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

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund

Taft-Hartley planCypress, CA
Assets
$6.5B
Total assets, Mar 31, 2025 reported
Funded
72.2%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
47
7 managers on Schedule C
Plan sponsor: Board of Trustees, So CA Ufcw Unions & Food Employers
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 1.7%
  • U.S. Government securities 3.8%
  • Other investments 0.2%
  • Partnership/joint venture interests 16.1%
  • 103-12 investment entities 0.3%
  • Common/collective trusts 31.9%
  • Registered investment companies 0.5%
  • Common stock 20.6%
  • Preferred stock 0.1%
Consultants and advisers
27 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
47 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Harbourvest Part Viii Cayman Buyout103 12 ieHarbourvest - Buyout FundPrivate equity$623,668 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Harbourvest Partners Viii-Cayman Mz103 12 ieHarbourvest Partners LLCPooled vehicles$698,312 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Harbourvest Partners Viii-Venture103 12 ieHarbourvest Partners LLCVenture$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$97.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025NT Collective Treasury Inflation-Prcollective trustNorthern Trust Collective Eafe IndeFixed income$312M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025NT Collective Long-Term Govt Bondcollective trustNorthern Trust Collective Eafe IndeFixed income$89.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Bh-Dg Systematic Trading Erisa Fundcollective trustInternational Fund ServicesPooled vehicles$91.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025NCS Group Trust - Global Fundcollective trustWalter Scott NcsPooled vehicles$220M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025American Core Realty Fundcollective trustAmerican CoreReal estate$51.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Metlife Long Credit Collective Trcollective trustSEI Trust CompanyPrivate credit$113M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025State Street U.S. High Yield Bond Icollective trustState Street Global Advisors Trust CompanyFixed income$55.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025GQG Partners Emerging Marketscollective trustReliance Trust CompanyPublic equity$151M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$424M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025NT Collective All Country World Ex-collective trustNorthern Trust Collective Eafe IndePooled vehicles$469M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Harbourvest Part Viii Cayman Buyout103 12 ieHarbourvest - Buyout FundPrivate equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Harbourvest Partners Viii-Cayman Mz103 12 ieHarbourvest Partners LLCPooled vehicles$712,497 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Harbourvest Partners Viii-Venture103 12 ieHarbourvest Partners LLCVenture$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$96.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024NT Collective Treasury Inflation-Prcollective trustNorthern Trust Collective Eafe IndeFixed income$294M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024NT Collective Long-Term Govt Bondcollective trustNorthern Trust Collective Eafe IndeFixed income$88.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Bh-Dg Systematic Trading Erisa Fundcollective trustInternational Fund ServicesPooled vehicles$111M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024NCS Group Trust - Global Fundcollective trustWalter Scott NcsPooled vehicles$224M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024American Core Realty Fundcollective trustAmerican CoreReal estate$52.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Jackson Square Partner Col Inv Trcollective trustSEI Trust CompanyPooled vehicles$47.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Metlife Long Credit Collective Trcollective trustSEI Trust CompanyPrivate credit$107M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024State Street U.S. High Yield Bond Icollective trustState Street Global Advisors Trust CompanyFixed income$51.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Allspring Factor Enhanced US Largecollective trustWells Fargo Bank N.A.Pooled vehicles$177M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024GQG Partners Emerging Marketscollective trustReliance Trust CompanyPublic equity$158M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$440M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024NT Collective All Country World Ex-collective trustNorthern Trust Collective Eafe IndePooled vehicles$440M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Harbourvest Part Viii Cayman Buyout103 12 ieHarbourvest - Buyout FundPrivate equity$8.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Harbourvest Partners Viii-Cayman Mz103 12 ieHarbourvest Partners LLCPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Harbourvest Partners Viii-Venture103 12 ieHarbourvest Partners LLCVenture$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$121M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023NT Collective Treasury Inflation-Prcollective trustNorthern Trust Collective Eafe IndeFixed income$293M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023NT Collective Long-Term Govt Bondcollective trustNorthern Trust Collective Eafe IndeFixed income$94.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Bh-Dg Systematic Trading Erisa Fundcollective trustInternational Fund ServicesPooled vehicles$103M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023NCS Group Trust - Global Fundcollective trustWalter Scott NcsPooled vehicles$189M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023American Core Realty Fundcollective trustAmerican CoreReal estate$62.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Jackson Square Partner Col Inv Trcollective trustSEI Trust CompanyPooled vehicles$43.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Metlife Long Credit Collective Trcollective trustSEI Trust CompanyPrivate credit$96.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023State Street U.S. High Yield Bond Icollective trustState Street Global Advisors Trust CompanyFixed income$46.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Allspring Factor Enhanced US Largecollective trustWells Fargo Bank N.A.Pooled vehicles$135M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023GQG Partners Emerging Marketscollective trustReliance Trust CompanyPublic equity$113M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$402M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023NT Collective All Country World Ex-collective trustNorthern Trust Collective Eafe IndePooled vehicles$389M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$6.5B Mar 31, 2025 reported Form 5500
$5.2B (2024-03) · $4.9B (2023-03)
Plan assets
$5.2B Apr 1, 2024 reported Form 5500
$4.9B (2023-04) · $5.3B (2022-04)
Net assets
$6.5B Mar 31, 2025 reported Form 5500
$5.2B (2024-03) · $4.9B (2023-03)
Funded ratio
72.2% Apr 1, 2024 reported Form 5500
71.2% (2023-04) · 71.2% (2022-04)
Participants
197,043 Apr 1, 2024 reported Form 5500
191,280 (2023-04) · 193,302 (2022-04)
Contributions
$305M Mar 31, 2025 reported Form 5500
$310M (2024-03) · $316M (2023-03)
Benefits paid
$525M Mar 31, 2025 reported Form 5500
$515M (2024-03) · $501M (2023-03)
Net investment income
$1.3B Mar 31, 2025 reported Form 5500
$311M (2024-03) · $-417M (2023-03)
Investment management fees
$16.3M Mar 31, 2025 reported Form 5500
