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
Local 584 Pension Trust Fund
Taft-Hartley planNEW York, NY
Assets
$209M
Total assets, Mar 31, 2025 reported
Funded
3.6%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of Local 584 Pension Trust Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.1%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (preferred) 87.5%
- U.S. Government securities 3.7%
- Registered investment companies 4.1%
Consultants and advisers
4 firms
- Segal Marco Advisors Investment adviser (plan)through Mar 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Mar 31, 2023 Form 5500
- US Bank Custodianthrough Mar 31, 2023 Form 5500
- Segal Actuarythrough Mar 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)
- Loomis Saylesplan years 2024
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
30 readings
Investment management fees
$347,710 (2024-03) · $74,280 (2023-03)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 1,961 | n/a | n/a | n/a | $209M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 1,972 | n/a | n/a | n/a | $210M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 1,984 | n/a | n/a | n/a | $215M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Loomis Sayles & Company codes 28 51 $277,865 PY2024
- Friedman & Anspach codes 29 50 $214,769 PY2024
- Savasta and Company, Inc. codes 13 14 50 $175,000 PY2024
- The Segal Company (eastern States) codes 11 50 $88,044 PY2024
- US Bank, Na codes 15 19 50 $66,689 PY2024
- Segal Marco Advisors codes 27 50 $63,958 PY2024
- Calibre CPA Group, PLLC codes 10 50 $47,871 PY2024
- Naness, Chaiet, Naness, LLC codes 29 50 $22,500 PY2024
- Segal Select Insurance Services Inc codes 53 PY2024
- Segal codes 11 PY2024
- Loomis Sayles & Company codes 28 50 $286,252 PY2023
- Friedman & Anspach codes 29 50 $221,272 PY2023
- Savasta and Company, Inc. codes 13 14 50 $175,000 PY2023
- The Segal Company (eastern States) codes 11 50 $86,380 PY2023
- US Bank, Na codes 15 19 50 $66,195 PY2023
- Segal Marco Advisors codes 27 50 $61,458 PY2023
- Calibre CPA Group, PLLC codes 10 50 $61,455 PY2023
- Naness, Chaiet, Naness, LLC codes 29 50 $22,500 PY2023
- Segal Select Insurance Services Inc codes 53 PY2023
- Segal codes 11 PY2023
- Friedman & Anspach codes 29 50 $206,461 PY2022
- The Segal Company (eastern States) codes 11 17 50 $109,245 PY2022
- Sandra L. Nicosia codes 30 50 $92,851 PY2022
- US Bank, Na codes 15 19 50 $81,740 PY2022
- Nelli Braginskaya codes 30 50 $81,668 PY2022
- Calibre CPA Group, PLLC codes 10 50 $63,433 PY2022
- Savasta and Company, Inc. codes 13 50 $43,750 PY2022
- Segal Marco Advisors codes 27 50 $30,000 PY2022
- MR. Microchip Software Center, Inc. codes 15 50 $24,495 PY2022
- Naness, Chaiet, Naness, LLC codes 29 50 $22,500 PY2022
- Segal Select Insurance Services Inc codes 53 PY2022
- Segal codes 11 PY2022
What changed
4 events
- Apr 1, 2024Assets changedLocal 584 Pension Trust Fund plan assets $4M -> $8M (+100.7%, 2023-04-01 to 2024-04-01)
- Dec 31, 2023Consultant changedinferenceThe Segal Company (eastern States) no longer appears on Local 584 Pension Trust Fund's Schedule C as pension consultant (plan year 2023 vs 2022)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedLoomis Sayles & Company appears on Local 584 Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Loomis Saylesaskebsa.dol.gov
- Apr 1, 2023Assets changedLocal 584 Pension Trust Fund plan assets $1M -> $4M (+185.4%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516123679-001
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.