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
Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund
Taft-Hartley planPhiladelphia, PA
Assets
$143M
Total assets, Dec 31, 2024 reported
Funded
94.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
1 managers on Schedule C
Plan sponsor: BD of Tees of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.8%
- Non-interest-bearing cash 0.4%
- Partnership/joint venture interests 11.3%
- Common/collective trusts 12.4%
- Pooled separate accounts 5.7%
- Registered investment companies 62.3%
Consultants and advisers
7 firms
- The Segal Group, Inc. General consultantthrough Dec 31, 2023 Form 5500
- Pension Benefit Information, LLC Pension consultantthrough Dec 31, 2023 Form 5500
- Bridgeway Benefit Technologies General consultantthrough Dec 31, 2022 Form 5500
- Keystone 74 Benefits and Admin Actuarythrough Dec 31, 2024 Form 5500
- Cbiz Actuarythrough Dec 31, 2022 Form 5500
- PNC Bank Custodianthrough Dec 31, 2022 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- Driehaus Capital Management LLC3 rows, latest Dec 31, 2024
- State Street - Russell 20003 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Blackrock Investments, LLCplan years 2024
- Jpmorgan Chase Bank, N.A.plan years 2022
- Stepstone Group LLCplan years 2022
- Fiduciary Managementplan years 2022
- Prudential Insurance Company of Ameplan years 2022
- Meketa Investment Group Inc.plan years 2022
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $8.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Driehaus Emerging Markets Growthcollective trust | Driehaus Capital Management LLC | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GQG Partners International Equitycollective trust | Reliance Trust Company | Public equity | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga Long US Treasury Index Nl Fundcollective trust | State Street - Russell 2000 | Fixed income | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SS Msci Emerging Mkts Ex China Nl Ccollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Driehaus Emerging Markets Growthcollective trust | Driehaus Capital Management LLC | Public equity | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | GQG Partners International Equitycollective trust | Reliance Trust Company | Public equity | $8.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ssga Long US Treasury Index Nl Fundcollective trust | State Street - Russell 2000 | Fixed income | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SS Msci Emerging Mkts Ex China Nl Ccollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $11.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Driehaus Emerging Markets Growthcollective trust | Driehaus Capital Management LLC | Public equity | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | GQG Partners International Equitycollective trust | Reliance Trust Company | Public equity | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Ssga Long US Treasury Index Nl Fundcollective trust | State Street - Russell 2000 | Fixed income | $3.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$460,559 (2023-12) · $381,687 (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 | 6,898 | n/a | n/a | n/a | $143M | $16.2M | n/a | n/a |
| 2023 to Dec 31, 2023 | 6,913 | n/a | n/a | n/a | $128M | $14.9M | n/a | n/a |
| 2022 to Dec 31, 2022 | 6,960 | n/a | n/a | n/a | $117M | $11.9M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Local 36 Operating Account codes 13 50 $619,056 PY2024
- JP Morgan codes 28 51 $213,566 PY2024
- Bridgeway Benefit Technologies codes 15 50 $162,580 PY2024
- Prudential Insurance Co of America codes 28 51 72 $87,016 PY2024
- Cbiz Retirement Plan Services codes 11 50 $84,735 PY2024
- PNC Bank codes 19 51 62 99 $79,852 PY2024
- Meketa Investment Group codes 28 51 $65,077 PY2024
- Spear Wilderman P.C. codes 29 50 $52,898 PY2024
- Stevens & Lee P.C. codes 29 50 $50,370 PY2024
- Sarah Millinghousen codes 30 50 $41,064 PY2024
- John Rongione codes 30 50 $38,520 PY2024
- Novak Francella LLC codes 10 50 $37,988 PY2024
- Fiduciary Management, Inc. codes 51 68 $36,287 PY2024
- Judy O'Meara codes 30 50 $33,180 PY2024
- Cynthia Leahy codes 30 50 $31,241 PY2024
- Linda Mccullough codes 30 50 $31,046 PY2024
- Maria Grillo codes 30 50 $29,642 PY2024
- Veronica Moore codes 30 50 $25,543 PY2024
- Tyema Sanchez codes 30 50 $25,539 PY2024
- Cordicate IT, LLC codes 49 50 $22,546 PY2024
- Proforma Industries codes 36 50 $17,468 PY2024
- Blackrock Investments codes 28 51 $11,018 PY2024
- Bluewater Consulting Group codes 15 50 $10,308 PY2024
- Change Healthcare codes 15 50 $7,649 PY2024
- Stepstone Group LP codes 28 52 $6,909 PY2024
- Pension Benefit Information codes 17 50 $5,718 PY2024
