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
Perishable Food Industry Pension Fund
Taft-Hartley planNEW York, NY
Assets
$20.2M
Total assets, Dec 31, 2024 reported
Funded
106.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Board of Trustees of Perishable Food Industry Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 10.8%
- U.S. Government securities 15.3%
- Pooled separate accounts 7.3%
- Registered investment companies 34.2%
- Common stock 30.0%
Consultants and advisers
3 firms
- Quan Vest Consultants Investment adviser (plan)through Dec 31, 2022 Form 5500
- Savasta and Company Actuarythrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough 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
- Principal3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Atalanta and Sosnoffplan 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 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $2.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$56,281 (2023-12) · $79,448 (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 | 393 | n/a | n/a | n/a | $20.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 397 | n/a | n/a | n/a | $18.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 401 | n/a | n/a | n/a | $15.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Savasta and Company codes 11 13 50 64 $47,800 PY2024
- Atalanta and Sosnoff codes 28 51 68 $46,109 PY2024
- Calibre CPA Group PLLC codes 10 50 $24,450 PY2024
- Quan-Vest Consultant codes 27 50 $18,000 PY2024
- Cohen, Leder, Montalbano & Grossman codes 29 50 $9,350 PY2024
- Madon Malin, PC codes 29 50 $7,750 PY2024
- Amalgamated Bank codes 19 50 $7,398 PY2024
- Prin U.S Property Sa - Pgi3 Sched. D P $1.5M PY2024
- Savasta and Co., Inc. codes 11 PY2024
- Savasta and Company codes 11 13 50 64 $47,787 PY2023
- Calibre CPA Group PLLC codes 10 50 $41,767 PY2023
- Atalanta and Sosnoff codes 28 51 68 $28,281 PY2023
- Quan-Vest Consultant codes 27 50 $18,000 PY2023
- Cohen, Leder, Montalbano & Grossman codes 29 50 $8,075 PY2023
- Madon Malin, PC codes 29 50 $7,500 PY2023
- Amalgamated Bank codes 19 50 $6,654 PY2023
- Prin U.S Property Sa - Pgi3 Sched. D P $2.0M PY2023
- Savasta and Company, LLC codes 11 PY2023
- Atalanta and Sosnoff codes 28 51 68 $51,448 PY2022
- Savasta and Company codes 11 13 50 64 $44,700 PY2022
- Calibre CPA Group PLLC codes 10 50 $18,500 PY2022
- Quan-Vest Consultant codes 27 50 $18,000 PY2022
- Amalgamated Bank codes 19 50 $7,408 PY2022
- Cohen, Leder, Montalbano & Grossman codes 29 50 $7,000 PY2022
- Madon Malin, PC codes 29 50 $7,000 PY2022
- Prin U.S Property Sa - Pgi3 Sched. D P $2.4M PY2022
- Savasta and Company, LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedPerishable Food Industry Pension Fund total assets $18M -> $20M (+11.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPerishable Food Industry Pension Fund funded ratio 93.6% -> 106.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPerishable Food Industry Pension Fund plan assets $16M -> $18M (+14.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPerishable Food Industry Pension Fund total assets $16M -> $18M (+13.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPerishable Food Industry Pension Fund funded ratio 121.8% -> 93.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPerishable Food Industry Pension Fund plan assets $21M -> $16M (-23.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136100245-001
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.