Pension Fund United Scenic Artists Local 829
Taft-Hartley plan, based in Englewood Cliffs, New Jersey, reporting $534M in assets, for 4,586 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Pension Fund United Scenic Artists Local 829 plan assets $440M -> $487M (+10.8%, 2023-01-01 to 2024-01-01).
4 more advisers, 3 more managers and 18 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Ir&m Intermediate Fund LLC3 commitments
- Parametric Defensive Equity Fund3 commitments
- Ullico Infrastructure Tax Exempt Fu3 commitments
- Parametric Portfolio Associates3 commitments
- Ullico Investment Advisors3 commitments
- Invesco Trust Company3 commitments
Relationship network
42 connected entities21 observed commitments14 repeat counterparties17 dated commitments shown here, 2022 to 2024
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 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
- Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Partners Group USA , Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Parametric Portfolio Associates3 rows, latest Dec 31, 2024
- Ullico Investment Advisors3 rows, latest Dec 31, 2024
- Invesco Trust Company3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Aristotle Pacific Capital, LLCplan years
- Invesco Trust Companyplan years 2022
- Segall Bryant & Hamill LLCplan years
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jan 1, 2024Assets changedPension Fund United Scenic Artists Local 829 plan assets $440M -> $487M (+10.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedPacific 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 changedPension Fund United Scenic Artists Local 829 total assets $441M -> $488M (+10.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Fund United Scenic Artists Local 829 funded ratio 101.8% -> 98.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Fund United Scenic Artists Local 829 plan assets $492M -> $440M (-10.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Ir&m Intermediate Fund LLC103 12 ie | Ir&m Intermediate Fund LLC C/o Income Research & Management | Pooled vehicles | $53.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Parametric Defensive Equity Fund103 12 ie | Parametric Portfolio Associates | Public equity | $42.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $12.1M held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Dec 31, 2024 | 4,586 | Not disclosed | Not disclosed | n/a | $534M | $109M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,847 | Not disclosed | Not disclosed | n/a | $488M | $99.4M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,125 | Not disclosed | Not disclosed | n/a | $441M | $97.0M | Not disclosed | Not disclosed |
- Jpmorgan Chase Bank, N.A. codes 24 27 28 $351,961 PY2024
- Timessquare Capital Management, LLC codes 28 $312,822 PY2024
- Systematic Financial Management, LP codes 28 $282,829 PY2024
+85 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Pension Fund United Scenic Artists Local 829 sits on 20 traced paths of capital across the graphs.
DFX traced 20 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Total assets changed2024-01-01source on record
- Manager relationship started2023-12-31source on record
- Total assets changed2023-12-31source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+21 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.