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
Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund
Taft-Hartley planBoston, MA
Assets
$55.3M
Total assets, Mar 31, 2025 reported
Funded
97.1%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
11
1 managers on Schedule C
Plan sponsor: Bot-Boston Plasterers&cement Mason Union Local 534 Pension Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.2%
- Corporate debt instruments (other) 5.0%
- Common/collective trusts 46.5%
- Registered investment companies 41.2%
- Real estate (other than employer real property) 2.9%
Consultants and advisers
4 firms
- NEW England Pension Consulants Investment adviser (plan)through Mar 31, 2023 Form 5500
- Cbiz Retirement Plan Advisory Services Actuarythrough Mar 31, 2023 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Mar 31, 2023 Form 5500
- Cbiz Savitz Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- PNC Bank3 rows, latest Mar 31, 2025
- Boston Trust Walden Company3 rows, latest Mar 31, 2025
From Schedule C (investment management, code 28)
- Jpmorgan Chase Bank, N.A.plan years 2025
- Anchor Capital Advisors, Inc.plan years 2023
Commitments
11 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 Mar 31, 2025 | Artisan International Growth Trustcollective trust | Artisan Multiple Investment Trust | Pooled vehicles | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Afl-Cio Building Investment Trustcollective trust | PNC Bank | Pooled vehicles | $362,741 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Boston Trust Small Cap Retirement Fcollective trust | Boston Trust Walden Company | Public equity | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Artisan International Growth Trustcollective trust | Artisan Multiple Investment Trust | Pooled vehicles | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Afl-Cio Building Investment Trustcollective trust | PNC Bank | Pooled vehicles | $353,353 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Boston Trust Small Cap Retirement Fcollective trust | Boston Trust Walden Company | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Lazard Emerging Markets Total Retur103 12 ie | Lazard Asset Management LLC | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Lazard Emerging Markets Total Retur103 12 ie | Lazard Asset Management LLC | Public equity | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Artisan International Growth Trustcollective trust | Artisan Multiple Investment Trust | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Afl-Cio Building Investment Trustcollective trust | PNC Bank | Pooled vehicles | $497,510 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Boston Trust Small Cap Retirement Fcollective trust | Boston Trust Walden Company | Public equity | $3.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$52,007 (2024-03) · $54,645 (2023-03)
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 Mar 31, 2025 | 536 | n/a | n/a | n/a | $55.3M | n/a | n/a | $1.6M |
| 2023 to Mar 31, 2024 | 540 | n/a | n/a | n/a | $50.7M | n/a | n/a | $770,432 |
| 2022 to Mar 31, 2023 | 546 | n/a | n/a | n/a | $43.6M | n/a | n/a | $923,211 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Gail Mills codes 30 $41,031 PY2024
- Cbiz Savitz codes 11 $28,150 PY2024
- Campbell Devasto & Assoc LLP CPAS codes 10 $25,402 PY2024
- NEW England Pension Consultants codes 27 $25,000 PY2024
- Aimee Lincoln codes 30 $24,482 PY2024
- Bridgeway Benefit Technologies codes 15 $20,317 PY2024
- Krakow & Souris LLC codes 29 $19,705 PY2024
- Lauren Blundell codes 30 $19,369 PY2024
- Anchor Capital Advisors, Inc. codes 51 71 $17,780 PY2024
- Victoria Grignon codes 30 $10,025 PY2024
- JP Morgan Chase Bank Na codes 28 $7,847 PY2024
- Artisan International Growth Trust Sched. D C $5.2M PY2024
- Afl-Cio Building Investment Trust Sched. D C $362,741 PY2024
- Boston Trust Small Cap Retirement F Sched. D C $4.7M PY2024
- Cbiz Retirement Plan Services codes 11 PY2024
- New England Pension Consultants codes 27 $43,750 PY2023
- Gail Mills codes 30 $37,734 PY2023
- Cbiz Savitz codes 11 $25,860 PY2023
- Campbell Devasto & Assoc LLP CPAS codes 10 $25,717 PY2023
- Aimee Lincoln codes 30 $22,779 PY2023
- Victoria Grignon codes 30 $22,683 PY2023
- Bridgeway Benefit Technologies codes 15 $20,752 PY2023
- Krakow & Souris LLC codes 29 $17,566 PY2023
- Anchor Capital Advisors, Inc. codes 51 71 $16,869 PY2023
- Lauren Blundell codes 30 $14,997 PY2023
- JP Morgan Chase Bank Na codes 24 27 28 $8,809 PY2023
- Artisan International Growth Trust Sched. D C $5.3M PY2023
- Afl-Cio Building Investment Trust Sched. D C $353,353 PY2023
- Boston Trust Small Cap Retirement F Sched. D C $4.0M PY2023
- Lazard Emerging Market Total Return Sched. D E $2.1M PY2023
- Cbiz Retirement Plan Services codes 11 PY2023
- Gail Mills codes 30 $33,318 PY2022
- Cbiz Savitz codes 11 $30,000 PY2022
- Krakow & Souris LLC codes 29 $18,615 PY2022
- Campbell Devasto & Assoc LLP CPAS codes 10 $17,946 PY2022
- Anchor Capital Advisors, Inc. codes 51 68 71 $16,575 PY2022
- Bridgeway Benefit Technologies codes 15 $16,197 PY2022
- Victoria Grignon codes 30 $15,490 PY2022
- Aimee Lincoln codes 30 $12,492 PY2022
- Cmit Solutions of Boston/ Cambridge codes 49 $11,129 PY2022
- Christopher Brousaides codes 30 $11,107 PY2022
- JP Morgan Chase Bank Na codes 24 27 28 $9,841 PY2022
- Christopher Tyler codes 30 $8,555 PY2022
- New England Pension Consultants codes 27 $6,250 PY2022
- Artisan International Growth Trust Sched. D C $4.1M PY2022
- Afl-Cio Building Investment Trust Sched. D C $497,510 PY2022
- Boston Trust Small Cap Retirement F Sched. D C $3.6M PY2022
- Lazard Emerging Market Total Return Sched. D E $2.0M PY2022
- Cbiz Retirement Plan Services codes 11 PY2022
What changed
5 events
- Mar 31, 2025Holding endedinferenceBoston Plasterers' & Cement Masons' Union Local 534 Pension Fund no longer reports Lazard Emerging Markets Total Retur (last held $2M at 2024-03-31; absent from the 2025-03-31 filing)with Lazard Emerging Markets Total Returaskebsa.dol.gov
- Apr 1, 2024Funded status changedBoston Plasterers' & Cement Masons' Union Local 534 Pension Fund funded ratio 90.6% -> 97.1% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedBoston Plasterers' & Cement Masons' Union Local 534 Pension Fund plan assets $44M -> $51M (+16.4%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedBoston Plasterers' & Cement Masons' Union Local 534 Pension Fund total assets $44M -> $51M (+16.3%, 2023-03-31 to 2024-03-31)
- Apr 1, 2023Funded status changedBoston Plasterers' & Cement Masons' Union Local 534 Pension Fund funded ratio 83.8% -> 90.6% (2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 046127786-001
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.