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
Buffalo Laborers Pension Fund
Taft-Hartley planCheektowaga, NY
Assets
$133M
Total assets, Jun 30, 2025 reported
Funded
96.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
16
2 managers on Schedule C
Plan sponsor: Board of Trustees Buffalo Laborers Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 0.0%
- Partnership/joint venture interests 19.0%
- 103-12 investment entities 6.3%
- Common/collective trusts 15.4%
- Registered investment companies 46.2%
- Common stock 3.8%
- Preferred stock 0.0%
- Real estate (other than employer real property) 0.7%
Consultants and advisers
4 firms
- Jpmorgan Chase Bank, N.A. Investment adviser (plan)through Jun 30, 2025 Form 5500
- Mariner (andco) Investment adviser (plan)through Jun 30, 2023 Form 5500
- M&t Bank Trusteethrough Jun 30, 2024 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
5 managers on the commitment tape
From the plan’s own commitment disclosures
- LSV Int'l Value Equity Trust3 rows, latest Jun 30, 2025
- JP Morgan3 rows, latest Jun 30, 2025
- Great Gray Trust Company2 rows, latest Jun 30, 2025
- Victory Capital Management2 rows, latest Jun 30, 2024
- Loomis Sayles1 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- Western Asset Managementplan years 2025
- Loomis Saylesplan years 2025
- LSV Asset Managementplan years 2023
- Victory Capital Managementplan years 2023
- Horizon Actuarial Servicesplan years 2023
- Western Asset Mgmt Company, LLCplan years 2023
Commitments
16 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 | LSV International Equity Trust103 12 ie | LSV Int'l Value Equity Trust | Public equity | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Jpmcb Global Allocation Fundcollective trust | JP Morgan | Pooled vehicles | $12.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | LS Core Plus Full Discretion Trustcollective trust | Loomis Sayles | Fixed income | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Western Asset Total Return Fund103 12 ie | Western Asset Management Co. | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | American Core Realty Fund103 12 ie | American Core Realty Advisors | Real estate | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Sophus Victory Emerging Marketscollective trust | Victory Capital Management | Public equity | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | LSV International Equity Trustcollective trust | LSV Int'l Value Equity Trust | Public equity | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Jpmcb Global Allocation Fundcollective trust | JP Morgan | Pooled vehicles | $11.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Western Asset Total Return Fund103 12 ie | Western Asset Management Co | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | American Core Realty Fund103 12 ie | American Core Realty Advisors | Real estate | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Sophus Victory Emerging Marketscollective trust | Victory Capital Management | Public equity | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | LSV International Equity Trustcollective trust | LSV Int'l Value Equity Trust | Public equity | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Afl-Cio Building Investment Trustcollective trust | PNC Bank National | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Jpmcb Global Allocation Fundcollective trust | JP Morgan | Pooled vehicles | $10.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$237,991 (2024-06) · $232,264 (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 | 1,708 | n/a | n/a | n/a | $133M | $25.3M | n/a | $950,000 |
| 2023 to Jun 30, 2024 | 1,704 | n/a | n/a | n/a | $121M | $22.1M | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,697 | n/a | n/a | n/a | $114M | $22.0M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Proskauer Rose LLP codes 29 50 $171,944 PY2024
- Horizon Actuarial Services LLC codes 11 17 50 $85,320 PY2024
- Schultheis & Panettieri LLP codes 10 50 $70,214 PY2024
- Mariner Institutional LLC codes 27 51 $68,000 PY2024
- Jpmorgan Chase Bank, N.A. codes 27 28 51 52 $52,946 PY2024
- LSV Asset Management codes 28 51 $48,711 PY2024
- Lumsden & Mccormick, LLP codes 10 50 $43,000 PY2024
- Victory Capital Management codes 28 51 $36,986 PY2024
- Gorlick Kravitz & Listhaus PC codes 29 50 $27,701 PY2024
- Joseph Mccarthy & Associates codes 10 50 $27,228 PY2024
- Arcara Lenda Eusanio & Stacey, CPA codes 10 50 $24,489 PY2024
- Loomis Sayles codes 28 51 $14,503 PY2024
- M&t Bank codes 50 65 $9,239 PY2024
