Asbestos Workers Local 42 Pension Fund
Taft-Hartley plan, based in Southeastern, Pennsylvania, reporting $38.7M in assets, for 309 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Hardman Johnston Global Advisors no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
3 more commitments and 4 more dated events
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- Multi-Employer Property Trust3 commitments
- Hardman Johnston Int'l Equity Group3 commitments
- NEW Tower Trust Company3 commitments
- Hardman Johnston Global Advisors3 commitments
Relationship network
26 connected entities6 observed commitments4 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 0.9%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 4.1%
- U.S. Government securities 5.1%
- Partnership/joint venture interests 28.2%
- 103-12 investment entities 8.1%
- Common/collective trusts 3.4%
- Registered investment companies 16.2%
- Common stock 22.8%
- Real estate (other than employer real property) 8.9%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- The Mckeogh Company Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisors3 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisorsplan years
- Hardman Johnstonplan years
- Amalgamated Bankplan years 2022
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship endedinferenceHardman Johnston Global Advisors no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Johnston International Equityaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMellon Investments Corp. no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Mellon Bank,n.a.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceAristotle Capital Management, LLC no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Aristotle Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBoyd Watterson Gsa Fund, LP no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Boyd Watterson Gsa Fund, LPaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceGrosvenor Capital Management LP no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with GCM Grosvenor L.P.askebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $2.8M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 309 | Not disclosed | Not disclosed | n/a | $38.7M | $10.9M | Not disclosed | $3.5M |
| 2023 to Dec 31, 2023 | 308 | Not disclosed | Not disclosed | n/a | $36.7M | $6.9M | Not disclosed | $3.7M |
| 2022 to Dec 31, 2022 | 320 | Not disclosed | Not disclosed | n/a | $36.0M | $7.4M | Not disclosed | $4.6M |
- Zenith American Solutions Inc codes 13 50 $62,959 PY2024
- Investment Performance Services codes 27 50 $50,000 PY2024
- Wedge Capital Management LLP codes 28 51 $30,794 PY2024
+44 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Asbestos Workers Local 42 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.
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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
- Manager relationship ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+6 more changes on this record's ledger
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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
+15 connections on the graph
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