$12.9M (2024-03) · $12.6M (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025197,043n/an/an/a$6.5B$1.0Bn/an/a
2023 to Mar 31, 2024191,280n/an/an/a$5.2B$888Mn/an/a
2022 to Mar 31, 2023193,302n/an/an/a$4.9B$767Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
47 events
  • Mar 31, 2025Holding started
    Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $10M at 2025-03-31
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Mar 31, 2025Holding endedinference
    Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund no longer reports Jackson Square Partner Col Inv Tr (last held $47M at 2024-03-31; absent from the 2025-03-31 filing)
    with Jackson Square Partners Coll Inv Traskebsa.dol.gov
  • Mar 31, 2025Holding endedinference
    Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund no longer reports Allspring Factor Enhanced US Large (last held $177M at 2024-03-31; absent from the 2025-03-31 filing)
    with Allspring Factor Enhanced US Largeaskebsa.dol.gov
  • Mar 31, 2025Assets changed
    Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund total assets $5.2B -> $6.5B (+24.1%, 2024-03-31 to 2025-03-31)
    askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Skiff & Associates Consulting Inc. no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Skiff & Associates Consulting Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Snow Software Inc no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Snow Software Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Gartner Inc no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Gartner, Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Getbridge LLC no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Getbridge LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Sirius Computer Solutions Inc. no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Sirius Computer Solutions Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Kofax Inc. no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Kofax Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Allspring Global Investments, LLC appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Allspring Global Investments LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    The Segal Co. (ws) Inc. appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with The Segal Co (western States), Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Horizon Actuarial Services, LLC appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Horizon Actuarial Servicesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Gmi no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Gmiaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Matrix Group International Inc. no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Matrix Group International Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Erisa Advisory Group no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Erisa Advisory Groupaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Adaptivedge LLC no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Adaptivedge LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Estancia Capital Management appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Estancia Capital Managementaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Open Text Inc no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Open Text Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Gauge Capital LLC appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Gauge Capital LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Artisan Partners appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Artisan Partners Ltd Partnershipaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    1111 Systems no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with 1111 Systemsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    CS Mckee appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with CSM Advisorsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Ullico appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ullico Investment Advisors, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Patterson Capital Management no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Patterson Capital Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    MCR Hospitality Fund IV Qp LP appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with MCR Hospitality Fund IV Qp LPaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Computacenter Fusionstorm Inc no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Computacenter Fusionstorm Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Xtivia Inc. no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Xtivia Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Blytheco Inc. no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Blytheco Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    BNY Mellon Investment Adviser Inc appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with BNY Mellon Investment Adviser, Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Snow Software Inc appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Snow Software Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    JMG Security System Inc. no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with JMG Security System Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    C&r IT Solutions Inc no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with C&r IT Solutions Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Intercontinental Real Estate Corp appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with International Real Estate Corporatiaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Getbridge LLC appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Getbridge LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Precisely Software Inc. no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Precisely Software Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Brightpoint Coaching & Consulting no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Brightpoint Coaching & Consultingaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    A K Actuarial and Pension Services no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with A K Actuarial and Pension Servicesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Mount Lucas Management no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Mount Lucas Managementaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Gmi appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Gmiaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Erisa Advisory Group appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Erisa Advisory Groupaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Adaptivedge LLC appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Adaptivedge LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Walter Scott & Partners Ltd no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Walter Scott & Partners Ltdaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Flagship Pioneering Fund Inc appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Flagship Pioneering Fund Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Brown Advisory no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Brown Advisoryaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Rockpoint Group, LLC no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Rockpointaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Rockpoint Real Estate Fund V, LP appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Rockpoint Real Estate Fund V LPaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951939092-001
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.