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
United Plant & Production Workers Local 175 Pension Fund
Taft-Hartley planRoslyn Heights, NY
Assets
$117M
Total assets, Jun 30, 2025 reported
Funded
104.4%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of United Plant Production Workers L175 Pension Fd
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 15.0%
- U.S. Government securities 15.5%
- Partnership/joint venture interests 6.0%
- Common/collective trusts 5.2%
- Common stock 46.9%
- Real estate (other than employer real property) 7.2%
Consultants and advisers
3 firms
- Cheiron Actuarythrough Jun 30, 2024 Form 5500
- Summit As LLC Obo Dickinson Grp Actuarythrough Jun 30, 2023 Form 5500
- Dickinson Group, LLC Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Reynolds Consulting Services, LLCplan years 2023
- M&t Bankplan years 2023
- Intercontinental Real Estate Corp.plan years 2023
- Atalanta Sosnoff Capitalplan years 2023
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
$365,385 (2024-06) · $313,719 (2023-06)
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 Jun 30, 2025 | 479 | n/a | n/a | n/a | $117M | $7.0M | n/a | $8.5M |
| 2023 to Jun 30, 2024 | 471 | n/a | n/a | n/a | $101M | $7.2M | n/a | $9.9M |
| 2022 to Jun 30, 2023 | 460 | n/a | n/a | n/a | $88.7M | $8.0M | n/a | $11.2M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Atalanta Sosnoff codes 28 $314,594 PY2024
- SAJ Consultants Inc codes 50 70 $255,846 PY2024
- Anthony Franco codes 30 $109,744 PY2024
- US Real Estate Investment Fund LLC codes 28 $90,468 PY2024
- Rothman Rocco & Laruffa LLP codes 29 $45,946 PY2024
- Michele Zunno codes 30 $30,889 PY2024
- Dickenson Group LLC codes 11 50 $25,000 PY2024
- Reynolds & Reynolds codes 28 50 $24,075 PY2024
- Marie Mossa codes 30 $21,720 PY2024
- Robert Allgier CPA codes 10 50 $21,130 PY2024
- M&t Invest Serv Wilmington Trust codes 28 $16,894 PY2024
- Mario Briceno codes 30 $16,346 PY2024
- Anna Mottola codes 30 $15,474 PY2024
- Chaiken & Chaiken codes 29 50 $10,150 PY2024
- Carol Nagy codes 30 $9,137 PY2024
- Jennifer Smith PLLC codes 29 $8,365 PY2024
- Andrea Briceno codes 30 $7,769 PY2024
- Longview Midcap 400 Index Sched. D C PY2024
- Summit As LLC Obo Dickinson Grp codes 11 PY2024
- Atalanta Sosnoff codes 28 $253,124 PY2023
- Anthony Franco codes 30 $139,118 PY2023
- SAJ Consultants Inc codes 50 70 $113,910 PY2023
- US Real Estate Investment Fund LLC codes 28 $93,631 PY2023
- Rothman Rocco & Laruffa LLP codes 29 $57,989 PY2023
- Jennifer Smith PLLC codes 29 $46,652 PY2023
- Robert Allgier CPA codes 10 50 $33,285 PY2023
- Dickenson Group LLC codes 11 50 $30,000 PY2023
- Michele Zunno codes 30 $29,921 PY2023
- Marie Mossa codes 30 $20,651 PY2023
- Reynolds & Reynolds codes 28 50 $18,630 PY2023
- Mario Briceno codes 30 $16,744 PY2023
- Anna Mottola codes 30 $14,635 PY2023
- Cheiron Inc. codes 11 $10,394 PY2023
- Chaiken & Chaiken codes 29 50 $9,900 PY2023
- Carol Nagy codes 30 $9,324 PY2023
- M&t Invest Serv Wilmington Trust codes 28 $6,581 PY2023
- Longview Midcap 400 Index Sched. D C PY2023
- Summit As LLC Obo Dickinson Grp codes 11 PY2023
- Atalanta Sosnoff codes 28 $195,411 PY2022
- Anthony Franco codes 30 $156,267 PY2022
- US Real Estate Investment Fund LLC codes 28 $92,649 PY2022
- Jennifer Smith PLLC codes $74,475 PY2022
- Rothman Rocco & Laruffa LLP codes 29 $55,837 PY2022
- Dickenson Group LLC codes 11 $30,000 PY2022
- Michele Zunno codes 30 $28,931 PY2022
- Chaiken & Chaiken codes 29 $26,825 PY2022
- Robert Allgier CPA codes 10 $25,170 PY2022
- Marie Mossa codes 30 $18,574 PY2022
- Reynolds & Reynolds codes 28 $18,000 PY2022
- Mario Briceno codes 30 $15,683 PY2022
- Anna Mottola codes 30 $13,590 PY2022
- Carol Nagy codes 30 $8,956 PY2022
- M&t Invest Serv Wilmington Trust codes 28 $6,585 PY2022
- Longview Midcap 400 Index Sched. D C PY2022
- Summit As LLC Obo Dickinson Grp codes 11 PY2022
What changed
5 events
- Jun 30, 2025Assets changedUnited Plant & Production Workers Local 175 Pension Fund total assets $101M -> $117M (+16.1%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedUnited Plant & Production Workers Local 175 Pension Fund funded ratio 108.6% -> 104.4% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedUnited Plant & Production Workers Local 175 Pension Fund plan assets $88M -> $101M (+14.4%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedUnited Plant & Production Workers Local 175 Pension Fund total assets $89M -> $101M (+13.9%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedUnited Plant & Production Workers Local 175 Pension Fund funded ratio 116.3% -> 108.6% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 203143185-001
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.