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
Amalgamated Transit Workers Local 854 Pension Fund
Taft-Hartley planValley Stream, NY
Assets
$19.8M
Total assets, May 31, 2025 reported
Funded
86.5%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: BD of Trustees Amalgamated Transit Workers Local 854 Pension Fund
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Partnership/joint venture interests 6.5%
- Registered investment companies 90.5%
Consultants and advisers
4 firms
- KBA 74 Actuarythrough May 31, 2025 Form 5500
- Keystone 74 Benefits and Admin Actuarythrough May 31, 2025 Form 5500
- Cbiz Ris Actuarythrough May 31, 2023 Form 5500
- Cbiz Retirement Plan Solutions Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Quan Vest Consultantsplan years 2025
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
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 1,558 | n/a | n/a | n/a | $19.8M | $1.3M | n/a | n/a |
| 2022 to May 31, 2023 | 1,522 | n/a | n/a | n/a | $12.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mccarthy & Preece codes 29 50 $60,000 PY2024
- Priscilla Farduchi codes 15 50 $51,464 PY2024
- Joseph Giovinco codes 14 50 $26,496 PY2024
- Eastern States Joint Board codes 49 50 $26,461 PY2024
- Weaver & Tidwell LLP codes 10 50 $24,000 PY2024
- Keystone 74 Benefits & Admin. LLC codes 11 50 $14,417 PY2024
- Quan-Vest Consultants, Inc. codes 28 51 $12,036 PY2024
- ADP, Inc. codes 15 50 $9,848 PY2024
- Lawrence Fischer, CPA codes 10 50 $7,450 PY2024
- Keystone 74 Benefits and Admin codes 11 PY2024
- Mccarthy & Preece codes 29 $66,650 PY2022
- Cbiz Retirement Plan Services codes 11 $66,410 PY2022
- Buchbinder Tunick & Co LLP codes 10 $24,000 PY2022
- Lawrence S. Fischer CPA codes 10 $8,700 PY2022
- Cbiz Retirement Plan Solutions codes 11 PY2022
What changed
2 events
- May 31, 2025Assets changedAmalgamated Transit Workers Local 854 Pension Fund total assets $12M -> $20M (+59.3%, 2023-05-31 to 2025-05-31)
- Jun 1, 2024Assets changedAmalgamated Transit Workers Local 854 Pension Fund plan assets $7M -> $16M (+132.2%, 2022-06-01 to 2024-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 850774781-001
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.