Painters and Allied Trades District Council No. 35 Pension Fund
Taft-Hartley plan, based in Roslindale, Massachusetts, reporting $806M in assets, for 4,748 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Summit Strategies, LLC appears on Painters and Allied Trades District Council No. 35 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
2 more advisers, 10 more managers, 44 more commitments and 10 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- GQG Partners Emerging Markets Equit3 commitments
- Separate Account J3 commitments
- Ssga US Tips Index Nl Fund3 commitments
- State Street Global Advisors Trust Company12 commitments
- State Street Global Advisors Trust6 commitments
- Reliance Trust Company3 commitments
Relationship network
81 connected entities47 observed commitments27 repeat counterparties35 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 2.4%
- Corporate debt instruments (other) 7.3%
- U.S. Government securities 2.5%
- Other investments 18.4%
- Partnership/joint venture interests 23.4%
- 103-12 investment entities 9.1%
- Common/collective trusts 24.4%
- Pooled separate accounts 1.1%
- Registered investment companies 4.0%
- Common stock 6.9%
Consultants and advisers
- Summit Strategies, LLC General consultantthrough Jun 30, 2025 Form 5500
- Meketa Investment Group Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- Midwest Trust Company Custodianthrough Jun 30, 2024 Form 5500
+2 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
- State Street Global Advisors Trust Company12 rows, latest Jun 30, 2025
- State Street Global Advisors Trust6 rows, latest Jun 30, 2025
- Reliance Trust Company3 rows, latest Jun 30, 2025
+10 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Aristotle Pacific Capital, LLCplan years
- Metlifeplan years
- Aristotleplan years
+25 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, 2024Consultant changedinferenceSummit Strategies, LLC appears on Painters and Allied Trades District Council No. 35 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Summit Strategies, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNeuberger Berman no longer appears on Painters and Allied Trades District Council No. 35 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Neuberger Bermanaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceDuff & Phelps Investment Mgmt no longer appears on Painters and Allied Trades District Council No. 35 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Duff & Phelps Investment Mgmt Co.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedNB Alternatives Advisers LLC appears on Painters and Allied Trades District Council No. 35 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with NB Alternative Advisers, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceASB Investment Management LLC no longer appears on Painters and Allied Trades District Council No. 35 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with ABS Investment Managementaskebsa.dol.gov
+10 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 | GQG Partners Emerging Markets Equitcollective trust | Reliance Trust Company | Public equity | $21.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Pacific Asset Management Bank Loan103 12 ie | Aristotle Pacific Capital, LLC | Private credit | $22.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov |
+44 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 Jun 30, 2025 | 4,748 | Not disclosed | Not disclosed | n/a | $806M | $189M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 4,656 | Not disclosed | Not disclosed | n/a | $761M | $201M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 4,790 | Not disclosed | Not disclosed | n/a | $700M | $192M | Not disclosed | Not disclosed |
- PDC Administrative Fund codes 13 50 $1.1M PY2024
- Ullico Investment Advisors Inc codes 28 51 $574,062 PY2024
- The Segal Company codes 11 50 $194,211 PY2024
+135 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
Painters and Allied Trades District Council No. 35 Pension Fund sits on 11 traced paths of capital across the graphs.
DFX traced 11 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
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+12 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
+36 connections on the graph
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