Plasterers' Local 8 Pension Fund
Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $29.8M in assets, for 319 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Apr 2025, Plasterers' Local 8 Pension Fund first reports an interest in NT Common Russell 1000 Growth Index: $4M at 2025-04-30.
2 more advisers, 2 more managers, 9 more commitments and 5 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- Hardman Johnston Int'l Equity Group3 commitments
- Longview Ultra Construction Loan in3 commitments
- Blackrock Global Allocation Collect2 commitments
- Hardman Johnston Global Advisors3 commitments
- Northern Trust Investments, Incorporated2 commitments
- Amalgamated Bank2 commitments
Relationship network
38 connected entities12 observed commitments9 repeat counterparties10 dated commitments shown here, 2023 to 2025
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
- Interest-bearing cash 4.3%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 10.5%
- U.S. Government securities 5.5%
- Partnership/joint venture interests 34.3%
- 103-12 investment entities 5.0%
- Common/collective trusts 21.9%
- Common stock 17.2%
Consultants and advisers
- Chevy Chase Trust Trusteethrough Apr 30, 2024 Form 5500
- RAE Consulting Actuarythrough Apr 30, 2023 Form 5500
- Wells Fargo Bank Custodianthrough Apr 30, 2023 Form 5500
+2 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
- Hardman Johnston Global Advisors3 rows, latest Apr 30, 2025
- Northern Trust Investments, Incorporated2 rows, latest Apr 30, 2025
- Amalgamated Bank2 rows, latest Apr 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Northern Trust Investments, Incorporatedplan years
- Hardman Johnston Global Advisorsplan years 2024
- Amalgamated Bankplan years
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Apr 30, 2025Holding startedPlasterers' Local 8 Pension Fund first reports an interest in NT Common Russell 1000 Growth Index: $4M at 2025-04-30with NT Common Russell 1000 Growth Indexaskebsa.dol.gov
- Apr 30, 2025Holding startedPlasterers' Local 8 Pension Fund first reports an interest in NT Russell 1000 Value Index: $2M at 2025-04-30with NT Russell 1000 Value Indexaskebsa.dol.gov
- Apr 30, 2025Holding endedinferencePlasterers' Local 8 Pension Fund no longer reports ASB Labor Equity Index Fund (Afl-Cio Equity Fund) (last held $7M at 2024-04-30; absent from the 2025-04-30 filing)with Chevy Chase Trust Companyaskebsa.dol.gov
- Apr 30, 2025Holding endedinferencePlasterers' Local 8 Pension Fund no longer reports Blackrock Global Allocation Collect (last held $635,227 at 2024-04-30; absent from the 2025-04-30 filing)with Blackrock Global Allocation Collectaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceChevy Chase Trust Company no longer appears on Plasterers' Local 8 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Chevy Chase Trustaskebsa.dol.gov
+5 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 Apr 30, 2025 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NT Russell 1000 Value Indexcollective trust | Northern Trust Investments, Incorporated | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $704 held | Disclosed holding | askebsa.dol.gov |
+9 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 Apr 30, 2025 | 319 | Not disclosed | Not disclosed | n/a | $29.8M | $10.2M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 327 | Not disclosed | Not disclosed | n/a | $28.3M | $11.0M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 326 | Not disclosed | Not disclosed | n/a | $26.7M | $11.1M | Not disclosed | Not disclosed |
- Investment Performance Services LLC codes 28 51 $67,667 PY2024
- Boyd Watterson Asset Mgmt LLC codes 28 51 $66,438 PY2024
- RAE Group LLC codes 11 50 $49,500 PY2024
+50 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plasterers' Local 8 Pension Fund sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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 started2025-04-30source on record
- Holding in a pooled vehicle started2025-04-30source on record
- Holding in a pooled vehicle ended2025-04-30source on record
+7 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
+17 connections on the graph
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