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
Ufcw Local 1262 & Employers Pension Fund
Taft-Hartley planClifton, NJ
Assets
$1.0B
Total assets, Dec 31, 2024 reported
Funded
89.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Trustees Ufcw Local 1262 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Corporate debt instruments (other) 3.4%
- U.S. Government securities 5.7%
- Other investments 4.3%
- Partnership/joint venture interests 32.9%
- 103-12 investment entities 6.6%
- Common/collective trusts 11.3%
- Common stock 33.3%
Consultants and advisers
4 firms
- Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- Chevy Chase Trust Trusteethrough Dec 31, 2024 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 Form 5500
- US Bank Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
- Johnston International Equity3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Fred Alger Management, Inc.plan years 2022
- Wedge Capitalplan years 2022
- ASB Capital Management LLCplan years 2022
- American Realty Advisorsplan years 2022
- Hardman Johnston Global Advisorsplan years 2022
- Chevy Chase Trustplan years 2022
- Virtus Partners Incplan years 2022
- Segall Bryant & Hamill LLCplan years 2022
- Great Lakes Advisorsplan years 2022
- International Real Estate Corporatiplan years 2022
Commitments
9 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 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $24.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SBH Collective Investment Trustcollective trust | SEI Trust Company | Pooled vehicles | $88.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston International Equity | Public equity | $65.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $29.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston International Equity | Public equity | $58.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SBH Collective Investment Trustcollective trust | SEI Trust Company | Pooled vehicles | $82.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $39.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston International Equity | Public equity | $54.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SBH Collective Investment Trustcollective trust | SEI Trust Company | Pooled vehicles | $60.0M 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 | 26,006 | n/a | n/a | n/a | $1.0B | $329M | n/a | n/a |
| 2023 to Dec 31, 2023 | 26,281 | n/a | n/a | n/a | $971M | $327M | n/a | n/a |
| 2022 to Dec 31, 2022 | 26,512 | n/a | n/a | n/a | $960M | $383M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Hardman Johnston Global Advisors codes 28 51 $871,080 PY2024
- Intercontinental Real Estate Corp codes 28 51 $576,434 PY2024
- Great Lakes Advisors codes 28 51 $521,864 PY2024
- Fred Alger Management , Inc. codes 28 51 $440,775 PY2024
- Wedge Capital Management LLP codes 28 51 68 $333,940 PY2024
- Cheiron, Inc. codes 11 50 $298,405 PY2024
- Chevy Chase Trust Company codes 20 21 28 51 $229,525 PY2024
- Morgan, Lewis & Bockius, LLP codes 29 50 $205,409 PY2024
- Investment Performance Services, Ll codes 27 50 $200,000 PY2024
- American Realty Advisors codes 28 51 $197,147 PY2024
- Robert Geremino codes 30 50 $176,956 PY2024
- ANN Marie Schoenig codes 30 50 $168,271 PY2024
- Ronald F Uricks codes 30 50 $147,846 PY2024
- Ufcw Local 1262 codes 14 50 $145,925 PY2024
- Tina Marie Gomez codes 30 50 $119,161 PY2024
- Ashley Palencia codes 30 50 $117,609 PY2024
- Michael Murray codes 30 50 $114,699 PY2024
- Dineen Rodriguez codes 30 50 $114,098 PY2024
