennett, Cervone, Auer codes 29 $49,141 PY2024
Cliftonlarsonallen LLP codes 10 $45,329 PY2024

+21 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

Identifiers: EIN-PN 366067654-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Capital chain

Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

2 dated events on the change ledger, latest event first

Funded status changed
2023-01-01source on record
Total assets changed
2023-01-01source 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

+5 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.