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

Local 153 Pension Fund

Taft-Hartley planNEW York, NY
Assets
$130M
Total assets, Dec 31, 2024 reported
Funded
29.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
1 managers on Schedule C
Plan sponsor: Joint Board of Trustees of Local 153 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 2.4%
  • Corporate debt instruments (other) 0.0%
  • Partnership/joint venture interests 3.5%
  • Common/collective trusts 73.4%
  • Registered investment companies 1.8%
  • Real estate (other than employer real property) 4.5%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$55.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$25.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Core Small Cap Blendcollective trustBNY MellonPublic equity$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Daily Msci Eafe Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$58.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$28.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Core Small Cap Blendcollective trustBNY MellonPublic equity$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Daily Msci Eafe Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$56.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$29.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Core Small Cap Blendcollective trustBNY MellonPublic equity$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Daily Msci Eafe Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$3.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$130M Dec 31, 2024 reported Form 5500
$139M (2023-12) · $150M (2022-12)
Plan assets
$120M Jan 1, 2024 reported Form 5500
$129M (2023-01) · $174M (2022-01)
Net assets
$129M Dec 31, 2024 reported Form 5500
$138M (2023-12) · $149M (2022-12)
Funded ratio
29.1% Jan 1, 2024 reported Form 5500
31.8% (2023-01) · 34.9% (2022-01)
Participants
11,851 Jan 1, 2024 reported Form 5500
10,052 (2023-01) · 10,431 (2022-01)
Contributions
$7.8M Dec 31, 2024 reported Form 5500
$7.4M (2023-12) · $7.3M (2022-12)
Benefits paid
$29.6M Dec 31, 2024 reported Form 5500
$30.0M (2023-12) · $30.7M (2022-12)
Net investment income
$-9.0M Dec 31, 2024 reported Form 5500
$-10.5M (2023-12) · $-46.1M (2022-12)
Investment management fees
$254,949 Dec 31, 2024 reported Form 5500
$276,952 (2023-12) · $522,672 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202411,851n/an/an/a$130M$4.6Mn/a$5.8M
2023 to Dec 31, 202310,052n/an/an/a$139M$5.2Mn/a$6.6M
2022 to Dec 31, 202210,431n/an/an/a$150M$10.5Mn/a$8.3M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The Segal Company codes 11 17 50 $252,805 PY2024
  • Marshall & Moss LLP codes 10 50 $238,733 PY2024
  • Amalgamated Bank codes 19 51 $108,385 PY2024
  • Quan-Vest Investment Advisors codes 27 51 $90,000 PY2024
  • Jasmin a Estevez codes 30 50 $81,376 PY2024
  • Fusco-Gallagher Porcaro Munroe LLP codes 29 50 $63,761 PY2024
  • NEW Tower Trust Company codes 28 51 $60,653 PY2024
  • Bernadette Smith codes 30 50 $52,386 PY2024
  • Newtown Investment Corporation codes 28 51 $50,574 PY2024
  • Calibre CPA Group PLLC codes 10 50 $32,000 PY2024
  • Eileen Dupont codes 30 50 $26,580 PY2024
  • Longview 500 Core Fund Sched. D C $25.1M PY2024
  • Milti-Employer Property Trust Sched. D C $6.7M PY2024
  • EB Core Small Cap Blend Sched. D C $5.4M PY2024
  • Daily Msci Eafe Index Non Lending Sched. D C $3.0M PY2024
  • Longview 500 Index Fund Sched. D C $55.1M PY2024
  • Segal codes 11 PY2024
  • Marshall & Moss LLP codes 10 50 $234,288 PY2023
  • The Segal Company codes 11 17 50 $156,661 PY2023
  • Amalgamated Bank codes 19 51 $112,308 PY2023
  • Quan-Vest Investment Advisors codes 27 51 $90,000 PY2023
  • Jasmin a Estevez codes 30 50 $84,227 PY2023
  • New Tower Trust Company codes 28 51 $66,997 PY2023
  • Fusco-Gallagher Porcaro Munroe LLP codes 29 50 $64,352 PY2023
  • Bernadette Smith codes 30 50 $60,402 PY2023
  • Newtown Investment Corporation codes 28 51 $43,327 PY2023
  • Calibre CPA Group PLLC codes 10 50 $32,000 PY2023
  • Eileen Dupont codes 30 50 $29,712 PY2023
  • Longview 500 Index Fund Sched. D C $58.4M PY2023
  • Longview 500 Core Fund Sched. D C $28.3M PY2023
  • Milti-Employer Property Trust Sched. D C $7.1M PY2023
  • EB Core Small Cap Blend Sched. D C $4.8M PY2023
  • Daily Msci Eafe Index Non Lending Sched. D C $2.9M PY2023
  • Segal codes 11 PY2023
  • Marshall & Moss LLP codes 10 50 $265,204 PY2022
  • Amalgamated Bank codes 19 51 $198,719 PY2022
  • Quan-Vest Investment Advisors codes 27 51 $90,000 PY2022
  • The Segal Company codes 11 17 50 $77,854 PY2022
  • New Tower Trust Company codes 28 51 $75,212 PY2022
  • Newtown Investment Corporation codes 28 51 $70,652 PY2022
  • Jasmin a Estevez codes $67,899 PY2022
  • Fusco-Gallagher Porcaro Munroe LLP codes 29 50 $63,461 PY2022
  • Bernadette Smith codes 30 50 $62,935 PY2022
  • Lina Then codes 30 50 $49,596 PY2022
  • Eileen Dupont codes 30 50 $36,551 PY2022
  • Calibre CPA Group PLLC codes 10 50 $32,000 PY2022
  • Longview 500 Index Fund Sched. D C $56.9M PY2022
  • Longview 500 Core Fund Sched. D C $29.7M PY2022
  • Milti-Employer Property Trust Sched. D C $8.4M PY2022
  • EB Core Small Cap Blend Sched. D C $5.5M PY2022
  • Daily Msci Eafe Index Non Lending Sched. D C $3.7M PY2022
  • Segal codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    Local 153 Pension Fund funded ratio 31.8% -> 29.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Local 153 Pension Fund funded ratio 34.9% -> 31.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Local 153 Pension Fund plan assets $174M -> $129M (-25.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132864289-001
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.