- Sonya Ivette Rivera codes 30 50 $112,242 PY2024
- Adrienne Roake codes 30 50 $104,739 PY2024
- Frank M Vaccaro & Associates, Inc. codes 14 50 $103,748 PY2024
- Patricia Presto codes 30 50 $95,079 PY2024
- Jessica Steinfeld codes 30 50 $91,115 PY2024
- Segall,bryant & Hamill LLC codes 28 51 $89,401 PY2024
- Wendy Weiss codes 30 50 $86,733 PY2024
- Seix Investment Advisors, LLC codes 28 51 $85,888 PY2024
- Judine Hedge codes 30 50 $84,526 PY2024
- Jeanette Pichardo codes 30 50 $79,545 PY2024
- Kathleen Delgado codes 30 50 $78,594 PY2024
- Sarah Marshall codes 30 50 $74,758 PY2024
- Lorraine Lopiccolo codes 30 50 $69,134 PY2024
- US Bank codes 15 19 50 $68,109 PY2024
- NIA Beauvais codes 30 50 $64,639 PY2024
- Kaitlin Rodriguez codes 30 50 $60,793 PY2024
- Novak Francella, LLC codes 10 50 $55,000 PY2024
- Heather a Henderson codes 30 50 $52,575 PY2024
- Julia L. Farkas codes 30 50 $49,947 PY2024
- Meranze, Katz & Gaudioso codes 29 50 $46,651 PY2024
- Kelvin Jones codes 30 50 $44,270 PY2024
- ASB Allegiance Re Funds Sched. D C $24.6M PY2024
- SBH Collective Investment Trust Sched. D C $88.4M PY2024
- Hardman Johnston Int'l Equity Group Sched. D E $65.7M PY2024
- Cheiron, Inc. codes 11 PY2024
- Hardman Johnston Global Advisors codes 28 51 $826,584 PY2023
- Intercontinental Real Estate Corp codes 28 51 $576,724 PY2023
- Great Lakes Advisors codes 28 51 $510,879 PY2023
- Fred Alger Management , Inc. codes 28 51 $345,211 PY2023
- Wedge Capital Management LLP codes 28 51 68 $280,462 PY2023
- Cheiron, Inc. codes 11 50 $277,816 PY2023
- American Realty Advisors codes 28 51 $232,205 PY2023
- US Bank codes 15 19 50 $197,024 PY2023
- Investment Performance Services, Ll codes 27 50 $175,000 PY2023
- Robert Geremino codes 30 50 $171,716 PY2023
- Morgan, Lewis & Bockius, LLP codes 29 50 $170,260 PY2023
- Ufcw Local 1262 codes 14 50 $160,067 PY2023
- ANN Marie Schoenig codes 30 50 $158,901 PY2023
- Chevy Chase Trust Company codes 28 51 $142,823 PY2023
- ASB Capital Management, LLC codes 28 51 $142,823 PY2023
- Ronald F Uricks codes 30 50 $141,643 PY2023
- Tina Marie Gomez codes 30 50 $116,166 PY2023
- Lisa Aliberti codes 30 50 $115,543 PY2023
- Dineen Rodriguez codes 30 50 $111,447 PY2023
- Ashley Palencia codes 30 50 $109,617 PY2023
- Sonya Ivette Rivera codes 30 50 $109,525 PY2023
- Adrienne Roake codes 30 50 $107,060 PY2023
- Frank M Vaccaro & Associates, Inc. codes 14 50 $99,758 PY2023
- Patricia Presto codes 30 50 $92,824 PY2023
- Wendy Weiss codes 30 50 $84,977 PY2023
- Seix Investment Advisors, LLC codes 28 51 $84,428 PY2023
- Judine Hedge codes 30 50 $82,678 PY2023
- Kathleen Delgado codes 30 50 $80,841 PY2023
- Jessica Steinfeld codes 30 50 $80,259 PY2023
- Michael Murray codes 30 50 $79,458 PY2023
- Jeanette Pichardo codes 30 50 $78,061 PY2023
- Segall,bryant & Hamill LLC codes 28 51 $76,848 PY2023
- Lorraine Lopiccolo codes 30 50 $74,900 PY2023
- Sarah Marshall codes 30 50 $72,053 PY2023
- Kelvin Jones codes 30 50 $64,710 PY2023
- NIA Beauvais codes 30 50 $61,047 PY2023
- Paul Tagliareni codes 30 50 $58,257 PY2023
What changed
2 events
- Dec 31, 2024Manager relationship endedinferenceASB Capital Management, LLC no longer appears on Ufcw Local 1262 & Employers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with ASB Capital Management LLCaskebsa.dol.gov
- Jan 1, 2023Assets changedUfcw Local 1262 & Employers Pension Fund plan assets $1.1B -> $959M (-14.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226074414-001
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.