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
Laborers' District Council Pension Fund for Baltim
Taft-Hartley planColumbia, MD
Assets
$85.6M
Total assets, Dec 31, 2024 reported
Funded
129.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Trustees of Ldc Pension Fund for Baltimore and Vicinity
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 10.0%
- Non-interest-bearing cash 0.3%
- Common/collective trusts 13.9%
- Registered investment companies 61.5%
- Common stock 13.8%
Consultants and advisers
2 firms
- Bolton Parnters Inv Consulting Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bolton Partners, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Loomis Sayles3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Systematic Financial Managementplan years 2022
Commitments
3 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, 2024 | Loomis Sayles Large Cap Growth Truscollective trust | Loomis Sayles | Public equity | $11.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Loomis Sayles Large Cap Growth Truscollective trust | Loomis Sayles | Public equity | $10.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Loomis Sayles Large Cap Growth Truscollective trust | Loomis Sayles | Public equity | $10.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$145,268 (2023-12) · $142,033 (2022-12)
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 Dec 31, 2024 | 1,510 | n/a | n/a | n/a | $85.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,522 | n/a | n/a | n/a | $78.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,748 | n/a | n/a | n/a | $71.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benesys, Inc. codes 13 $122,329 PY2024
- Systematic Financial codes 51 68 $94,480 PY2024
- Gordon, Feinblatt, LLC codes 29 $45,325 PY2024
- Bolton Parnters Inv Consulting codes 27 $38,305 PY2024
- Bolton Partners codes 11 $21,271 PY2024
- Calibre CPA Group codes 10 $17,223 PY2024
- Loomis Sayles Large Cap Growth Sched. D C $11.9M PY2024
- Bolton Partners, Inc. codes 11 PY2024
- Benesys, Inc. codes 13 $122,343 PY2023
- Systematic Financial codes 51 68 $89,312 PY2023
- Gordon, Feinblatt, LLC codes 29 $61,203 PY2023
- Bolton Parnters Inv Consulting codes 27 $47,206 PY2023
- Bolton Partners codes 11 $29,562 PY2023
- Calibre CPA Group codes 10 $18,550 PY2023
- Loomis Sayles Large Cap Growth Sched. D C $10.5M PY2023
- Bolton Partners, Inc. codes 11 PY2023
- Benesys, Inc. codes 13 $122,141 PY2022
- Systematic Financial codes 51 68 $106,780 PY2022
- Bolton Partners codes 11 $37,559 PY2022
- Bolton Parnters Inv Consulting codes 27 $35,253 PY2022
- Gordon, Feinblatt, LLC codes 29 $32,637 PY2022
- Calibre CPA Group codes 10 $22,222 PY2022
- Loomis Sayles Large Cap Growth Sched. D C $10.1M PY2022
- Bolton Partners, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedLaborers' District Council Pension Fund for Baltim funded ratio 126.2% -> 129.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedLaborers' District Council Pension Fund for Baltim plan assets $89M -> $72M (-19.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526135360-001
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.