Bricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund
Taft-Hartley plan, based in Albany, New York, reporting $128M in assets, for 1,453 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Apr 2025, Bricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund no longer reports Master Income-Plus Group Trust (last held $20,426 at 2024-04-30; absent from the 2025-04-30 filing).
3 more advisers, 7 more commitments and 2 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- ASB Allegiance Real Estate Fund3 commitments
- Proloan Bond Fund LLC3 commitments
- Master Income-Plus Group Trust2 commitments
- ABS Allegiance Real Estate3 commitments
- Proloan Bond Fund3 commitments
Relationship network
31 connected entities10 observed commitments6 repeat counterparties8 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 0.9%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 13.8%
- U.S. Government securities 0.4%
- Other investments 0.0%
- Other loans 0.5%
- Partnership/joint venture interests 9.2%
- 103-12 investment entities 5.5%
- Common/collective trusts 1.7%
- Registered investment companies 30.9%
- Common stock 34.5%
- Preferred stock 0.8%
Consultants and advisers
- Secure Network Technologies General consultantthrough Apr 30, 2024 Form 5500
- Integra Consulting Inc General consultantthrough Apr 30, 2024 Form 5500
- Modern Administration Systems LLC General consultantthrough Apr 30, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- ABS Allegiance Real Estate3 rows, latest Apr 30, 2025
- Proloan Bond Fund3 rows, latest Apr 30, 2025
- Proloan Bond Fundplan years
- Ocio Monitorplan years 2024
- Thomas White Internationalplan years 2023
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Apr 30, 2025Holding endedinferenceBricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund no longer reports Master Income-Plus Group Trust (last held $20,426 at 2024-04-30; absent from the 2025-04-30 filing)with Master Income-Plus Group Trustaskebsa.dol.gov
- Apr 30, 2025Holding endedinferenceBricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund no longer reports Rainier Multiple Investment Trust (last held $2M at 2024-04-30; absent from the 2025-04-30 filing)with Rainier Multiple Investment Trustaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSecure Network Technologies no longer appears on Bricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Secure Network Technologiesaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceManning & Napier Advisors LLC no longer appears on Bricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Manning & Napier Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedOcio Monitor appears on Bricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Ocio Monitoraskebsa.dol.gov
+2 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 Apr 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Proloan Bond Fund LLC103 12 ie | Proloan Bond Fund | Fixed income | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | Proloan Bond Fund LLC103 12 ie | Proloan Bond Fund | Fixed income | $6.6M held | Disclosed holding | askebsa.dol.gov |
+7 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 Apr 30, 2025 | 1,453 | Not disclosed | Not disclosed | n/a | $128M | $11.8M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 1,452 | Not disclosed | Not disclosed | n/a | $126M | $12.9M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 1,494 | Not disclosed | Not disclosed | n/a | $120M | $14.2M | Not disclosed | Not disclosed |
- Morgan Stanley Smith Barney LLC codes 15 19 27 33 49 50 51 55 64 99 $229,212 PY2024
- Horizon Actuarial Services, LLC codes 11 50 $91,725 PY2024
- Schultheis & Panettieri LLP codes 10 50 $71,402 PY2024
+60 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Bricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund sits on 6 traced paths of capital across the graphs.
DFX traced 6 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
- Holding in a pooled vehicle ended2025-04-30source on record
- Holding in a pooled vehicle ended2025-04-30source on record
- Consultant changed2024-12-31source on record
+4 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
+18 connections on the graph
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