District Council 82 Painting Industry Pension Plan
Taft-Hartley plan, based in Bloomington, Minnesota, reporting $319M in assets, for 2,208 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, District Council 82 Painting Industry Pension Plan no longer reports SIT Collective Investment Trust (last held $19M at 2023-12-31; absent from the 2024-12-31 filing).
1 more adviser, 3 more managers, 15 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- Afl-Cio Building Investment Trust3 commitments
- ASB Labor Equity Index Fund3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Great Gray Trust Company3 commitments
- Chevy Chase Trust Company3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
43 connected entities18 observed commitments13 repeat counterparties9 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 0.0%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 17.2%
- U.S. Government securities 9.6%
- Other investments 2.3%
- Partnership/joint venture interests 11.3%
- Common/collective trusts 32.2%
- Registered investment companies 4.9%
- Common stock 21.2%
Consultants and advisers
- Frsecure General consultantthrough Dec 31, 2023 Form 5500
- Standard Valuation Investment adviser (plan)through Dec 31, 2022 Form 5500
- Union Bank and Trust Custodianthrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- Chevy Chase Trust Company3 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
+3 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 2024
- Boyd Watterson Asset Managementplan years 2023
- Deprince, Race & Zollo Incplan years 2023
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceDistrict Council 82 Painting Industry Pension Plan no longer reports SIT Collective Investment Trust (last held $19M at 2023-12-31; absent from the 2024-12-31 filing)with SIT Large Cap Dividend Collectiveaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceDistrict Council 82 Painting Industry Pension Plan no longer reports Neuberger Berman Strategic Multi-Se (Neuberger Berman Trust Company, Na) (last held $15M at 2023-12-31; absent from the 2024-12-31 filing)with Neuberger Berman Trust Company, Naaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNational Investment Services appears on District Council 82 Painting Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with National Investment Svcs of Ameraskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceEagle Capital Management, LLC no longer appears on District Council 82 Painting Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Eagle Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedDistrict Council 82 Painting Industry Pension Plan first reports an interest in AB Sustainable US Thematic Cit (Alliance Bernstein, L.P.): $12M at 2023-12-31with Alliance Bernstein, L.P.askebsa.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 Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $70.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $7.6M held | Disclosed holding | askebsa.dol.gov |
+15 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 Dec 31, 2024 | 2,208 | Not disclosed | Not disclosed | n/a | $319M | $36.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,190 | Not disclosed | Not disclosed | n/a | $293M | $32.4M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,143 | Not disclosed | Not disclosed | n/a | $266M | $10.4M | Not disclosed | Not disclosed |
- Zacks Investment Management codes 28 $138,637 PY2024
- Wilson-Mcshane Corporation codes 10 13 15 $120,000 PY2024
- Union Bank & Trust codes 19 65 $112,359 PY2024
+70 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
District Council 82 Painting Industry Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 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.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship started2024-12-31source 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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