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

International Painters and Allied Trades Industry Pension Plan

Taft-Hartley planHanover, MD
Assets
$4.5B
Total assets, Dec 31, 2024 reported
Funded
68.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
63
3 managers on Schedule C
Plan sponsor: Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 2.3%
  • U.S. Government securities 2.9%
  • Insurance company general account 0.4%
  • Other investments 21.5%
  • Partnership/joint venture interests 26.5%
  • 103-12 investment entities 4.7%
  • Common/collective trusts 30.8%
  • Pooled separate accounts 1.4%
  • Registered investment companies 1.1%
  • Real estate (other than employer real property) 3.5%
Consultants and advisers
8 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
16 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
63 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Adams Street Pshp Fd 2009 Non US Em103 12 ieAdams Street Partners LLCPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Adams Street Ptnrshp Fd 2009 US Fd103 12 ieAdams Street Partners LLCPooled vehicles$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Adams Street Pshp Fd 2009 Non US de103 12 ieAdams Street Partners LLCPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$56.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$159,534 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$16.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$111M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$64.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employee Real Estate Construction Tcollective trustAmeriserveReal estate$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$18.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$52.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Crescent Capital Trust II (levered)collective trustCrescent Capital Collective InvPooled vehicles$27.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Metis Real Assets Index Portfoliocollective trustMetis Equity TrustReal assets$77.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Msci Acwi Ex USA Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$241M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alcentra European Credit Opportunit103 12 ieThe Bank of New York MellonPrivate credit$16 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alcentra Multi-Strategy European Cr103 12 ieAlcentra LtdHedge / diversifiers$854,619 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alcentra Euro Cr Opp Fd III Scsp103 12 ieAlcentra European Credit OppPooled vehicles$23.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Acadian Global Equity Fund103 12 ieAcadian Asset ManagementPublic equity$108M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Arrowstreet Global Equity Acwi Citcollective trustGlobal Trust CompanyPublic equity$221M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$643M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Adams Street Pshp Fd 2009 Non US Em103 12 ieAdams Street Partners LLCPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Adams Street Ptnrshp Fd 2009 US Fd103 12 ieAdams Street Partners LLCPooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Adams Street Pshp Fd 2009 Non US de103 12 ieAdams Street Partners LLCPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$56.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$81,856 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$20.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$114M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$27.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employee Real Estate Construction Tcollective trustAmeriserveReal estate$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$17.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$46.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Crescent Capital Trust II (levered)collective trustCrescent Capital Collective InvPooled vehicles$29.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$135M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga US Treasury Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyFixed income$165M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Seaport Long Duration Collective incollective trustGlobal Trust CompanyFixed income$550M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nepc Diversified Credit Citcollective trustGlobal Trust CompanyPrivate credit$179M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Metis Real Assets Index Portfoliocollective trustMetis Equity TrustReal assets$71.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Msci Acwi Ex USA Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$379M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alcentra European Credit Opportunit103 12 ieThe Bank of New York MellonPrivate credit$458,165 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alcentra Multi-Strategy European Cr103 12 ieAlcentra LtdHedge / diversifiers$836,112 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alcentra Euro Cr Opp Fd III Scsp103 12 ieAlcentra European Credit OppPooled vehicles$28.