Bakery & Confectionery Union & Industry International Pension Fund
Taft-Hartley plan, based in Kensington, Maryland, reporting $6.6B in assets, for 100,402 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Loomis Sayles & Company appears on Bakery & Confectionery Union & Industry International Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
4 more advisers, 3 more managers, 17 more commitments and 7 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- Multi-Employer Property Trust3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Longview Midcap 400 Index Fund3 commitments
- Amalgamated Bank of New York9 commitments
- NEW Tower Trust Company3 commitments
- Great Gray Trust Company3 commitments
Relationship network
77 connected entities20 observed commitments11 repeat counterparties18 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 1.4%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 63.8%
- U.S. Government securities 7.1%
- Other investments 7.1%
- Common/collective trusts 7.8%
- Registered investment companies 1.9%
- Common stock 3.1%
- Real estate (other than employer real property) 1.0%
Consultants and advisers
- Segal Marco Advisors General consultantthrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
+4 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
- Amalgamated Bank of New York9 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bank of New Yorkplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
+21 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 startedLoomis Sayles & Company appears on Bakery & Confectionery Union & Industry International Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLazard Asset Management no longer appears on Bakery & Confectionery Union & Industry International Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Lazard Asset Management LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNisa Investment Advisors, LLC appears on Bakery & Confectionery Union & Industry International Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlackrock Institutional Trust Co no longer appears on Bakery & Confectionery Union & Industry International Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedIncome Research & Management appears on Bakery & Confectionery Union & Industry International Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Income Research & Mgmt. Inc.askebsa.dol.gov
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $90.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $126M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $71.7M held | Disclosed holding | askebsa.dol.gov |
+17 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 | 100,402 | Not disclosed | Not disclosed | n/a | $6.6B | Not disclosed | Not disclosed | $67.7M |
| 2023 to Dec 31, 2023 | 102,032 | Not disclosed | Not disclosed | n/a | $3.4B | Not disclosed | Not disclosed | $80.4M |
| 2022 to Dec 31, 2022 | 103,056 | Not disclosed | Not disclosed | n/a | $3.7B | Not disclosed | Not disclosed | $102M |
- Salaries - Management codes 30 50 $2.4M PY2024
- Salaries - Pension codes 30 50 $1.6M PY2024
- Loomis Sayles & Company codes 28 51 $1.1M PY2024
+154 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Bakery & Confectionery Union & Industry International 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.
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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 started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+9 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
+32 connections on the graph
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