Arizona Laborers & Teamsters Pension Trust Fund
Taft-Hartley plan, based in Phoenix, Arizona, reporting $45.2M in assets, for 2,282 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Arizona Laborers & Teamsters Pension Trust Fund first reports an interest in Bnym Mellon Afl-Cio Sl Stock Index (BNY Mellon): $5M at 2024-12-31.
1 more manager and 7 more commitments
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- Jpmcb Core Bond Fund3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Panagora Risk Management3 commitments
- JP Morgan Chase3 commitments
- J.P. Morgan Chase3 commitments
- Panagora Investment Manager3 commitments
Relationship network
25 connected entities10 observed commitments7 repeat counterparties9 dated commitments shown here, 2022 to 2024
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 1.5%
- Non-interest-bearing cash 0.5%
- 103-12 investment entities 10.6%
- Common/collective trusts 41.9%
- Registered investment companies 44.9%
Consultants and advisers
- Verus Advisory, Inc. Pension consultantthrough Dec 31, 2022 Form 5500
- US Bank Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- JP Morgan Chase3 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
- Panagora Investment Manager3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- JP Morgan Chaseplan years
- J.P. Morgan Chaseplan years 2022
- Panagora Asset Management, Inc.plan years 2022
What changed
- Dec 31, 2024Holding startedArizona Laborers & Teamsters Pension Trust Fund first reports an interest in Bnym Mellon Afl-Cio Sl Stock Index (BNY Mellon): $5M at 2024-12-31with BNY Mellonaskebsa.dol.gov
- Jan 1, 2024Funded status changedArizona Laborers & Teamsters Pension Trust Fund funded ratio 127.9% -> 130.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedArizona Laborers & Teamsters Pension Trust Fund plan assets $65M -> $50M (-23.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Jpmcb Core Bond Fundcollective trust | JP Morgan Chase | Fixed income | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $5.2M held | Disclosed holding | askebsa.dol.gov |
+7 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Dec 31, 2024 | 2,282 | Not disclosed | Not disclosed | n/a | $45.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,359 | Not disclosed | Not disclosed | n/a | $47.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,498 | Not disclosed | Not disclosed | n/a | $50.2M | Not disclosed | Not disclosed | Not disclosed |
- Southwest Service Administrators codes 13 36 $222,400 PY2024
- Jpmorgan Asset Mgt codes 28 $79,431 PY2024
- Verus Advisors, Inc codes 17 27 $75,000 PY2024
+45 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Arizona Laborers & Teamsters Pension Trust 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 started2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2023-01-01source on record
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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.