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 365 Uaw Pension Fund
Taft-Hartley planEnglewood Cliffs, NJ
Assets
$211M
Total assets, Dec 31, 2024 reported
Funded
0.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Local 365 Uaw Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (preferred) 70.1%
- U.S. Government securities 3.6%
- Common/collective trusts 23.2%
- Registered investment companies 0.2%
Consultants and advisers
3 firms
- The Segal Group, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Sage Advisory Services Ltd. Co.plan years 2022
- Morgan Stanley Smith Barney, LLCplan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $48.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $39.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $19.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$237,509 (2023-12) · $115,456 (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 | 3,127 | n/a | n/a | n/a | $211M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,247 | n/a | n/a | n/a | $215M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,306 | n/a | n/a | n/a | $210M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sage Advisory Services codes 51 $175,688 PY2024
- Zenith American Solutions codes 13 $175,454 PY2024
- The Segal Company codes 11 $173,808 PY2024
- Amalgamated Bank of New York codes 19 $49,971 PY2024
- Cleary, Josem & Trigiani LLP codes 29 $38,850 PY2024
- Weaver and Tidwell, LLP codes 10 $33,075 PY2024
- Morgan Stanley codes 51 $26,250 PY2024
- BNY Mellon - Afl-Cio Sl Sif Sched. D C $48.9M PY2024
- Segal codes 11 PY2024
- Zenith American Solutions codes 13 $191,426 PY2023
- Sage Advisory Services codes 51 $156,638 PY2023
- The Segal Company codes 11 $100,615 PY2023
- Amalgamated Bank of New York codes 19 $53,017 PY2023
- Buchbinder Tunick & Company, LLC codes 10 $31,250 PY2023
- Cleary, Josem & Trigiani LLP codes 29 $30,017 PY2023
- Morgan Stanley codes 51 $26,250 PY2023
- BNY Mellon - Afl-Cio Sl Sif Sched. D C $39.1M PY2023
- Segal codes 11 PY2023
- Zenith American Solutions codes 13 $191,404 PY2022
- The Segal Company codes 11 $114,660 PY2022
- Sage Advisory Services codes 51 $85,806 PY2022
- Cleary, Josem & Trigiani LLP codes 29 $51,900 PY2022
- Buchbinder Tunick & Co., LLP codes 10 $30,605 PY2022
- Amalgamated Bank of New York codes 19 $15,289 PY2022
- Graystone Consulting codes 51 $14,361 PY2022
- BNY Mellon Afl-Cio Sl Sif Sched. D C $19.5M PY2022
- Segal codes 11 PY2022
What changed
2 events
- Jan 1, 2024Assets changedLocal 365 Uaw Pension Fund plan assets $379,938 -> $536,732 (+41.3%, 2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedLocal 365 Uaw Pension Fund plan assets $3M -> $379,938 (-88.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 116045281-001
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.