Laborers Pension Fund
Taft-Hartley plan, based in Salem, Virginia, reporting $76.7M in assets, for 1,410 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Laborers Pension Fund total assets $65M -> $77M (+18.5%, 2024-09-30 to 2025-09-30).
1 more adviser, 6 more commitments and 2 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
- ASB Allegiance Real Estate Fund3 commitments
- NEW Tower Trust Company3 commitments
- PNC Bank3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
22 connected entities9 observed commitments6 repeat counterpartiescommitments 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 1.9%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 5.1%
- U.S. Government securities 14.0%
- Other investments 10.5%
- Common/collective trusts 49.0%
- Registered investment companies 8.2%
- Common stock 8.6%
Consultants and advisers
- Standard Valuation Investment adviser (plan)through Sep 30, 2023 Form 5500
- NEW Tower Trust Company Custodianthrough Sep 30, 2023 Form 5500
- Huntington Bank Custodianthrough Sep 30, 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
- NEW Tower Trust Company3 rows, latest Sep 30, 2025
- PNC Bank3 rows, latest Sep 30, 2025
- ABS Allegiance Real Estate3 rows, latest Sep 30, 2025
- Chartwell Investmentsplan years 2025
- United Bankplan years 2025
- C.S. Mckeeplan years 2023
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Sep 30, 2025Assets changedLaborers Pension Fund total assets $65M -> $77M (+18.5%, 2024-09-30 to 2025-09-30)
- Dec 31, 2024Manager relationship startedChartwell Investments appears on Laborers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Chartwell Investmentsaskebsa.dol.gov
- Oct 1, 2024Funded status changedLaborers Pension Fund funded ratio 215.6% -> 217.8% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedLaborers Pension Fund plan assets $46M -> $65M (+40.8%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedLaborers Pension Fund total assets $46M -> $65M (+40.8%, 2023-09-30 to 2024-09-30)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Afl-Cio Building Investment Trustcollective trust | PNC Bank | Pooled vehicles | $654,087 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $33.0M held | Disclosed holding | askebsa.dol.gov |
+6 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 Sep 30, 2025 | 1,410 | Not disclosed | Not disclosed | n/a | $76.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 746 | Not disclosed | Not disclosed | n/a | $64.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 593 | Not disclosed | Not disclosed | n/a | $46.0M | Not disclosed | Not disclosed | Not disclosed |
- Lawrence C. Musgrove Assoc., Inc. codes 13 $56,700 PY2024
- BHA Consulting, LLC codes 11 $49,808 PY2024
- Seizert Capital Partners codes 28 $34,383 PY2024
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Laborers Pension Fund sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Total assets changed2025-09-30source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2024-10-01source on record
+4 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
+11 connections on the graph
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