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.
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Taft-Hartley plan
C••••••••• • G•••••• L•••••••• L•••• 1•• P•••••• F•••
Taft-Hartley planGlenmont, NY
Assets
$166M
Total assets, Jul 31, 2025 reported
Funded
101.8%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: C••••••••• • G•••••• L•••••••• L•••• 1•• P••••••
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.1%
- Corporate debt instruments (other) 7.2%
- U.S. Government securities 6.5%
- Partnership/joint venture interests 10.0%
- Registered investment companies 6.4%
- Common stock 61.5%
Consultants and advisers
2 firms
- S••••• A•••••••• S••••••• Actuarythrough Jul 31, 2023 Form 5500
- M••••• S•••••• S•••• B•••••• L•• Custodianthrough Jul 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)
- P••••plan years 2025
- A•••••••• C•••••• M••••••••• L••plan years 2023
- C•••••••••plan years 2023
- C••••••••• I••••••••• G•••••plan years 2023
- P•••••••• M•••••plan years 2023
- Z•••••• C•••••• M••••••••• L••plan years 2023
- B••• W•••••••• A•••• M•••••••••plan years 2023
- S••• A••••••• S••••••• L••• C••plan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$675,285 (2024-07) · $580,714 (2023-07)
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 Jul 31, 2025 | 2,028 | n/a | n/a | n/a | $166M | $16.6M | n/a | n/a |
| 2023 to Jul 31, 2024 | 1,976 | n/a | n/a | n/a | $151M | $16.2M | n/a | n/a |
| 2022 to Jul 31, 2023 | 1,949 | n/a | n/a | n/a | $132M | $13.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney LLC codes 19 27 $407,989 PY2024
- Zenith American Solutions codes 14 $188,601 PY2024
- Clearbridge codes 51 72 $90,928 PY2024
- Aristotle Capital Management codes 28 51 72 $83,268 PY2024
- Robert Cheverie & Associates, P.C. codes 29 $61,270 PY2024
- Clearbridge International Growth codes 28 51 72 $56,846 PY2024
- Summit Actuarial Services, LLC codes 11 $48,900 PY2024
- Principal Midcap LLC codes 28 51 72 $45,849 PY2024
- Teal, Becker & Chiaramonte codes 10 $34,699 PY2024
- Pimco codes 28 51 72 $28,092 PY2024
- Sage Advisory Services Ltd Co. codes 28 51 72 $21,925 PY2024
- Boyd Watterson Asset Management codes 28 51 72 $21,036 PY2024
- Ziegler Capital Management, LLC codes 28 51 72 $20,644 PY2024
- Solxsys Administrative Solutions, L codes 14 $16,816 PY2024
- Joseph Mccarthy & Associates codes 15 $6,535 PY2024
- Summit Actuarial Services, LLC codes 11 PY2024
- Morgan Stanley Smith Barney LLC codes 19 27 $372,926 PY2023
- Zenith American Solutions codes 14 $263,055 PY2023
- Aristotle Capital Management codes 28 51 72 $75,773 PY2023
- Clearbridge codes 51 72 $75,750 PY2023
- Robert Cheverie & Associates, P.C. codes 29 $66,927 PY2023
- Clearbridge International Growth codes 28 51 72 $51,506 PY2023
- Summit Actuarial Services, LLC codes 11 $48,900 PY2023
- Principal Midcap LLC codes 28 51 72 $39,420 PY2023
- Teal, Becker & Chiaramonte codes 10 $33,090 PY2023
- Ziegler Capital Management, LLC codes 28 51 72 $25,214 PY2023
- Boyd Watterson Asset Management codes 28 51 72 $20,284 PY2023
- Sage Advisory Services Ltd Co. codes 28 51 72 $14,412 PY2023
- Summit Actuarial Services, LLC codes 11 PY2023
- Morgan Stanley Smith Barney LLC codes 19 27 $314,794 PY2022
- Zenith American Solutions codes 14 $183,552 PY2022
- Robert Cheverie & Associates, P.C. codes 29 $68,170 PY2022
- Aristotle Capital Management codes 28 51 72 $67,694 PY2022
- Clearbridge codes 28 51 72 $61,410 PY2022
- Summit Actuarial Services, LLC codes 11 $47,500 PY2022
- Clearbridge International Growth codes 28 51 72 $46,713 PY2022
- Teal, Becker & Chiaramonte codes 10 $39,690 PY2022
- Principal Midcap LLC codes 28 51 72 $33,811 PY2022
- Ziegler Capital Management, LLC codes 28 51 72 $22,141 PY2022
- Boyd Watterson Asset Management codes 28 51 72 $20,177 PY2022
- Sage Advisory Services Ltd Co. codes 28 51 72 $13,974 PY2022
- Summit Actuarial Services, LLC codes 11 PY2022
What changed
7 events
- Jul 31, 2025Assets changedConstruction & General Laborers' Local 190 Pension Fund total assets $151M -> $166M (+10.2%, 2024-07-31 to 2025-07-31)
- Dec 31, 2024Manager relationship startedPimco appears on Construction & General Laborers' Local 190 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with P••••askebsa.dol.gov
- Aug 1, 2024Funded status changedConstruction & General Laborers' Local 190 Pension Fund funded ratio 91.9% -> 101.8% (2023-08-01 to 2024-08-01)
- Aug 1, 2024Assets changedConstruction & General Laborers' Local 190 Pension Fund plan assets $131M -> $150M (+14.5%, 2023-08-01 to 2024-08-01)
- Jul 31, 2024Assets changedConstruction & General Laborers' Local 190 Pension Fund total assets $132M -> $151M (+14.5%, 2023-07-31 to 2024-07-31)
- Dec 31, 2023Manager relationship endedinferenceClearbridge no longer appears on Construction & General Laborers' Local 190 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with C•••••••••askebsa.dol.gov
- Aug 1, 2023Funded status changedConstruction & General Laborers' Local 190 Pension Fund funded ratio 85.8% -> 91.9% (2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061211087-001
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.