Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund
Taft-Hartley plan, based in Boston, Massachusetts, reporting $55.3M in assets, for 536 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, Boston 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).
1 more adviser, 1 more manager and 8 more commitments
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- Afl-Cio Building Investment Trust3 commitments
- Boston Trust Small Cap Retirement F3 commitments
- Artisan International Growth Trust3 commitments
- PNC Bank3 commitments
- Boston Trust Walden Company3 commitments
- Artisan Multiple Investment Trust3 commitments
Relationship network
28 connected entities11 observed commitments8 repeat counterparties9 dated commitments shown here, 2023 to 2025
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 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
- NEW England Pension Consulants Investment adviser (plan)through Mar 31, 2023 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Mar 31, 2023 Form 5500
- Cbiz Retirement Plan Advisory Services Actuarythrough Mar 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- PNC Bank3 rows, latest Mar 31, 2025
- Boston Trust Walden Company3 rows, latest Mar 31, 2025
- Artisan Multiple Investment Trust3 rows, latest Mar 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Artisan Multiple Investment Trustplan years
- Lazard Asset Management LLCplan years
- Jpmorgan Chase Bank, N.A.plan years 2025
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- 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)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| 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, 2025 | Artisan International Growth Trustcollective trust | Artisan Multiple Investment Trust | Pooled vehicles | $5.2M held | Disclosed holding | askebsa.dol.gov |
+8 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 Mar 31, 2025 | 536 | Not disclosed | Not disclosed | n/a | $55.3M | Not disclosed | Not disclosed | $1.6M |
| 2023 to Mar 31, 2024 | 540 | Not disclosed | Not disclosed | n/a | $50.7M | Not disclosed | Not disclosed | $770,432 |
| 2022 to Mar 31, 2023 | 546 | Not disclosed | Not disclosed | n/a | $43.6M | Not disclosed | Not disclosed | $923,211 |
- Gail Mills codes 30 $41,031 PY2024
- Cbiz Savitz codes 11 $28,150 PY2024
- Campbell Devasto & Assoc LLP CPAS codes 10 $25,402 PY2024
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund sits on 8 traced paths of capital across the graphs.
DFX traced 8 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
- Holding in a pooled vehicle ended2025-03-31source on record
- Funded status changed2024-04-01source on record
- Total assets changed2024-04-01source on record
+2 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
+9 connections on the graph
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