United Plant & Production Workers Local 175 Pension Fund

Taft-Hartley plan· Roslyn Heights, New York

Taft-Hartley plan, based in Roslyn Heights, New York, reporting $117M in assets, for 479 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$117M
Funded ratio
104.4%
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Jun 2025, United Plant & Production Workers Local 175 Pension Fund total assets $101M -> $117M (+16.1%, 2024-06-30 to 2025-06-30).

Relationship network

21 connected entities

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.

Reading the network
  • 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 planShow
Taft-Hartley plan
Assets
$117M
Total assets, Jun 30, 2025 reported
Funded
104.4%
Jul 1, 2024
Private markets target
no policy read
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

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)

+1 more Schedule C manager

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

5 events
  • Jun 30, 2025Assets changed
    United Plant & Production Workers Local 175 Pension Fund total assets $101M -> $117M (+16.1%, 2024-06-30 to 2025-06-30)
  • Jul 1, 2024Funded status changed
    United Plant & Production Workers Local 175 Pension Fund funded ratio 108.6% -> 104.4% (2023-07-01 to 2024-07-01)
  • Jul 1, 2024Assets changed
    United Plant & Production Workers Local 175 Pension Fund plan assets $88M -> $101M (+14.4%, 2023-07-01 to 2024-07-01)
  • Jun 30, 2024Assets changed
    United Plant & Production Workers Local 175 Pension Fund total assets $89M -> $101M (+13.9%, 2023-06-30 to 2024-06-30)
  • Jul 1, 2023Funded status changed
    United 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.

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
Total assets
$117M Jun 30, 2025 reported Form 5500
$101M (2024-06) · $88.7M (2023-06)
Plan assets
$101M Jul 1, 2024 reported Form 5500
$87.9M (2023-07) · $81.1M (2022-07)
Net assets
$116M Jun 30, 2025 reported Form 5500
$101M (2024-06) · $87.9M (2023-06)
Funded ratio
104.4% Jul 1, 2024 reported Form 5500
108.6% (2023-07) · 116.3% (2022-07)
Participants
479 Jul 1, 2024 reported Form 5500
471 (2023-07) · 460 (2022-07)
Contributions
$8.4M Jun 30, 2025 reported Form 5500
$5.3M (2024-06) · $4.7M (2023-06)
Benefits paid
$3.2M Jun 30, 2025 reported Form 5500
$3.4M (2024-06) · $2.5M (2023-06)
Net investment income
$15.5M Jun 30, 2025 reported Form 5500
$12.6M (2024-06) · $6.9M (2023-06)
Investment management fees
$429,137 Jun 30, 2025 reported Form 5500
$365,385 (2024-06) · $313,719 (2023-06)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025479Not disclosedNot disclosedn/a$117M$7.0MNot disclosed$8.5M
2023 to Jun 30, 2024471Not disclosedNot disclosedn/a$101M$7.2MNot disclosed$9.9M
2022 to Jun 30, 2023460Not disclosedNot disclosedn/a$88.7M$8.0MNot disclosed$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

+52 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

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.

Not yet on record: fund commitments, managers.

Record history

5 dated events on the change ledger, latest event first
  • Total assets changed
    2025-06-30source on record
  • Funded status changed
    2024-07-01source on record
  • Total assets changed
    2024-07-01source on record

+2 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.