Heat & Frost Insulators and Allied Workers Local 6 Pension Fund
Taft-Hartley plan, based in Quincy, Massachusetts, reporting $166M in assets, for 1,416 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Heat & Frost Insulators and Allied Workers Local 6 Pension Fund first reports an interest in Wellington Core Bond Portfolio: $10M at 2024-12-31.
3 more advisers, 8 more managers, 35 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- S&p 500 Tobacco Free Ctf3 commitments
- State Street Global Advisors Trust Company8 commitments
- State Street Global Advisors Trust6 commitments
- NEW Tower Trust Company3 commitments
Relationship network
67 connected entities38 observed commitments21 repeat counterparties30 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 3.7%
- Other investments 4.3%
- Partnership/joint venture interests 17.7%
- Common/collective trusts 54.3%
- Registered investment companies 6.0%
- Common stock 12.9%
Consultants and advisers
- Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Midwest Institutional Trust Company Custodianthrough Dec 31, 2024 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- State Street Global Advisors Trust Company8 rows, latest Dec 31, 2024
- State Street Global Advisors Trust6 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
+8 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- GQG Partners LLCplan years
- Wellington Trust Company, Naplan years
- State Street Global Advisors Trust Companyplan years
+22 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, 2024Holding startedHeat & Frost Insulators and Allied Workers Local 6 Pension Fund first reports an interest in Wellington Core Bond Portfolio: $10M at 2024-12-31with Wellington Core Bond Portfolioaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedGreen Cities Company, LLC appears on Heat & Frost Insulators and Allied Workers Local 6 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Green Cities Company, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBMO Harris Bank Na no longer appears on Heat & Frost Insulators and Allied Workers Local 6 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with BMO Harris Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedCulpepper Rfp, LLC appears on Heat & Frost Insulators and Allied Workers Local 6 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Culpepper Rfp, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedEntrust Global Partners appears on Heat & Frost Insulators and Allied Workers Local 6 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Entrust Global Partners Offshore LPaskebsa.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 | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | Chevy Chase Trust | Real estate | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | S&p 500 Tobacco Free Ctfcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $18.7M held | Disclosed holding | askebsa.dol.gov |
+35 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 1,416 | Not disclosed | Not disclosed | n/a | $166M | $29.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,401 | Not disclosed | Not disclosed | n/a | $154M | $22.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,383 | Not disclosed | Not disclosed | n/a | $140M | $17.3M | Not disclosed | Not disclosed |
- Segal Company codes 11 50 $168,703 PY2024
- Meketa Investment Grp LLP codes 27 51 $98,887 PY2024
- Benesys, Inc codes 13 50 $88,821 PY2024
+94 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
Provenance
Heat & Frost Insulators and Allied Workers Local 6 Pension Fund sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+9 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.