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Adams Street Pshp Fd 2009 Non US Em103 12 ieAdams Street Partners LLCPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Adams Street Ptnrshp Fd 2009 US Fd103 12 ieAdams Street Partners LLCPooled vehicles$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Adams Street Pshp Fd 2009 Non US de103 12 ieAdams Street Partners LLCPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$85.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$229,818 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$26.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$141M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$26.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employee Real Estate Construction Tcollective trustAmeriserveReal estate$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$16.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blue Rock Capital Fund LP103 12 ieBlue Rock Advisors LLCPooled vehicles$55.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$44.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Crescent Capital Trust II Leveredcollective trustGlobal Trust CompanyPooled vehicles$27.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Cif Small Cap 2000 Portfoliocollective trustWellington Trust Company, NaPublic equity$45.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$63.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga US Treasury Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyFixed income$197M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Afl-Cio Cf Sl Stock Index Fundcollective trustThe Bank of New York MellonPublic equity$112M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mawer Global Equity Collective Fundcollective trustGlobal Trust CompanyPublic equity$164M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Seaport Long Duration Collective incollective trustGlobal Trust CompanyFixed income$538M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Ctf Small Companiescollective trustWellington Trust Company NaPooled vehicles$54.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ftse Rafi US 1000 Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyPooled vehicles$227M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Ctf Opportunistic Fixed Incomecollective trustWellington Trust Company NaHedge / diversifiers$84.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$4.5B Dec 31, 2024 reported Form 5500
$4.2B (2023-12) · $3.9B (2022-12)
Plan assets
$4.1B Jan 1, 2024 reported Form 5500
$3.8B (2023-01) · $4.2B (2022-01)
Net assets
$4.4B Dec 31, 2024 reported Form 5500
$4.1B (2023-12) · $3.8B (2022-12)
Funded ratio
68.7% Jan 1, 2024 reported Form 5500
67.7% (2023-01) · 66.2% (2022-01)
Participants
95,637 Jan 1, 2024 reported Form 5500
94,638 (2023-01) · 102,956 (2022-01)
Contributions
$443M Dec 31, 2024 reported Form 5500
$415M (2023-12) · $377M (2022-12)
Benefits paid
$436M Dec 31, 2024 reported Form 5500
$430M (2023-12) · $427M (2022-12)
Net investment income
$368M Dec 31, 2024 reported Form 5500
$311M (2023-12) · $-426M (2022-12)
Investment management fees
$3.2M Dec 31, 2024 reported Form 5500
$4.2M (2023-12) · $4.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202495,637n/an/an/a$4.5B$1.2Bn/a$161M
2023 to Dec 31, 202394,638n/an/an/a$4.2B$1.0Bn/a$194M
2022 to Dec 31, 2022102,956n/an/an/a$3.9B$1.0Bn/a$188M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Tucker Arensberg PC codes 29 50 $2.4M PY2024
  • Intl Union of Painters & Allied Tra codes 49 50 $1.3M PY2024
  • Vitech Systems Group Inc codes 49 50 $1.2M PY2024
  • Verus Advisory, Inc. codes 27 51 $671,005 PY2024
  • Painting Industry Insurance & Annui codes 15 50 $670,612 PY2024
  • Withum Plus codes 10 50 $648,774 PY2024
  • Northern Trust Corporation codes 19 51 71 $636,520 PY2024
  • Novak Francella LLC codes 10 50 $419,662 PY2024
  • DAN Williams codes 30 50 $362,735 PY2024
  • Acadian Asset Management LLC codes 28 51 $341,685 PY2024
  • Adam Boston codes 30 50 $341,211 PY2024
  • The Segal Company, Inc. codes 11 50 $332,150 PY2024
  • Nepc LLC codes 27 51 $330,019 PY2024
  • Schultheis & Panettieri, LLP codes 10 50 $320,402 PY2024
  • Bredhoff & Kaiser codes 29 50 $284,791 PY2024
  • Ullico Investment Advisors, Inc. codes 28 51 $278,660 PY2024
  • Chartwell Investment Partners LP codes 28 51 $247,683 PY2024
  • Parametric Portfolio Associates LLC codes 28 51 $244,742 PY2024
  • The Union Labor Life Insurance Co. codes 28 51 72 $233,873 PY2024
  • Laurie Hand codes 30 50 $231,850 PY2024
  • Michael Kaufman codes 30 50 $231,801 PY2024
  • ASB Capital Management codes 28 51 $228,313 PY2024
  • Brady Nelson codes 30 50 $195,773 PY2024
  • James Bogart codes 30 50 $195,439 PY2024
  • Marquette Associates, Inc. codes 28 51 $190,740 PY2024
  • N'Dia Williams codes 30 50 $170,029 PY2024
  • Scott Roberie codes 30 50 $161,975 PY2024
  • Michael O'Malley codes 30 50 $160,016 PY2024
  • Perry Parker codes 30 50 $159,662 PY2024
  • Whitehorse Liquidty Partners IV LP codes 28 51 $158,252 PY2024
  • Gosaye Kidanemariam codes 30 50 $157,515 PY2024
  • Nickett Boatwright codes 30 50 $152,645 PY2024
  • Clint Beaulieu codes 30 50 $142,115 PY2024
  • Christina Emmel codes 30 50 $138,579 PY2024
  • Andrew Harding codes 30 50 $133,449 PY2024
  • Jennifer Ruhling codes 30 50 $129,786 PY2024
  • Juliet Gray codes 30 50 $129,214 PY2024
  • Prudential Retirement & Annuity Ins codes 28 51 $128,760 PY2024
