Bakery Drivers & Salesmen Local 194 & Industry Pension Fund
Taft-Hartley plan, based in North Brunswick, New Jersey, reporting $124M in assets, for 1,048 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Oct 2025, Bakery Drivers & Salesmen Local 194 & Industry Pension Fund first reports an interest in NT Collective S&p 500 Index Fund (Northern Trust Collective Eafe Inde): $7M at 2025-10-31.
1 more adviser, 1 more commitment 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- Global Equity Long-Only Fund LP3 commitments
- NT Collective S&p 500 Index Fund1 commitment
- Fiera Capital3 commitments
- Northern Trust Investments, Inc.1 commitment
Relationship network
26 connected entities4 observed commitments2 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 1.7%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 69.1%
- U.S. Government securities 10.2%
- Other investments 1.3%
- Partnership/joint venture interests 2.1%
- 103-12 investment entities 4.2%
- Common/collective trusts 5.5%
- Registered investment companies 3.9%
- Common stock 0.6%
Consultants and advisers
- JBM Computer Consultants General consultantthrough Oct 31, 2023 Form 5500
- Nepc, LLC Investment adviser (plan)through Oct 31, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Oct 31, 2024 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
- Fiera Capital3 rows, latest Oct 31, 2025
- Northern Trust Investments, Inc.1 row, latest Oct 31, 2025
- Fiera Capitalplan years
- Bank of New York Mellonplan years 2023
- International Real Estate Corporatiplan years 2023
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Oct 31, 2025Holding startedBakery Drivers & Salesmen Local 194 & Industry Pension Fund first reports an interest in NT Collective S&p 500 Index Fund (Northern Trust Collective Eafe Inde): $7M at 2025-10-31with Northern Trust Investments, Inc.askebsa.dol.gov
- Nov 1, 2024Funded status changedBakery Drivers & Salesmen Local 194 & Industry Pension Fund funded ratio 18.3% -> 21.7% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedBakery Drivers & Salesmen Local 194 & Industry Pension Fund plan assets $18M -> $20M (+14.8%, 2023-11-01 to 2024-11-01)
- Dec 31, 2023Manager relationship endedinferenceZiegler Capital Management no longer appears on Bakery Drivers & Salesmen Local 194 & Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Ziegler Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe Bank of New York Mellon no longer appears on Bakery Drivers & Salesmen Local 194 & Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of New York Mellonaskebsa.dol.gov
+2 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 Oct 31, 2025 | Global Equity Long-Only Fund LP103 12 ie | Fiera Capital | Public equity | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $6.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Global Equity Long-Only Fund LPcollective trust | Fiera Capital | Public equity | $4.5M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
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 Oct 31, 2025 | 1,048 | Not disclosed | Not disclosed | n/a | $124M | $2.6M | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 1,092 | Not disclosed | Not disclosed | n/a | $124M | $6.9M | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 1,122 | Not disclosed | Not disclosed | n/a | $120M | $2.6M | Not disclosed | Not disclosed |
- Loomis Sayles Trust Company codes 28 51 $141,806 PY2024
- Nepc, LLC codes 27 51 $56,331 PY2024
- Amalgamated Bank codes 19 50 $52,309 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Bakery Drivers & Salesmen Local 194 & Industry Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 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 started2025-10-31source on record
- Funded status changed2024-11-01source on record
- Total assets changed2024-11-01source 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
+12 connections on the graph
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