Teamsters Employers Local 945 Pension Fund
Taft-Hartley plan, based in Wayne, New Jersey, reporting $100M in assets, for 2,702 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Teamsters Employers Local 945 Pension Fund no longer reports Grosvenor Inst. Partners L.P. (last held $5M at 2023-12-31; absent from the 2024-12-31 filing).
1 more adviser, 2 more commitments and 2 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- Grosvenor Inst. Partners L.P.2 commitments
- RBC Gam International Fund2 commitments
- Grosvenor Inst. Partners L.P.1 commitment
- GCM Grosvenor L.P.2 commitments
- RBC Global Asset Management Inc.2 commitments
- Grosvenor1 commitment
Relationship network
32 connected entities5 observed commitments4 repeat counterpartiescommitments 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 0.9%
- Non-interest-bearing cash 1.5%
- Corporate debt instruments (other) 12.9%
- U.S. Government securities 7.4%
- Other investments 17.0%
- Partnership/joint venture interests 7.6%
- 103-12 investment entities 3.0%
- Registered investment companies 47.1%
Consultants and advisers
- Investment Performance Services General consultantthrough Dec 31, 2022 Form 5500
- O'Sullivan & Associates Actuarythrough Dec 31, 2022 Form 5500
- US Bank 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
- GCM Grosvenor L.P.2 rows, latest Dec 31, 2024
- RBC Global Asset Management Inc.2 rows, latest Dec 31, 2023
- Grosvenor1 row, latest Dec 31, 2023
- RBC Global Asset Management Inc.plan years 2022, 2024
- Grosvenorplan years
- Wedge Capitalplan years 2022
+6 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 endedinferenceTeamsters Employers Local 945 Pension Fund no longer reports Grosvenor Inst. Partners L.P. (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)with Grosvenor Inst. Partners L.P.askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceTeamsters Employers Local 945 Pension Fund no longer reports RBC Gam International Fund (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with RBC Gam International Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedIntercontinetal Real Estate Corp. appears on Teamsters Employers Local 945 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with International Real Estate Corporatiaskebsa.dol.gov
- Jan 1, 2024Funded status changedTeamsters Employers Local 945 Pension Fund funded ratio 66.2% -> 68.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedTeamsters Employers Local 945 Pension Fund first reports an interest in Grosvenor Inst. Partners L.P.: $5M at 2023-12-31with Grosvenor Inst. Partners L.P.askebsa.dol.gov
+2 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 | Grosvenor Inst. Partners L.P.103 12 ie | GCM Grosvenor L.P. | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | RBC Gam International Fund103 12 ie | RBC Global Asset Management Inc. | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Grosvenor Inst. Partners L.P.103 12 ie | Grosvenor | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov |
+2 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 | 2,702 | Not disclosed | Not disclosed | n/a | $100M | $7.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,726 | Not disclosed | Not disclosed | n/a | $95.5M | $22.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,757 | Not disclosed | Not disclosed | n/a | $91.4M | $26.1M | Not disclosed | Not disclosed |
- Westfield Capital Management codes 28 51 $88,745 PY2024
- Loomis Sayles & Company, LP codes 28 51 $83,235 PY2024
- Intercontinetal Real Estate Corp. codes 28 51 $69,296 PY2024
+58 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Teamsters Employers Local 945 Pension Fund 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.
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.
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
+4 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
+16 connections on the graph
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