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
Tile Layers Union Local No. 52 NY Pension Fund
Taft-Hartley planNEW York, NY
Assets
$165M
Total assets, Dec 31, 2024 reported
Funded
122.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Board of Trustees Tile Layers Union Local No. 52 NY Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.3%
- Insurance company general account 2.8%
- Partnership/joint venture interests 19.4%
- Common/collective trusts 45.7%
- Registered investment companies 17.0%
- Common stock 7.4%
- Real estate (other than employer real property) 7.0%
Consultants and advisers
9 firms
- Willmington Trust Investment adviser (plan)through Dec 31, 2022 Form 5500
- Reynolds Securities Ltd. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Ullico Investment Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Boyd Watterson Gsa Fund, LP Custodianthrough Dec 31, 2022 Form 5500
- Board of Trustees Tile Layers Union Local No. 52 NY Pension Fund Actuarythrough Dec 31, 2022 Form 5500
- BNY Mellon Trusteethrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
- Crescent Capital Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Amalgamated Bank of New York3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Cadence Capitalplan years 2023
- Colombia Management Investmentplan years 2023
- U.S. Real Estate Investment Fund Llplan years 2022
- Cresent Capitalplan years 2022
- Prudential Retirement & Annuity Insplan years 2022
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | PE International Core Equity Fundcollective trust | BNY Mellon | Public equity | $8.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $75.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | PE International Core Equity Fundcollective trust | BNY Mellon | Public equity | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $70.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | PE International Core Equity Fundcollective trust | BNY Mellon | Public equity | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $60.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Dec 31, 2024 | 1,821 | n/a | n/a | n/a | $165M | $32.1M | n/a | $11.5M |
| 2023 to Dec 31, 2023 | 1,824 | n/a | n/a | n/a | $150M | $31.1M | n/a | $12.3M |
| 2022 to Dec 31, 2022 | 2,003 | n/a | n/a | n/a | $135M | $26.0M | n/a | $14.6M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Crescent Capital codes 19 51 $805,465 PY2024
- Ullico Investment Advisors, Inc. codes 27 $216,408 PY2024
- Daniel H. Cook Associates, Inc. codes 14 $172,739 PY2024
- Boyd Watterson Gsa Fund, LP codes 19 $151,771 PY2024
- Ogletree Deakins codes 29 $93,698 PY2024
- U.S. Real Estate Investment Fund Ll codes 51 $88,147 PY2024
- Bank of NY Mellon codes 21 $78,099 PY2024
- O'Connor Davies LLP codes 10 $77,200 PY2024
- The Segal Group Inc. codes 11 17 53 $76,888 PY2024
- Colombia Management Investment codes 51 $75,351 PY2024
- Virgina & Ambinder codes 29 $40,674 PY2024
- Cadence Capital codes 51 $36,596 PY2024
- Reynolds Securities Ltd. codes 27 $35,384 PY2024
- Amalgamated Bank of NY codes 19 $17,649 PY2024
- Willmington Trust codes 27 $15,000 PY2024
- Littler Mendelson codes 29 50 $7,500 PY2024
- Prudential Insurance codes 51 $7,388 PY2024
- Horowitz Law Group, PLLC codes 29 $5,000 PY2024
- Longview Largecap 500 Index Fund Sched. D C $75.5M PY2024
- PE International Core Equity Fund Sched. D C $8.5M PY2024
- The Segal Company codes 11 PY2024
- Crescent Capital codes 19 51 $660,533 PY2023
- Ullico Investment Advisors, Inc. codes 27 $186,853 PY2023
- Daniel H. Cook Associates, Inc. codes 14 $172,444 PY2023
- Colombia Management Investment codes 51 $122,092 PY2023
- Boyd Watterson Gsa Fund, LP codes 19 $110,393 PY2023
- O'Connor Davies LLP codes 10 $94,500 PY2023
- U.S. Real Estate Investment Fund Ll codes 51 $86,007 PY2023
- Bank of NY Mellon codes 21 $68,567 PY2023
- Prudential Insurance Co codes 51 $57,141 PY2023
- The Segal Group Inc. codes 11 17 53 $49,375 PY2023
- Cadence Capital codes 51 $39,023 PY2023
- Virgina & Ambinder codes 29 $38,421 PY2023
- Reynolds Securities Ltd. codes 27 $32,970 PY2023
- Amalgamated Bank of NY codes 19 $16,483 PY2023
- Willmington Trust codes 27 $15,000 PY2023
- Littler Mendelson codes 29 50 $15,000 PY2023
- PE International Core Equity Fund Sched. D C $8.3M PY2023
- Longview Largecap 500 Index Fund Sched. D C $70.4M PY2023
- The Segal Company codes 11 PY2023
- Crescent Capital codes 19 51 $507,018 PY2022
- Daniel H. Cook Associates, Inc. codes 14 $185,507 PY2022
- Ullico Investment Advisors, Inc. codes 27 $157,148 PY2022
- O'Connor Davies LLP codes 10 $124,700 PY2022
- Boyd Watterson Gsa Fund, LP codes 19 $110,848 PY2022
- U.S. Real Estate Investment Fund Ll codes 51 $105,815 PY2022
- The Segal Group Inc. codes 11 17 53 $73,000 PY2022
- Bank of NY Mellon codes 21 $64,011 PY2022
- Willmington Trust codes 27 $51,043 PY2022
- Virgina & Ambinder codes 29 $47,223 PY2022
- Cresent Capital codes 51 $40,269 PY2022
- Reynolds Securities Ltd. codes 27 $30,470 PY2022
- Amalgamated Bank of NY codes 19 $16,454 PY2022
- Littler Mendelson codes 29 50 $15,000 PY2022
- Prudential Insurance Co codes 51 $14,972 PY2022
- PE International Core Equity Fund Sched. D C $7.0M PY2022
- Longview Largecap 500 Index Fund Sched. D C $60.3M PY2022
- The Segal Company codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedTile Layers Union Local No. 52 NY Pension Fund funded ratio 119.8% -> 122.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedTile Layers Union Local No. 52 NY Pension Fund plan assets $134M -> $150M (+11.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedTile Layers Union Local No. 52 NY Pension Fund total assets $135M -> $150M (+11.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedTile Layers Union Local No. 52 NY Pension Fund plan assets $152M -> $134M (-11.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135635004-001
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.