Local 153 Pension Fund
Taft-Hartley plan, based in NEW York, New York, reporting $130M in assets, for 11,851 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Local 153 Pension Fund funded ratio 31.8% -> 29.1% (2023-01-01 to 2024-01-01).
1 more adviser, 1 more manager and 12 more commitments
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- Longview Largecap 500 Index Fund3 commitments
- Longview Core Bond Fund3 commitments
- Daily Msci Eafe Index Nl Fund3 commitments
- Amalgamated Bank of New York6 commitments
- State Street Global Advisors Trust Company3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
29 connected entities15 observed commitments10 repeat counterparties13 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 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
- Quan Vest Consultants Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank Custodianthrough Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Amalgamated Bank of New York6 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Newtown Investment Corporationplan years 2024
- Newtower Trust Companyplan years 2022
- Newton Investment Managementplan years 2022
What changed
- Jan 1, 2024Funded status changedLocal 153 Pension Fund funded ratio 31.8% -> 29.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedLocal 153 Pension Fund funded ratio 34.9% -> 31.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLocal 153 Pension Fund plan assets $174M -> $129M (-25.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $55.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $25.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Daily Msci Eafe Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov |
+12 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 11,851 | Not disclosed | Not disclosed | n/a | $130M | $4.6M | Not disclosed | $5.8M |
| 2023 to Dec 31, 2023 | 10,052 | Not disclosed | Not disclosed | n/a | $139M | $5.2M | Not disclosed | $6.6M |
| 2022 to Dec 31, 2022 | 10,431 | Not disclosed | Not disclosed | n/a | $150M | $10.5M | Not disclosed | $8.3M |
- 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
+49 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Local 153 Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 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.
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Record history
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
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