Ufcw Local 1262 & Employers Pension Fund
Taft-Hartley plan, based in Clifton, New Jersey, reporting $1.0B in assets, for 26,006 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, ASB Capital Management, LLC no longer appears on Ufcw Local 1262 & Employers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser and 6 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Hardman Johnston Int'l Equity Group3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- SBH Collective Investment Trust3 commitments
- Johnston Asset Management3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
62 connected entities9 observed commitments5 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 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
- 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
+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
- Johnston Asset Management3 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
- Johnston Asset Managementplan years
- Wedge Capitalplan years 2022
- ASB Capital Management LLCplan years 2022
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- 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)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston Asset Management | Public equity | $65.7M held | Disclosed holding | askebsa.dol.gov | |
| 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 |
+6 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 | 26,006 | Not disclosed | Not disclosed | n/a | $1.0B | $329M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 26,281 | Not disclosed | Not disclosed | n/a | $971M | $327M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 26,512 | Not disclosed | Not disclosed | n/a | $960M | $383M | Not disclosed | Not disclosed |
- 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
+142 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Ufcw Local 1262 & Employers Pension Fund sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Manager relationship ended2024-12-31source 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
+16 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.