  • Jordan Kline codes 30 50 $125,336 PY2024
  • Folototo Aiolupotea codes 30 50 $124,857 PY2024
  • Alexis Cox codes 30 50 $124,009 PY2024
  • Wale Oparinde codes 30 50 $120,208 PY2024
  • Jacqueline Courtien codes 30 50 $116,713 PY2024
  • Evenzier Nanalig, Jr codes 30 $114,074 PY2024
  • Cornelius Norris codes 30 50 $112,545 PY2024
  • Ashley Sosa codes 30 50 $109,473 PY2024
  • Chiffonia Lloyd codes 30 50 $108,273 PY2024
  • Christensen James & Martin codes 29 50 $108,092 PY2024
  • Mary Harris codes 30 50 $106,385 PY2024
  • Washington Capital Management Inc codes 28 51 $104,530 PY2024
  • Lauren Ervin codes 30 50 $101,805 PY2024
  • Brandi Schmidt codes 30 50 $101,646 PY2024
  • Rochelle Stephens codes 30 50 $101,549 PY2024
  • Eric Olean codes 30 50 $101,029 PY2024
  • Crystal Haas codes 30 50 $99,160 PY2024
  • Jarso Feyisa codes 30 50 $98,583 PY2024
  • Lauren Brown codes 30 50 $97,604 PY2024
  • Raven Clay codes 30 50 $96,304 PY2024
  • Brenda Quest codes 30 $94,889 PY2024
  • Jennifer Rollins codes 30 50 $89,995 PY2024
  • AMY Mcelory codes 30 50 $87,051 PY2024
  • Amythest Temple codes 30 50 $86,549 PY2024
  • Vanessa Henderson codes 30 50 $78,251 PY2024
  • Heidi Kern codes 30 50 $78,171 PY2024
  • State Street Global Advisors Trust codes 18 19 51 $74,141 PY2024
  • Maudeline Quarrie codes 30 50 $73,645 PY2024
  • Xpan Law Group, LLC codes 29 50 $72,540 PY2024
  • Sheena Williams codes 30 50 $68,985 PY2024
  • J'Mia Tillman codes 30 50 $65,910 PY2024
  • Alsweet Associates codes 10 50 $65,364 PY2024
  • Marji Smith codes 30 50 $64,843 PY2024
  • LUZ Rodriguez codes 30 50 $63,904 PY2024
  • Asia Alternatives Management LLC codes 28 51 52 $63,794 PY2024
  • Julieta Spenard codes 30 50 $62,260 PY2024
  • Ebony Dozier codes 30 50 $61,700 PY2024
  • Thoma Bravo LLC codes 28 51 $60,578 PY2024
  • Berry & Co. CPAS codes 10 50 $59,790 PY2024
  • Jerry Shipp Jr. codes 30 50 $56,069 PY2024
  • Pacific Southwest Administrators codes 13 50 $54,344 PY2024
  • Wilson-Mcshane Corporation codes 49 50 $53,703 PY2024
What changed
42 events
  • Dec 31, 2024Holding started
    International Painters and Allied Trades Industry Pension Plan first reports an interest in Acadian Global Equity Fund (Acadian Asset Management): $108M at 2024-12-31
    with Acadian Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    International Painters and Allied Trades Industry Pension Plan no longer reports Ssga US Tips Index Nl Fund (State Street - Russell 2000) (last held $135M at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    International Painters and Allied Trades Industry Pension Plan no longer reports Ssga US Treasury Index Nl Ctf (last held $165M at 2023-12-31; absent from the 2024-12-31 filing)
    with Ssga US Treasury Index Nl Ctfaskebsa.dol.gov
  • Dec 31, 2024Holding started
    International Painters and Allied Trades Industry Pension Plan first reports an interest in Jpmcb Core Bond Fund (JP Morgan Core Bond Fund): $643M at 2024-12-31
    with JP Morgan Core Bond Fundaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    International Painters and Allied Trades Industry Pension Plan no longer reports Nepc Diversified Credit Cit (last held $179M at 2023-12-31; absent from the 2024-12-31 filing)
    with Nepc Diversified Credit Citaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    International Painters and Allied Trades Industry Pension Plan no longer reports Seaport Long Duration Collective in (Global Trust Company) (last held $550M at 2023-12-31; absent from the 2024-12-31 filing)
    with Global Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Holding started
    International Painters and Allied Trades Industry Pension Plan first reports an interest in Arrowstreet Global Equity Acwi Cit: $221M at 2024-12-31
    with Arrowstreet Global Equity Acwi Citaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Capfinancial Partners, LLC no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Capfinancial Partners, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Trive Capital Partners LP no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Trive Capital Partners LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Thoma Bravo LLC appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Thoma Bravo LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Boston Partners Global Investors no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with The Boston Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Lightyear Capital LLC no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Lightyear Capital LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Wellington Trust no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wellington Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Verus Advisory, Inc. appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Verus Advisory, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    The Carlyle Group no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Carlyle Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    KPS Capital Partners, LP appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with KPS Capital Partners, LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Asia Alternatives Management LLC appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Asia Alternatives