Ufcw Consolidated Pension Fund
Taft-Hartley plan, based in Atlanta, Georgia, reporting $5.6B in assets, for 365,494 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Nisa Investment Advisors, LLC appears on Ufcw Consolidated Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
6 more advisers, 3 more managers, 17 more commitments and 6 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- Aberdeen Emerging Markets Equity Fd3 commitments
- Jpmcb Strategic Property Fund3 commitments
- William Blair Emerging Markets Grow3 commitments
- William Blair Investment Management6 commitments
- Aberdeen3 commitments
- J.P. Morgan Chase3 commitments
Relationship network
66 connected entities20 observed commitments14 repeat counterparties12 dated commitments shown here, 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
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
- Interest-bearing cash 1.8%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 0.8%
- U.S. Government securities 2.6%
- Partnership/joint venture interests 63.4%
- 103-12 investment entities 11.5%
- Common/collective trusts 4.5%
- Registered investment companies 1.8%
- Common stock 8.7%
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Center Square Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Albourne America LLC General consultantthrough Dec 31, 2022 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- William Blair Investment Management6 rows, latest Dec 31, 2024
- Aberdeen3 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Boston Trust Walden Companyplan years
- Voriana Feeder Scspplan years 2024
- ISQ Global Infrastructure Fund IIIplan years 2024
+29 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.
- Dec 31, 2024Manager relationship startedNisa Investment Advisors, LLC appears on Ufcw Consolidated Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedUfcw Consolidated Pension Fund first reports an interest in Boston Trust Walden Small Cap Cit: $46M at 2023-12-31with Boston Trust Walden Small Cap Citaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedKepos Carbon Transition Fund Ltd appears on Ufcw Consolidated Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Kepos Carbon Transition Fund Ltdaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceSegal Consulting no longer appears on Ufcw Consolidated Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceArcmont Asset Management no longer appears on Ufcw Consolidated Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Arcmont Asset Managementaskebsa.dol.gov
+6 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Boston Trust Walden Small Cap Citcollective trust | Boston Trust Walden Company | Public equity | $51.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Aberdeen Emerging Markets Equity Fd103 12 ie | Aberdeen | Public equity | $98.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $64.6M held | Disclosed holding | askebsa.dol.gov |
+17 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 365,494 | Not disclosed | Not disclosed | n/a | $5.6B | $3.6B | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 368,281 | Not disclosed | Not disclosed | n/a | $5.5B | $3.3B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 355,109 | Not disclosed | Not disclosed | n/a | $5.4B | $3.3B | Not disclosed | Not disclosed |
- Kepos Alpha Master Fund LP codes 28 51 $5.3M PY2024
- Ufcw Benefits Administration LLC codes 13 $4.7M PY2024
- Walter Scott & Partners Limited codes 28 51 $1.7M PY2024
+131 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Ufcw Consolidated Pension Fund sits on 30 traced paths of capital across the graphs.
DFX traced 30 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 started2024-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
- Manager relationship started2023-12-31source on record
+8 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
+42 connections on the graph
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