United Food and Commercial Workers Unions and Employers Pension Plan
Taft-Hartley plan, based in Greendale, Wisconsin, reporting $481M in assets, for 14,962 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Nov 2024, United Food and Commercial Workers Unions and Employers Pension Plan funded ratio 90.8% -> 93.1% (2023-11-01 to 2024-11-01).
1 more adviser, 5 more managers and 27 more commitments
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- ASB Labor Equity Index Fund3 commitments
- Harding Loevner Int. Eq. Coll. Inv.3 commitments
- NIS High Yield Fund, LLC3 commitments
- National Investment Services9 commitments
- Chevy Chase Trust Company3 commitments
- Northern Trust Investments, Incorporated3 commitments
Relationship network
53 connected entities30 observed commitments18 repeat counterparties18 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
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 1.5%
- Non-interest-bearing cash 0.9%
- Other investments 4.7%
- Partnership/joint venture interests 4.0%
- Common/collective trusts 49.7%
- Common stock 15.2%
- Real estate (other than employer real property) 18.0%
- Foster & Foster Actuarythrough Oct 31, 2025 Form 5500
- US Bank Custodianthrough Oct 31, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Oct 31, 2023 Form 5500
+1 more consultant or adviser 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.
- National Investment Services9 rows, latest Oct 31, 2025
- Chevy Chase Trust Company3 rows, latest Oct 31, 2025
- Northern Trust Investments, Incorporated3 rows, latest Oct 31, 2025
+5 more managers 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.
- Northern Trust Investments, Incorporatedplan years
- National Investment Servicesplan years
- Wellington Trust Company, Naplan years
+16 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.
- Nov 1, 2024Funded status changedUnited Food and Commercial Workers Unions and Employers Pension Plan funded ratio 90.8% -> 93.1% (2023-11-01 to 2024-11-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $43.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Harding Loevner Int. Eq. Coll. Inv.collective trust | Northern Trust Investments, Incorporated | Pooled vehicles | $57.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | NIS High Yield Fund, LLCcollective trust | National Investment Services | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov |
+27 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 14,962 | Not disclosed | Not disclosed | n/a | $481M | $19.3M | Not disclosed | $86.6M |
| 2023 to Oct 31, 2024 | 15,227 | Not disclosed | Not disclosed | n/a | $475M | $22.9M | Not disclosed | $90.0M |
| 2022 to Oct 31, 2023 | 15,420 | Not disclosed | Not disclosed | n/a | $450M | $25.5M | Not disclosed | $102M |
- Zenith American Solutions codes 14 50 $532,188 PY2024
- U.S. Real Estate Investment Fund codes 51 $294,608 PY2024
- U.S. Bank National Association codes 18 21 50 51 52 $239,611 PY2024
+98 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
United Food and Commercial Workers Unions and Employers Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Funded status changed2024-11-01source on record
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
+24 connections on the graph
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