International Painters and Allied Trades Industry Pension Plan
Taft-Hartley plan, based in Hanover, Maryland, reporting $4.5B in assets, for 95,637 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, 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.
5 more advisers, 19 more managers, 60 more commitments and 37 more dated events
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- Adams Street Pshp Fd 2009 Non US de3 commitments
- Longview Ultra Construction Loan in3 commitments
- Washington Capital Joint Master Tru3 commitments
- Adams Street Partners, LLC9 commitments
- Alcentra Ltd6 commitments
- State Street Global Advisors Trust Company5 commitments
Relationship network
225 connected entities63 observed commitments36 repeat counterparties33 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
- 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
- Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2024 Form 5500
- Capfinancial Partners, LLC Pension consultantGeneral consultantthrough Dec 31, 2023 Form 5500
- Portfolio Evaluations, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Adams Street Partners, LLC9 rows, latest Dec 31, 2024
- Alcentra Ltd6 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company5 rows, latest Dec 31, 2023
+19 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Arrowstreetplan years
- Amalgamated Bankplan years
- Adams Street Partners, LLCplan years
+40 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedInternational Painters and Allied Trades Industry Pension Plan first reports an interest in Acadian Global Equity Fund (Acadian Asset Management): $108M at 2024-12-31with Acadian Asset Managementaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceInternational 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 Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceInternational 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 startedInternational Painters and Allied Trades Industry Pension Plan first reports an interest in Jpmcb Core Bond Fund (JP Morgan Core Bond Fund): $643M at 2024-12-31with JP Morgan Core Bond Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceInternational 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
+37 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Arrowstreet Global Equity Acwi Citcollective trust | Arrowstreet | Public equity | $221M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Adams Street Pshp Fd 2009 Non US de103 12 ie | Adams Street Partners, LLC | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $159,534 held | Disclosed holding | askebsa.dol.gov |
+60 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 95,637 | Not disclosed | Not disclosed | n/a | $4.5B | $1.2B | Not disclosed | $161M |
| 2023 to Dec 31, 2023 | 94,638 | Not disclosed | Not disclosed | n/a | $4.2B | $1.0B | Not disclosed | $194M |
| 2022 to Dec 31, 2022 | 102,956 | Not disclosed | Not disclosed | n/a | $3.9B | $1.0B | Not disclosed | $188M |
- 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
+297 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
International Painters and Allied Trades Industry Pension Plan sits on 29 traced paths of capital across the graphs.
DFX traced 29 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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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
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+41 more changes on this record's ledger
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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
+53 connections on the graph
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