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

Pension Fund United Scenic Artists Local 829

Taft-Hartley planEnglewood Cliffs, NJ
Assets
$534M
Total assets, Dec 31, 2024 reported
Funded
98.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: Board of Trustees of Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.4%
  • Partnership/joint venture interests 20.4%
  • 103-12 investment entities 24.7%
  • Common/collective trusts 12.6%
  • Registered investment companies 25.4%
  • Common stock 14.3%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$31.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Invesco Emerging Markets Equity Trucollective trustInvesco Emerging Mkts Equity FundPublic equity$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ir&m Intermediate Fund LLC103 12 ieIr&m Intermediate Fund LLC C/o Income Research & ManagementPooled vehicles$53.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$42.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Segall Bryant & Hamill Intl Sm Capcollective trustSEI Trust CompanyPooled vehicles$25.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pacific Asset Management Bank Loan103 12 ieSUP Pacific Fd Bk LnPrivate credit$23.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$37.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Invesco Emerging Markets Equity Trucollective trustInvesco Emerging Mkts Equity FundPublic equity$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ir&m Intermediate Fund LLC103 12 ieIr&m Intermediate Fund LLC C/o Income Research & ManagementPooled vehicles$50.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$38.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Segall Bryant & Hamill Intl Sm Capcollective trustSEI Trust CompanyPooled vehicles$23.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pacific Asset Management Bank Loan103 12 ieSUP Pacific Fd Bk LnPrivate credit$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$47.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco Emerging Markets Equity Trucollective trustInvesco Emerging Mkts Equity FundPublic equity$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ir&m Intermediate Fund LLC103 12 ieIr&m Intermediate Fund LLC C/o Income Research & ManagementPooled vehicles$47.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$32.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Segall Bryant & Hamill Intl Sm Capcollective trustSEI Trust CompanyPooled vehicles$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pacific Asset Management Bank Loan103 12 ieSUP Pacific Fd Bk LnPrivate credit$19.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$10.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$534M Dec 31, 2024 reported Form 5500
$488M (2023-12) · $441M (2022-12)
Plan assets
$487M Jan 1, 2024 reported Form 5500
$440M (2023-01) · $492M (2022-01)
Net assets
$533M Dec 31, 2024 reported Form 5500
$487M (2023-12) · $440M (2022-12)
Funded ratio
98.6% Jan 1, 2024 reported Form 5500
98.7% (2023-01) · 101.8% (2022-01)
Participants
4,586 Jan 1, 2024 reported Form 5500
4,847 (2023-01) · 4,125 (2022-01)
Contributions
$22.4M Dec 31, 2024 reported Form 5500
$15.7M (2023-12) · $22.8M (2022-12)
Benefits paid
$23.1M Dec 31, 2024 reported Form 5500
$21.0M (2023-12) · $19.4M (2022-12)
Net investment income
$46.2M Dec 31, 2024 reported Form 5500
$47.3M (2023-12) · $-52.8M (2022-12)
Investment management fees
$1.2M Dec 31, 2024 reported Form 5500
$989,327 (2023-12) · $833,446 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,586n/an/an/a$534M$109Mn/an/a
2023 to Dec 31, 20234,847n/an/an/a$488M$99.4Mn/an/a
2022 to Dec 31, 20224,125n/an/an/a$441M$97.0Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Jan 1, 2024Assets changed
    Pension Fund United Scenic Artists Local 829 plan assets $440M -> $487M (+10.8%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Pacific Asset Management LLC appears on Pension Fund United Scenic Artists Local 829's Schedule C as investment manager (plan year 2023 vs 2022)
    with Pacific Asset Management LLCaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Pension Fund United Scenic Artists Local 829 total assets $441M -> $488M (+10.7%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Pension Fund United Scenic Artists Local 829 funded ratio 101.8% -> 98.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pension Fund United Scenic Artists Local 829 plan assets $492M -> $440M (-10.7%, 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 131982707-001
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.