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
Plasterers & Cement Masons Local 40 Pension Fund
Taft-Hartley planBronx, NY
Assets
$29.0M
Total assets, Jun 30, 2025 reported
Funded
122.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
9
none on the tape
Plan sponsor: Plasterers & Cement Mason Local 40 Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.8%
- Corporate debt instruments (other) 2.9%
- Insurance company general account 5.5%
- Other investments 16.5%
- Common/collective trusts 67.8%
- Registered investment companies 3.9%
Consultants and advisers
2 firms
- Reynolds Consulting Services, LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- First Actuarial Consulting, LLC Actuarythrough Jun 30, 2023 Form 5500
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
- Amalgamated Bank of New York6 rows, latest Jun 30, 2025
- Neuberger Berman Trust Company, Na3 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- Boyd Watterson Asset Managementplan years 2023
- Crescent Capital High Income Fund Bplan years 2023
Commitments
9 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 Jun 30, 2025 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Neuberger Berman Strategic Multi-Secollective trust | Neuberger Berman Trust Company, Na | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $11.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Neuberger Berman Strategic Multi-Secollective trust | Neuberger Berman Trust Company, Na | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Neuberger Berman Strategic Multi-Secollective trust | Neuberger Berman Trust Company, Na | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$85,281 (2024-06) · $64,847 (2023-06)
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 Jun 30, 2025 | 190 | n/a | n/a | n/a | $29.0M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 183 | n/a | n/a | n/a | $26.1M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 150 | n/a | n/a | n/a | $22.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Boyd Watterson Gsa Fund, LP codes 28 51 $42,603 PY2024
- Fitzsimmons Abrams LLP codes 10 50 $22,893 PY2024
- Reynolds Consulting codes 27 51 $21,536 PY2024
- Proskauer Rose LLP codes 29 50 $19,965 PY2024
- First Actuarial Consulting Inc. codes 11 50 $18,555 PY2024
- Crescent Capital High Income Fund codes 28 52 $6,280 PY2024
- Longview Mid Cap 400 Index Fund Sched. D C $1.3M PY2024
- Longview Large Cap 500 Index Fund Sched. D C $12.9M PY2024
- Neuberger Berman Opp Fixed Income T Sched. D C $5.5M PY2024
- First Actuarial Consulting, Inc. codes 11 PY2024
- Boyd Watterson Gsa Fund, LP codes 28 51 $42,871 PY2023
- First Actuarial Consulting Inc. codes 11 $29,500 PY2023
- Proskauer Rose LLP codes 29 50 $22,846 PY2023
- Reynolds Consulting codes 27 51 $21,209 PY2023
- Fitzsimmons Abrams LLP codes 10 50 $13,000 PY2023
- Longview Mid Cap 400 Ndex Fund Sched. D C $1.2M PY2023
- Longview Large Cap 500 Index Fund Sched. D C $11.9M PY2023
- Neuberger Berman Opp Fixed Income T Sched. D C $3.6M PY2023
- First Actuarial Consulting, Inc. codes 11 PY2023
- Proskauer Rose LLP codes 29 50 $43,165 PY2022
- Boyd Watterson Gsa Fund, LP codes 28 51 $36,295 PY2022
- First Actuarial Consulting Inc. codes 11 50 $29,238 PY2022
- Fitzsimmons Abrams LLP codes 10 50 $20,564 PY2022
- Reynolds Consulting codes 27 51 $20,000 PY2022
- Crescent Capital High Income Fund codes 28 52 $6,049 PY2022
- Longview Mid Cap 400 Index Fund Sched. D C $1.0M PY2022
- Longview Large Cap 500 Index Fund Sched. D C $10.3M PY2022
- Neuberger Berman Opp Fixed Income T Sched. D C $3.4M PY2022
- First Actuarial Consulting, Inc. codes 11 PY2022
What changed
7 events
- Jun 30, 2025Assets changedPlasterers & Cement Masons Local 40 Pension Fund total assets $26M -> $29M (+11.3%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Manager relationship startedCrescent Capital High Income Fund appears on Plasterers & Cement Masons Local 40 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Crescent Capital High Income Fund Baskebsa.dol.gov
- Jul 1, 2024Assets changedPlasterers & Cement Masons Local 40 Pension Fund plan assets $21M -> $24M (+16.0%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedPlasterers & Cement Masons Local 40 Pension Fund total assets $22M -> $26M (+16.8%, 2023-06-30 to 2024-06-30)
- Dec 31, 2023Manager relationship endedinferenceCrescent Capital High Income Fund no longer appears on Plasterers & Cement Masons Local 40 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Crescent Capital High Income Fund Baskebsa.dol.gov
- Jul 1, 2023Funded status changedPlasterers & Cement Masons Local 40 Pension Fund funded ratio 118.8% -> 121.0% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedPlasterers & Cement Masons Local 40 Pension Fund plan assets $18M -> $21M (+13.3%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516098177-001
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.