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

Cement Masons Local 780 Pension Fund

Taft-Hartley planBronx, NY
Assets
$176M
Total assets, Dec 31, 2024 reported
Funded
133.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
18
none on the tape
Plan sponsor: Cement Masons Local 780 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Non-interest-bearing cash 0.2%
  • Corporate debt instruments (other) 5.0%
  • U.S. Government securities 3.4%
  • Other investments 17.4%
  • 103-12 investment entities 5.5%
  • Common/collective trusts 54.5%
  • Registered investment companies 11.9%
  • Common stock 0.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$19.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$29.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$20.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Msci Acwi Ex-Us Index Fdcollective trustGreat Gray Trust CoPooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Cash Management Fdcollective trustAmalgamated BankCash$214,348 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$17.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$23.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$18.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$8.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$176M Dec 31, 2024 reported Form 5500
$162M (2023-12) · $147M (2022-12)
Plan assets
$151M Jan 1, 2024 reported Form 5500
$136M (2023-01) · $157M (2022-01)
Net assets
$165M Dec 31, 2024 reported Form 5500
$152M (2023-12) · $136M (2022-12)
Funded ratio
133.8% Jan 1, 2024 reported Form 5500
130.7% (2023-01) · 129.1% (2022-01)
Participants
874 Jan 1, 2024 reported Form 5500
816 (2023-01) · 849 (2022-01)
Contributions
$4.5M Dec 31, 2024 reported Form 5500
$4.9M (2023-12) · $5.2M (2022-12)
Benefits paid
$6.1M Dec 31, 2024 reported Form 5500
$5.7M (2023-12) · $5.8M (2022-12)
Net investment income
$13.0M Dec 31, 2024 reported Form 5500
$15.1M (2023-12) · $-20.7M (2022-12)
Investment management fees
$738,713 Dec 31, 2024 reported Form 5500
$751,324 (2023-12) · $780,968 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024874n/an/an/a$176Mn/an/an/a
2023 to Dec 31, 2023816n/an/an/a$162Mn/an/an/a
2022 to Dec 31, 2022849n/an/an/a$147Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Dec 31, 2024Holding started
    Cement Masons Local 780 Pension Fund first reports an interest in Longview Largecap 1000 Growth Index: $20M at 2024-12-31
    with Longview Largecap 1000 Growth Indexaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Cement Masons Local 780 Pension Fund first reports an interest in Longview Cash Management Fd: $214,348 at 2024-12-31
    with Longview Cash Management Fundaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Cement Masons Local 780 Pension Fund first reports an interest in Blackrock Msci Acwi Ex-Us Index Fd: $7M at 2024-12-31
    with Blackrock Msci Acwi Ex-Us Index Fdaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Mackay Shields Mgmt Co. no longer appears on Cement Masons Local 780 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Mackay Shieldsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Congress Asset Management appears on Cement Masons Local 780 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Congress Asset Managementaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Cement Masons Local 780 Pension Fund funded ratio 130.7% -> 133.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Cement Masons Local 780 Pension Fund plan assets $136M -> $151M (+11.0%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Cement Masons Local 780 Pension Fund total assets $147M -> $162M (+10.5%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Cement Masons Local 780 Pension Fund plan assets $157M -> $136M (-13.2%, 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 131626710-001
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.