- Western Asset Management codes 28 51 $6,868 PY2024
- Afl-Cio Building Investment Trust Sched. D C $2.9M PY2024
- LSV International Value Equity Tr Sched. D E $8.3M PY2024
- Western Asset Global Mutli Sector Sched. D E PY2024
- Western Asset Total Return Fund Sched. D E PY2024
- Western Asset Core Plus Sched. D E PY2024
- JP Morgan Global Allocation Fund Sched. D C $12.7M PY2024
- Loomis Sayles Core Plus Full Discr Sched. D C $5.0M PY2024
- Victory Sophus Emerging Markets Sched. D C PY2024
- Horizon Actuarial Services, LLC codes 11 PY2024
- Buffalo Laborers Welfare Fund codes 10 15 64 $328,846 PY2023
- Proskauer Rose LLP codes 29 $108,047 PY2023
- Mariner Wealth Advisors codes 27 $85,000 PY2023
- Horizon Actuarial Services codes 11 $73,036 PY2023
- Lumsden & Mccormick, LLP codes 10 $50,000 PY2023
- JP Morgan Investment Co codes 28 $46,182 PY2023
- Victory Capital Management codes $43,921 PY2023
- Gorlick, Kravitz & Listhaus Attys codes 29 $42,637 PY2023
- LSV Asset Management codes 28 $40,763 PY2023
- Western Asset Management codes 28 $39,124 PY2023
- Joseph Mccarthy & Associates codes 10 $36,698 PY2023
- M&t Bank codes 21 $10,905 PY2023
- Western Asset Global Multi Sector Sched. D E $3.4M PY2023
- Western Asset Total Return Fund Sched. D E $3.0M PY2023
- Western Asset Core Plus Sched. D E $2.9M PY2023
- American Core Realty Fund Sched. D E $3.0M PY2023
- Sophus Victory Emerging Markets Sched. D C $6.3M PY2023
- LSV International Value Equity Sched. D C $6.6M PY2023
- Afl-Cio Building Investment Trust Sched. D C $2.8M PY2023
- JP Morgan Global Allocation Fund Sched. D C $11.9M PY2023
- Horizon Actuarial Services, LLC codes 11 PY2023
- Buffalo Laborers Welfare Fund codes 10 15 64 $288,439 PY2022
- Proskauer Rose LLP codes 29 $109,548 PY2022
- Andco Consulting codes 27 $68,000 PY2022
- Horizon Actuarial Services codes 11 $66,004 PY2022
- JP Morgan Investment Co codes 28 $48,161 PY2022
- Lumsden & Mccormick LLP codes 10 $43,000 PY2022
- Gorlick, Kravitz & Listhaus Attys codes 29 $42,772 PY2022
- Victory Capital Management codes 28 $42,117 PY2022
- Western Asset Management codes 28 $38,166 PY2022
- LSV Asset Management codes 28 $35,821 PY2022
- JOE Mccarthy & Associates codes 10 $33,091 PY2022
- M&t Bank codes 65 $8,791 PY2022
- JP Morgan Global Allocation Fund Sched. D C $10.6M PY2022
- Western Asset Global Muti Sector Sched. D E $3.2M PY2022
- Western Asset Total Return Fund Sched. D E $2.8M PY2022
- Western Asset Core Plus Sched. D E $2.9M PY2022
- American Core Realty Fund Sched. D E $3.4M PY2022
- Sophus Victory Emerging Markets Sched. D C $5.5M PY2022
- LSV Internation Value Equity Sched. D C $5.8M PY2022
- Afl-Cio Building Investment Trust Sched. D C $3.0M PY2022
- Horizon Actuarial Services, LLC codes 11 PY2022
What changed
9 events
- Jun 30, 2025Holding endedinferenceBuffalo Laborers Pension Fund no longer reports Western Asset Total Return Fund (last held $3M at 2024-06-30; absent from the 2025-06-30 filing)with Western Asset Total Return Fundaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceBuffalo Laborers Pension Fund no longer reports American Core Realty Fund (last held $3M at 2024-06-30; absent from the 2025-06-30 filing)with American Core Realty Fundaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceBuffalo Laborers Pension Fund no longer reports Sophus Victory Emerging Markets (Victory Capital Management) (last held $6M at 2024-06-30; absent from the 2025-06-30 filing)with Victory Capital Managementaskebsa.dol.gov
- Jun 30, 2025Holding startedBuffalo Laborers Pension Fund first reports an interest in LS Core Plus Full Discretion Trust (Loomis Sayles): $5M at 2025-06-30with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedVictory Capital Management appears on Buffalo Laborers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Victory Capital Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLoomis Sayles appears on Buffalo Laborers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedJpmorgan Chase Bank, N.A. appears on Buffalo Laborers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Jul 1, 2024Funded status changedBuffalo Laborers Pension Fund funded ratio 94.1% -> 96.2% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Manager relationship endedinferenceVictory Capital Management no longer appears on Buffalo Laborers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Victory Capital Managementaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160845094-002
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.