- The Bettinger Company, Inc. codes 49 50 $5,376 PY2024
- Prisa Sched. D P $8.2M PY2024
- Driehaus Emerging Markets Growth Sched. D C $2.2M PY2024
- SS Msci Emerging Mkts Ex China Nl C Sched. D C $1.4M PY2024
- GQG Partners Int'l Equity Cit Sched. D C $8.9M PY2024
- SS Long US Treasury Index Nl Fund Sched. D C $5.3M PY2024
- Keystone 74 Benefits and Admin codes 11 PY2024
- Local 36 Operating Account codes 13 50 $607,086 PY2023
- Cbiz Retirement Plan Services codes 11 50 $69,513 PY2023
- Fiduciary Management, Inc. codes 51 68 $64,777 PY2023
- Meketa Investment Group codes 28 51 $62,876 PY2023
- Bridgeway Benefit Technologies codes 15 50 $58,984 PY2023
- Prudential Insurance Co of America codes 28 51 72 $58,785 PY2023
- Spear Wilderman P.C. codes 29 50 $49,887 PY2023
- Stevens & Lee P.C. codes 29 50 $48,594 PY2023
- PNC Bank codes 19 51 62 $44,597 PY2023
- Bluewater Consulting Group codes 15 50 $39,019 PY2023
- John Rongione codes 30 50 $36,951 PY2023
- Sarah Millinghousen codes 30 50 $34,818 PY2023
- Maria Grillo codes 30 50 $31,365 PY2023
- Judy O'Meara codes 30 50 $30,612 PY2023
- Novak Francella LLC codes 10 50 $30,349 PY2023
- Linda Mccullough codes 30 50 $30,274 PY2023
- Conant Co. codes 36 50 $26,563 PY2023
- Tyema Sanchez codes 30 50 $25,255 PY2023
- Change Healthcare codes 15 50 $21,711 PY2023
- The Segal Company codes 16 50 $8,400 PY2023
- Pension Benefit Information codes 17 50 $5,805 PY2023
- SS Long US Treasury Index Nl Fund Sched. D C $5.0M PY2023
- Prisa Sched. D P $9.5M PY2023
- Driehaus Emerging Markets Growth Sched. D C $2.0M PY2023
- GQG Partners Int'l Equity Cit Sched. D C $8.7M PY2023
- SS Msci Emerging Mkts Ex China Nl C Sched. D C $1.3M PY2023
- Cbiz codes 11 PY2023
- Local 36 Operating Account codes 13 50 $557,028 PY2022
- Maria Grillo codes 30 50 $129,722 PY2022
- Prudential Insurance Co of America codes 28 51 72 $117,387 PY2022
- Fiduciary Management, Inc. codes 51 68 $74,798 PY2022
- Novak Francella LLC codes 10 50 $67,568 PY2022
- Cbiz Retirement Plan Services codes 11 50 $66,300 PY2022
- Meketa Investment Group codes 28 51 $61,282 PY2022
- Spear Wilderman P.C. codes 29 50 $55,142 PY2022
- JP Morgan codes 28 51 $51,631 PY2022
- Basys Systems codes 15 16 50 $48,897 PY2022
- Stevens & Lee P.C. codes 29 50 $47,370 PY2022
- Bluewater Consulting Group codes 15 50 $39,610 PY2022
- John Rongione codes 30 50 $39,302 PY2022
- PNC Bank codes 19 51 62 $28,425 PY2022
- Conant Co. codes 36 50 $27,203 PY2022
- Stepstone Group LP codes 28 52 $6,368 PY2022
- GQG Partners Int'l Equity Cit Sched. D C $7.7M PY2022
- SS Long US Treasury Index Nl Fund Sched. D C $3.9M PY2022
- Driehaus Emerging Markets Growth Sched. D C $6.6M PY2022
- Prisa Sched. D P $11.5M PY2022
What changed
12 events
- Dec 31, 2024Manager relationship startedBlackrock Investments appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Investments, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Segal Company no longer appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with The Segal Group, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedStepstone Group LP appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Stepstone Group LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedJP Morgan appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Assets changedService Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund total assets $128M -> $143M (+11.3%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding startedService Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund first reports an interest in SS Msci Emerging Mkts Ex China Nl C: $1M at 2023-12-31with SS Msci Emerging Mkts Ex China Nl Caskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBasys Systems no longer appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Bridgeway Benefit Technologiesaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceThe Segal Company appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)with The Segal Group, Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePension Benefit Information appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as pension consultant (plan year 2023 vs 2022)with Pension Benefit Information, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceStepstone Group LP no longer appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Stepstone Group LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJP Morgan no longer appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Jan 1, 2023Assets changedService Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund plan assets $139M -> $117M (-15.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236546776-001
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.