DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Local 837 Pension Plan
Taft-Hartley planPhiladelphia, PA
Assets
$20.5M
Total assets, Dec 31, 2024 reported
Funded
54.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Local 837 Pension Plan Board of Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.1%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 14.1%
- U.S. Government securities 7.8%
- Registered investment companies 5.6%
- Common stock 55.3%
- Real estate (other than employer real property) 11.0%
Consultants and advisers
6 firms
- Sentinel Real Estate Corporation Investment adviser (plan)through Dec 31, 2024 Form 5500
- Atalanta Sosnoff Capital Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Philadelphia Trust Co. Investment adviser (plan)through Dec 31, 2022 Form 5500
- OLD Glory Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 Form 5500
- TD Wealth Management Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Morgan Stanley Smith Barney, LLCplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$154,527 (2023-12) · $178,061 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,336 | n/a | n/a | n/a | $20.5M | n/a | n/a | $2.3M |
| 2023 to Dec 31, 2023 | 1,387 | n/a | n/a | n/a | $20.9M | n/a | n/a | $2.3M |
| 2022 to Dec 31, 2022 | 1,439 | n/a | n/a | n/a | $20.4M | n/a | n/a | $2.6M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- OLD Glory Asset Management codes 27 51 $62,822 PY2024
- John Dulczak codes 30 50 $52,854 PY2024
- Cheiron, Inc. codes 11 50 $50,132 PY2024
- Morgan Stanley Smith Barney codes 28 51 $40,000 PY2024
- TD Wealth Management codes 19 21 50 62 63 64 72 99 $25,510 PY2024
- Sentinel Real Estate Corporation codes 27 51 $22,355 PY2024
- Beacon Administrators & Consultants codes 13 50 $17,390 PY2024
- Atalanta Sosnoff Capital codes 27 51 $17,240 PY2024
- The Philadelphia Trust Co. codes 27 51 $17,022 PY2024
- Fischer Dorwart, P.C. codes 10 50 $15,005 PY2024
- Cheiron, Inc. codes 11 PY2024
- Cheiron, Inc. codes 11 50 $93,720 PY2023
- Old Glory Asset Management codes 27 51 $65,110 PY2023
- John Dulczak codes 30 50 $48,868 PY2023
- TD Wealth Management codes 19 21 50 62 63 64 72 99 $48,709 PY2023
- Morgan Stanley Smith Barney codes 28 51 $40,000 PY2023
- Beacon Administrators & Consultants codes 13 50 $30,660 PY2023
- Fischer Dorwart, P.C. codes 10 50 $18,868 PY2023
- The Philadelphia Trust Co. codes 27 51 $14,823 PY2023
- Atalanta Sosnoff Capital codes 27 51 $10,191 PY2023
- Cheiron, Inc. codes 11 PY2023
- Old Glory Asset Management codes 27 51 $69,848 PY2022
- Cheiron, Inc. codes 11 50 $65,710 PY2022
- John Dulczak codes 30 50 $48,868 PY2022
- Morgan Stanley Smith Barney codes 28 51 $40,000 PY2022
- TD Wealth Management codes 19 21 50 62 63 64 72 99 $33,846 PY2022
- Atalanta Sosnoff Capital codes 27 51 $17,797 PY2022
- The Philadelphia Trust Co. codes 27 51 $16,571 PY2022
- Fischer Dorwart, P.C. codes 10 50 $14,500 PY2022
- Cheiron, Inc. codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceSentinel Real Estate Corporation appears on Local 837 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Sentinel Real Estate Corporationaskebsa.dol.gov
- Jan 1, 2023Funded status changedLocal 837 Pension Plan funded ratio 56.7% -> 54.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLocal 837 Pension Plan plan assets $27M -> $20M (-24.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236527213-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.