Pointers, Cleaners, & Caulkers Pension Fund
Taft-Hartley plan, based in Rego Park, New York, reporting $412M in assets, for 1,697 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Pointers, Cleaners, & Caulkers Pension Fund total assets $370M -> $412M (+11.2%, 2024-06-30 to 2025-06-30).
3 more advisers, 1 more manager, 13 more commitments and 5 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.
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- Invesco Core Plus Fixed Income Trus3 commitments
- Invesco Balanced-Risk Allocation Tr3 commitments
- Multi-Employer Property Trust3 commitments
- Invesco Trust Company6 commitments
- NEW Tower Trust Company3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
58 connected entities16 observed commitments9 repeat counterparties14 dated commitments shown here, 2023 to 2025
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 1.1%
- Common/collective trusts 39.6%
- Registered investment companies 5.2%
- Common stock 50.0%
- Real estate (other than employer real property) 1.0%
Consultants and advisers
- Homeyer Consulting Services, Inc. General consultantthrough Jun 30, 2023 Form 5500
- Quan Vest Consultants Investment adviser (plan)through Jun 30, 2023 Form 5500
- ASB Capital Management LLC Trusteethrough Jun 30, 2025 Form 5500
+3 more consultants and advisers 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
- Invesco Trust Company6 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
+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.
- Invesco Trust Companyplan years 2023
- Intech Investment Managementplan years
- Seiplan years 2023
+3 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
- Jun 30, 2025Assets changedPointers, Cleaners, & Caulkers Pension Fund total assets $370M -> $412M (+11.2%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Consultant changedinferenceThe Segal Company appears on Pointers, Cleaners, & Caulkers Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSEI Trust Company Intech Enh Plus no longer appears on Pointers, Cleaners, & Caulkers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Seiaskebsa.dol.gov
- Jul 1, 2024Funded status changedPointers, Cleaners, & Caulkers Pension Fund funded ratio 108.6% -> 112.9% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedPointers, Cleaners, & Caulkers Pension Fund plan assets $313M -> $360M (+15.0%, 2023-07-01 to 2024-07-01)
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Invesco Core Plus Fixed Income Truscollective trust | Invesco Trust Company | Fixed income | $59.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Invesco Balanced-Risk Allocation Trcollective trust | Invesco Trust Company | Multi-asset | $17.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $11.7M held | Disclosed holding | askebsa.dol.gov |
+13 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 Jun 30, 2025 | 1,697 | Not disclosed | Not disclosed | n/a | $412M | Not disclosed | Not disclosed | $4.2M |
| 2023 to Jun 30, 2024 | 2,605 | Not disclosed | Not disclosed | n/a | $370M | Not disclosed | Not disclosed | $4.2M |
| 2022 to Jun 30, 2023 | 2,561 | Not disclosed | Not disclosed | n/a | $321M | Not disclosed | Not disclosed | $4.2M |
- Atalanta Sosnoff codes 28 $317,599 PY2024
- Holm & Ohara codes 29 $266,606 PY2024
- Kobgo Associates, Inc. codes 10 $178,600 PY2024
+112 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
Pointers, Cleaners, & Caulkers Pension Fund sits on 8 traced paths of capital across the graphs.
DFX traced 8 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.
Checking your plan…
Record history
- Total assets changed2025-06-30source on record
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+7 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+14 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.