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 1034 Pension Fund

Taft-Hartley planLong Island City, NY
Assets
$113M
Total assets, Dec 31, 2024 reported
Funded
69.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: Board of Trustees of Local 1034 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Non-interest-bearing cash 43.3%
  • Corporate debt instruments (preferred) 0.7%
  • U.S. Government securities 0.1%
  • Other investments 1.7%
  • Partnership/joint venture interests 2.7%
  • 103-12 investment entities 16.5%
  • Common/collective trusts 29.4%
  • Registered investment companies 0.5%
  • Common stock 3.5%
Consultants and advisers
8 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Intech Risk Mgd Broad Lrg Cap Grth103 12 ieJanus Henderson Investors US, LLCPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Msci Acwi Ex-Us Index Fdcollective trustWilmington Trust Collective Inv. TrustPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Equity Index Fundcollective trustWilmington Trust Collective Inv. TrustPublic equity$27.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western Asset US Core Plus LLC103 12 ieWestern Asset US Core Plus LLCFixed income$15.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Intech Risk Mgd Broad Lrg Cap Grth103 12 ieJanus Henderson Investors US, LLCPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Msci Acwi Ex-Us Index Fdcollective trustWilmington Trust Collective Inv. TrustPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Equity Index Fundcollective trustWilmington Trust Collective Inv. TrustPublic equity$25.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western Asset US Core Plus LLC103 12 ieWestern Asset US Core Plus LLCFixed income$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Intech Risk Mgd Broad Lrg Cap Grth103 12 ieJanus Henderson Investors US, LLCPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Msci Acwi Ex-Us Index Fdcollective trustWilmington Trust Collective Inv. TrustPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Equity Index Fundcollective trustWilmington Trust Collective Inv. TrustPublic equity$21.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western Asset US Core Plus LLC103 12 ieWestern Asset US Core Plus LLCFixed income$16.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$113M Dec 31, 2024 reported Form 5500
$63.6M (2023-12) · $63.6M (2022-12)
Plan assets
$63.3M Jan 1, 2024 reported Form 5500
$63.3M (2023-01) · $84.7M (2022-01)
Net assets
$113M Dec 31, 2024 reported Form 5500
$63.3M (2023-12) · $63.4M (2022-12)
Funded ratio
69.9% Jan 1, 2024 reported Form 5500
70.7% (2023-01) · 74.2% (2022-01)
Participants
1,265 Jan 1, 2024 reported Form 5500
1,317 (2023-01) · 1,321 (2022-01)
Contributions
$1.2M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $1.1M (2022-12)
Benefits paid
$7.7M Dec 31, 2024 reported Form 5500
$7.8M (2023-12) · $7.7M (2022-12)
Net investment income
$49.5M Dec 31, 2024 reported Form 5500
$-37,174 (2023-12) · $-21.3M (2022-12)
Investment management fees
$194,062 Dec 31, 2024 reported Form 5500
$210,705 (2023-12) · $304,634 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,265n/an/an/a$113M$3.1Mn/an/a
2023 to Dec 31, 20231,317n/an/an/a$63.6M$3.5Mn/an/a
2022 to Dec 31, 20221,321n/an/an/a$63.6M$2.8Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Dec 31, 2024Consultant changedinference
    Hssh Consulting, LLC appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Hssh Consultingaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Withum Smith and Brown no longer appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Withum Smith and Brownaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Counsel Advisors, Inc. appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Counsel Advisors Inc.askebsa.dol.gov
  • Dec 31, 2024Assets changed
    Local 1034 Pension Fund total assets $64M -> $113M (+77.7%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Horizon Actuarial Services, LLC no longer appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Horizon Actuarial Servicesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Gamco Asset Management no longer appears on Local 1034 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Gamco Asset Management, Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Withum Smith and Brown appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Withum Smith and Brownaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Local 1034 Pension Fund funded ratio 74.2% -> 70.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Local 1034 Pension Fund plan assets $85M -> $63M (-25.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136594795-001
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.