Desert States Employers & Ufcw Unions Pension Plan
Taft-Hartley plan, based in Phoenix, Arizona, reporting $1.0B in assets, for 53,889 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Desert States Employers & Ufcw Unions Pension Plan first reports an interest in Bnym Mellon Afl-Cio Sl Stock Index (BNY Mellon): $115M at 2024-12-31.
5 more advisers, 10 more managers, 44 more commitments and 3 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Ultra Construction Loan in3 commitments
- Emerging Markets Equity Series3 commitments
- NIS Total Absolute Return Qp Fund3 commitments
- National Investment Services12 commitments
- Amalgamated Bank3 commitments
- RBC Global Asset Management Inc.3 commitments
Relationship network
71 connected entities47 observed commitments26 repeat counterparties21 dated commitments shown here, 2022 to 2024
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 2.1%
- Other investments 8.0%
- Partnership/joint venture interests 46.6%
- 103-12 investment entities 9.4%
- Common/collective trusts 22.4%
- Pooled separate accounts 2.0%
- Registered investment companies 2.3%
- Common stock 4.9%
Consultants and advisers
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Frsecure General consultantthrough Dec 31, 2023 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- National Investment Services12 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
- RBC Global Asset Management Inc.3 rows, latest Dec 31, 2024
+10 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- National Investment Servicesplan years
- Crescent Capitalplan years
- Artisan Partnersplan years
+14 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding startedDesert States Employers & Ufcw Unions Pension Plan first reports an interest in Bnym Mellon Afl-Cio Sl Stock Index (BNY Mellon): $115M at 2024-12-31with BNY Mellonaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceDesert States Employers & Ufcw Unions Pension Plan no longer reports TCW Capital Trust (last held $117,340 at 2022-12-31; absent from the 2023-12-31 filing)with TCW Capital Trustaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceDesert States Employers & Ufcw Unions Pension Plan no longer reports Institutional Credit Fund, L.P. (last held $9M at 2022-12-31; absent from the 2023-12-31 filing)with Institutional Credit Fund, L.P.askebsa.dol.gov
- Dec 31, 2023Holding startedDesert States Employers & Ufcw Unions Pension Plan first reports an interest in Wedge Small Cap Value Cit (Wedge Capital Management LLP): $27M at 2023-12-31with Wedge Capital Management LLPaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCapital Trust Financial Advisors appears on Desert States Employers & Ufcw Unions Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Capfinancial Partners, LLCaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $10,662 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wedge Small Cap Value Citcollective trust | Wedge Capital Management LLP | Public equity | $23.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $115M held | Disclosed holding | askebsa.dol.gov |
+44 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Dec 31, 2024 | 53,889 | Not disclosed | Not disclosed | n/a | $1.0B | $484M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 48,107 | Not disclosed | Not disclosed | n/a | $1.0B | $469M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 53,586 | Not disclosed | Not disclosed | n/a | $960M | $524M | Not disclosed | Not disclosed |
- Southwest Service Administrators codes 13 50 $911,802 PY2024
- NEW England Pension Consultants codes 27 50 $646,212 PY2024
- The Northern Trust Bank codes 19 49 50 52 $459,548 PY2024
+108 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Desert States Employers & Ufcw Unions Pension Plan sits on 32 traced paths of capital across the graphs.
DFX traced 32 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 started2024-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+5 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
+26 connections on the graph
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