Management LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Acadian Asset Management LLC appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Acadian Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    International Painters and Allied Trades Industry Pension Plan no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $45M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    International Painters and Allied Trades Industry Pension Plan no longer reports Wtc-Ctf Small Companies (last held $55M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wtc-Ctf Small Companies Portfolioaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    International Painters and Allied Trades Industry Pension Plan no longer reports Mawer Global Equity Collective Fund (Global Trust Company) (last held $164M at 2022-12-31; absent from the 2023-12-31 filing)
    with Global Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    International Painters and Allied Trades Industry Pension Plan no longer reports Wtc-Ctf Opportunistic Fixed Income (last held $84M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wtc-Ctf Opportunistic Fixed Incomeaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    International Painters and Allied Trades Industry Pension Plan no longer reports Blue Rock Capital Fund LP (last held $55M at 2022-12-31; absent from the 2023-12-31 filing)
    with Blue Rock Capital Fund LPaskebsa.dol.gov
  • Dec 31, 2023Holding started
    International Painters and Allied Trades Industry Pension Plan first reports an interest in Metis Real Assets Index Portfolio: $71M at 2023-12-31
    with Metis Real Assets Index Portfolioaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    International Painters and Allied Trades Industry Pension Plan no longer reports Bnym Afl-Cio Cf Sl Stock Index Fund (last held $112M at 2022-12-31; absent from the 2023-12-31 filing)
    with Bnym Afl-Cio Cf Sl Stock Index Fundaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    International Painters and Allied Trades Industry Pension Plan no longer reports Ftse Rafi US 1000 Index Nl Ctf (last held $227M at 2022-12-31; absent from the 2023-12-31 filing)
    with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
  • Dec 31, 2023Holding started
    International Painters and Allied Trades Industry Pension Plan first reports an interest in Nepc Diversified Credit Cit: $179M at 2023-12-31
    with Nepc Diversified Credit Citaskebsa.dol.gov
  • Dec 31, 2023Holding started
    International Painters and Allied Trades Industry Pension Plan first reports an interest in Msci Acwi Ex USA Nl Fund (State Street Global Advisors Trust): $379M at 2023-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2023Holding started
    International Painters and Allied Trades Industry Pension Plan first reports an interest in Alcentra Multi-Strategy European Cr (Alcentra Ltd): $836,112 at 2023-12-31
    with Alcentra Ltdaskebsa.dol.gov
  • Dec 31, 2023Holding started
    International Painters and Allied Trades Industry Pension Plan first reports an interest in Alcentra European Credit Opportunit: $458,165 at 2023-12-31
    with Alcentra European Credit Opportunitaskebsa.dol.gov
  • Dec 31, 2023Holding started
    International Painters and Allied Trades Industry Pension Plan first reports an interest in Alcentra Euro Cr Opp Fd III Scsp (Alcentra European Credit Opp): $29M at 2023-12-31
    with Alcentra European Credit Oppaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Thoma Bravo LLC no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Thoma Bravo LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Portfolio Evaluations Inc no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Portfolio Evaluations, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Ashmore Investment Advisors Ltd no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Ashmore Investment Advisors Ltdaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    PNC Bank, National Association no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with PNC Bankaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    PNC Realty Investors Inc no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with PNC Bankaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Beachpoint Capital Managment LP no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Beach Point Capital Management LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    National Investment Services Inc no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with National Investment Svcs of Ameraskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Mill Point Capital no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Mill Point Capital LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    KPS Capital Partners, LP no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with KPS Capital Partners, LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Marquette Associates, Inc. appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Marquette Associates Inc.askebsa.dol.gov
  • Jan 1, 2023Assets changed
    International Painters and Allied Trades Industry Pension Plan plan assets $4.2B -> $3.8B (-10.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526073909-001
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.