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
Local 400 Food Terminal Employees' Pension Plan
Taft-Hartley planCleveland, OH
Assets
$21.4M
Total assets, Aug 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Aug 31, 2025
Commitments
3
none on the tape
Plan sponsor: Board of Trustees of Local 400 Food Terminal
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.9%
- Corporate debt instruments (other) 23.4%
- U.S. Government securities 27.6%
- Insurance company general account 0.0%
- Other investments 0.5%
- Common/collective trusts 2.1%
- Registered investment companies 43.0%
Consultants and advisers
4 firms
- Mariner Institutional Investment adviser (plan)through Aug 31, 2024 Form 5500
- Mariner (andco) Investment adviser (plan)through Aug 31, 2023 Form 5500
- KEY Trust Custodianthrough Aug 31, 2023 Form 5500
- Segal Actuarythrough Aug 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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 Aug 31, 2025 | Keybank Multiple Investment Trustcollective trust | Keybank National Association | Pooled vehicles | $459,183 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Keybank Multiple Investment Trustcollective trust | Keybank National Association | Pooled vehicles | $458,629 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Keybank Multiple Investment Trustcollective trust | Keybank National Association | Pooled vehicles | $458,516 held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Investment management fees
$77,394 (2024-08) · $74,435 (2023-08)
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 Aug 31, 2025 | 1,055 | n/a | n/a | n/a | $21.4M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 1,124 | n/a | n/a | n/a | $25.3M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 1,162 | n/a | n/a | n/a | $27.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Segal Co. codes 11 $31,219 PY2024
- KEY Trust codes 10 13 19 28 59 62 99 $25,239 PY2024
- Ciuni & Panichi, Inc. codes 10 $24,982 PY2024
- Mariner Institutional codes 27 $24,000 PY2024
- Dianna L. Brown codes 30 $18,238 PY2024
- Bonnie Manning codes 30 $18,238 PY2024
- Washington Street Insurance Group codes 23 $12,185 PY2024
- Keybank Mult Inv Trust for Emp Bene Sched. D C $459,183 PY2024
- KEY Trust codes 10 13 19 28 59 62 99 $24,964 PY2023
- Segal Co. codes 11 $23,314 PY2023
- Andco codes 27 $18,000 PY2023
- Ciuni & Panichi, Inc. codes 10 $16,968 PY2023
- Dianna L. Brown codes 30 $12,945 PY2023
- Bonnie Manning codes 30 $12,945 PY2023
- Washington Street Insurance Group codes 23 $12,939 PY2023
- Mariner Institutional codes 27 $6,000 PY2023
- Keybank Mult Inv Trust for Emp Bene Sched. D C $458,629 PY2023
- KEY Trust codes 10 13 19 28 59 62 99 $26,118 PY2022
- Ciuni & Panichi, Inc. codes 10 $24,470 PY2022
- Andco codes 27 $24,000 PY2022
- Segal Co. codes 11 $21,689 PY2022
- Washington Street Insurance Group codes 23 $12,922 PY2022
- Dianna L. Brown codes 30 $11,678 PY2022
- Bonnie Manning codes 30 $11,678 PY2022
- Maryann Farabaugh codes 30 $6,817 PY2022
- Keybank Mult Inv Trust for Emp Bene Sched. D C $458,516 PY2022
What changed
3 events
- Aug 31, 2025Assets changedLocal 400 Food Terminal Employees' Pension Plan total assets $25M -> $21M (-15.4%, 2024-08-31 to 2025-08-31)
- Dec 31, 2024Consultant changedinferenceAndco no longer appears on Local 400 Food Terminal Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mariner (andco)askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMariner Institutional appears on Local 400 Food Terminal Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Mariner Institutionalaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346665909-001
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.