Local 703, I.B of T., Grocery & Food Employees' Pension Plan
Taft-Hartley plan, based in OAK Brook, Illinois, reporting $170M in assets, for 1,495 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Oct 2025, Local 703, I.B of T., Grocery & Food Employees' Pension Plan no longer reports William Blair International Leaders (William Blair Investment Management) (last held $4M at 2024-10-31; absent from the 2025-10-31 filing).
7 more managers, 31 more commitments and 1 more dated event
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- Arrowstreet International Equity3 commitments
- NIS High Yield Fund, LLC3 commitments
- NIS Preferred Stock Fund II, LLC3 commitments
- National Investment Svcs of Amer6 commitments
- William Blair Investment Management5 commitments
- Arrow Street Capital3 commitments
Relationship network
47 connected entities34 observed commitments22 repeat counterparties24 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 1.1%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 3.6%
- U.S. Government securities 3.5%
- Other investments 2.3%
- Partnership/joint venture interests 22.2%
- 103-12 investment entities 7.3%
- Common/collective trusts 50.7%
- Registered investment companies 8.7%
Consultants and advisers
- Alan Biller and Associates Investment adviser (plan)through Oct 31, 2023 Form 5500
- Amalgamated Bank Custodianthrough Oct 31, 2023 Form 5500
- Segal Actuarythrough Oct 31, 2023 Form 5500
People
Manager roster
- National Investment Svcs of Amer6 rows, latest Oct 31, 2025
- William Blair Investment Management5 rows, latest Oct 31, 2025
- Arrow Street Capital3 rows, latest Oct 31, 2025
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- National Investment Svcs of Amerplan years 2023
- American Realty Advisorsplan years 2023
- Arrowstreet Capital, LPplan years 2023
What changed
- Oct 31, 2025Holding endedinferenceLocal 703, I.B of T., Grocery & Food Employees' Pension Plan no longer reports William Blair International Leaders (William Blair Investment Management) (last held $4M at 2024-10-31; absent from the 2025-10-31 filing)with William Blair Investment Managementaskebsa.dol.gov
- Oct 31, 2025Assets changedLocal 703, I.B of T., Grocery & Food Employees' Pension Plan total assets $153M -> $170M (+11.5%, 2024-10-31 to 2025-10-31)
- Nov 1, 2024Funded status changedLocal 703, I.B of T., Grocery & Food Employees' Pension Plan funded ratio 103.7% -> 106.8% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedLocal 703, I.B of T., Grocery & Food Employees' Pension Plan plan assets $132M -> $152M (+15.1%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Holding startedLocal 703, I.B of T., Grocery & Food Employees' Pension Plan first reports an interest in Wtc-Cif II Smid Cap Research Equity (Wellington Fd): $5M at 2024-10-31with Wellington Trust Company, Naaskebsa.dol.gov
+1 more dated event
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 Oct 31, 2025 | Arrowstreet International Equity103 12 ie | Arrow Street Capital | Public equity | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Wtc-Cif II Smid Cap Research Equitycollective trust | Wellington Trust Company, Na | Public equity | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | NIS High Yield Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $664,120 held | Disclosed holding | askebsa.dol.gov |
+31 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 Oct 31, 2025 | 1,495 | Not disclosed | Not disclosed | n/a | $170M | $37.8M | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 1,490 | Not disclosed | Not disclosed | n/a | $153M | $30.6M | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 1,494 | Not disclosed | Not disclosed | n/a | $133M | $28.5M | Not disclosed | Not disclosed |
- Alan D. Biller and Associates, Inc. codes 27 $155,078 PY2024
- Benefit Management Group, Inc. codes 12 13 36 $96,668 PY2024
- Laner Muchin, Ltd. codes 29 $87,930 PY2024
+68 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Local 703, I.B of T., Grocery & Food Employees' Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 ended2025-10-31source on record
- Total assets changed2025-10-31source on record
- Funded status changed2024-11-01source on record
+3 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
+8 connections on the graph
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