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
Juan de la Cruz Farm Workers Pension Plan
Taft-Hartley planKeene, CA
Assets
$68.5M
Total assets, Dec 31, 2023 reported
Funded
86.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: Juan de la Cruz Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 0.0%
- Other investments 0.0%
- Partnership/joint venture interests 7.4%
- Common/collective trusts 26.9%
- Registered investment companies 59.3%
- Common stock 4.3%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Loomis, Sayles & Company, L.P.plan years 2022
- Verus Advisory, Inc.plan years 2022
- BNY Mellonplan years 2022
Commitments
2 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 Dec 31, 2023 | JPM Strategic Ppty Fundcollective trust | Juan de la Cruz Pension Plan | Pooled vehicles | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | JPM Strategic Ppty Fundcollective trust | Juan de la Cruz Pension Plan | Pooled vehicles | $8.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 9,592 | n/a | n/a | n/a | $68.5M | $5.0M | n/a | n/a |
| 2022 to Dec 31, 2022 | 9,592 | n/a | n/a | n/a | $69.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Verus codes 28 $72,500 PY2023
- United Farmworkers of America codes 55 $72,185 PY2023
- Bush Gottlieb codes 29 $67,657 PY2023
- Patrick Pine codes 14 $55,555 PY2023
- National Chavez Center codes 55 $55,106 PY2023
- Nwps codes 11 $54,000 PY2023
- Melinda Campos codes 30 $47,309 PY2023
- Mendez Petty Moreno LLP codes 10 $45,000 PY2023
- RFK Medical Plan codes 73 $36,614 PY2023
- Mercedes Martinez codes 30 $31,678 PY2023
- Cecelio Iniguez codes 30 $30,000 PY2023
- Atlanta Capital codes 28 $27,152 PY2023
- TPX Communications codes 49 $11,220 PY2023
- I.S.S.I codes 15 $11,031 PY2023
- W-9 Corrections codes 10 $10,362 PY2023
- US Bank codes 21 $10,182 PY2023
- Martinez Aguilasocho & Lynch codes 29 $2,500 PY2023
- Cesar Chavez Foundation codes 49 $2,256 PY2023
- JPM Strategic Ppty Fund Sched. D C $8.2M PY2023
- Panagora Risk Parity Sched. D C $10.2M PY2023
- Nwps codes 11 PY2023
- United Farmworkers of America codes 55 $72,622 PY2022
- Verus codes 28 $72,500 PY2022
- Patrick Pine codes 14 $58,115 PY2022
- National Chavez Center codes 55 $51,070 PY2022
- Bush Gottlieb codes 29 $48,840 PY2022
- Mendez Petty Moreno LLP codes 10 $45,000 PY2022
- Nwps codes 11 $40,500 PY2022
- Melinda a Avila codes 30 $34,632 PY2022
- Mercedes Martinez codes 30 $33,714 PY2022
- Atlanta Capital codes 28 $32,819 PY2022
- RFK Medical Plan codes 73 $32,767 PY2022
- Martinez Aguilasocho & Lynch codes 29 $30,125 PY2022
- Cecelio Iniguez codes 30 $25,392 PY2022
- US Bank codes 21 $11,339 PY2022
- I.S.S.I codes 15 $11,202 PY2022
- Cesar Chavez Foundation codes 49 $5,842 PY2022
- W-9 Corrections codes 10 $5,625 PY2022
- Loomis Sayles & Company L.P. codes 28 PY2022
- Schroders Investment Management codes 26 PY2022
- Barney & Barney codes 73 PY2022
- JPM Strategic Ppty Fund Sched. D C $9.7M PY2022
- Panagora Risk Parity Sched. D C $8.8M PY2022
- Nwps codes 11 PY2022
What changed
2 events
- Dec 31, 2023Manager relationship endedinferenceLoomis Sayles & Company L.P. no longer appears on Juan de la Cruz Farm Workers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Loomis, Sayles & Company, L.P.askebsa.dol.gov
- Jan 1, 2023Assets changedJuan de la Cruz Farm Workers Pension Plan plan assets $88M -> $69M (-21.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 956454441-001
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.