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
Central New York Laborers' Pension Fund
Taft-Hartley planEast Syracuse, NY
Assets
$69.5M
Total assets, Jun 30, 2025 reported
Funded
60.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
12
none on the tape
Plan sponsor: Central New York Laborers' Pension Fund Board of Trustees
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 8.6%
- Other investments 0.0%
- Common/collective trusts 17.0%
- Registered investment companies 69.6%
- Real estate (other than employer real property) 1.3%
Consultants and advisers
2 firms
- Upstate Advisors Group General consultantthrough Jun 30, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
- SEI Core Property Collective Fund3 rows, latest Jun 30, 2025
- SEI Global Private Assets V Fund3 rows, latest Jun 30, 2025
- SEI Global Private Assets VI Fund2 rows, latest Jun 30, 2025
- Metlife1 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- SEI Investment Companyplan years 2023
Commitments
12 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 Jun 30, 2025 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | SEI Global Private Asset IVcollective trust | SEI Trust Company | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | SEI Global Private Assets V Citcollective trust | SEI Global Private Assets V Fund | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | SEI Global Private Assets VI Citcollective trust | SEI Global Private Assets VI Fund | Pooled vehicles | $402,150 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Metlife Core Fixed Inc Coll Tr Cl 2collective trust | Metlife | Fixed income | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SEI Global Private Asset IVcollective trust | SEI Trust Company | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SEI Global Private Assets V Citcollective trust | SEI Global Private Assets V Fund | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SEI Global Private Assets VI Citcollective trust | SEI Global Private Assets VI Fund | Pooled vehicles | $185,905 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | SEI Global Private Asset IVcollective trust | SEI Trust Company | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | SEI Global Private Assets V Citcollective trust | SEI Global Private Assets V Fund | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$236,499 (2024-06) · $257,313 (2023-06)
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 Jun 30, 2025 | 1,063 | n/a | n/a | n/a | $69.5M | n/a | n/a | $909,000 |
| 2023 to Jun 30, 2024 | 1,061 | n/a | n/a | n/a | $65.2M | n/a | n/a | $909,000 |
| 2022 to Jun 30, 2023 | 1,085 | n/a | n/a | n/a | $46.7M | n/a | n/a | $909,000 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sei codes 28 51 $261,126 PY2024
- Horizon Actuarial Services, LLC codes 11 50 $79,099 PY2024
- Renee Sager codes 30 50 $48,837 PY2024
- Blitman & King, LLP codes 29 50 $46,550 PY2024
- Joseph W. Mccarthy & Associates codes 10 50 $34,588 PY2024
- Tobie Weiland codes 30 50 $21,941 PY2024
- Upstate Advisors Group codes 16 50 $21,200 PY2024
- Dermody, Burke & Brown, CPAS, LLC codes 10 50 $19,885 PY2024
- Wilmington Trust codes 50 $17,062 PY2024
- Jennifer Martell codes 30 50 $15,826 PY2024
- GPA VI, LP Sched. D C $402,150 PY2024
- SEI Core Property Collective Invest Sched. D C $5.4M PY2024
- SEI Global Private Asset IV Sched. D C $2.2M PY2024
- GPA V, LP Sched. D C $1.9M PY2024
- Metlife Core Fixed Inc Coll Tr Cl 2 Sched. D C $2.0M PY2024
- Horizon Actuarial Services, LLC codes 11 PY2024
- Sei codes 28 51 $236,499 PY2023
- Horizon Actuarial Services, LLC codes 11 50 $61,208 PY2023
- Blitman & King, LLP codes 29 50 $50,553 PY2023
- Renee Sager codes 30 50 $44,277 PY2023
- Tobie Weiland codes 30 50 $31,050 PY2023
- Upstate Advisors Group codes 16 50 $21,200 PY2023
- Dermody, Burke & Brown, CPAS, LLC codes 10 50 $19,325 PY2023
- Joseph W. Mccarthy & Associates codes 10 50 $16,633 PY2023
- Jennifer Martell codes 30 50 $14,532 PY2023
- SEI Global Private Asset IV Sched. D C $2.4M PY2023
- SEI Core Property Collective Invest Sched. D C $5.3M PY2023
- GPA V, LP Sched. D C $1.4M PY2023
- GPA VI, LP Sched. D C $185,905 PY2023
- Horizon Actuarial Services, LLC codes 11 PY2023
- Sei codes 28 51 $255,188 PY2022
- Horizon Actuarial Services, LLC codes 11 50 $57,976 PY2022
- Joseph W. Mccarthy & Associates codes 10 50 $45,445 PY2022
- Renee Sager codes 30 50 $40,923 PY2022
- Blitman & King, LLP codes 29 50 $36,927 PY2022
- Tobie Weiland codes 30 50 $28,998 PY2022
- Upstate Advisors Group codes 16 50 $21,200 PY2022
- Dermody, Burke & Brown, CPAS, LLC codes 10 50 $17,200 PY2022
- Jennifer Martell codes 30 50 $13,780 PY2022
- SEI Core Property Collective Invest Sched. D C $7.1M PY2022
- SEI Global Private Asset IV Sched. D C $2.5M PY2022
- GPA V, LP Sched. D C $1.1M PY2022
- Horizon Actuarial Services, LLC codes 11 PY2022
What changed
3 events
- Jun 30, 2025Holding startedCentral New York Laborers' Pension Fund first reports an interest in Metlife Core Fixed Inc Coll Tr Cl 2 (Metlife): $2M at 2025-06-30with Metlifeaskebsa.dol.gov
- Jun 30, 2024Holding startedCentral New York Laborers' Pension Fund first reports an interest in SEI Global Private Assets VI Cit (SEI Global Private Assets VI Fund): $185,905 at 2024-06-30with SEI Global Private Assets VI Fundaskebsa.dol.gov
- Jun 30, 2024Assets changedCentral New York Laborers' Pension Fund total assets $47M -> $65M (+39.4%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 156016579-001
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.