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
The Local 259 Pension Fund
Taft-Hartley planEnglewood Cliffs, NJ
Assets
$142M
Total assets, Dec 31, 2024 reported
Funded
115.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
11
none on the tape
Plan sponsor: Board of Trustees of the Local 259 Pensi Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.4%
- Common/collective trusts 81.3%
- Registered investment companies 15.5%
Consultants and advisers
6 firms
- ABS Allegiance Real Estate Investment adviser (plan)through Dec 31, 2024 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2024 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- Segal Consulting Actuarythrough Dec 31, 2022 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
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
- Afl-Cio Equity Fund3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Afl-Cio Equity Fundplan years 2022
- Pictet Asset Management Saplan years 2022
- ABS Allegiance Real Estateplan years 2022
Commitments
11 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 Dec 31, 2024 | Longview Core Bond Index Fundcollective trust | Amalgamated Bank of New York | Fixed income | $32.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $14.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $62.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | BNY Mellon Broad Market Stock Indexcollective trust | BNY Mellon | Public equity | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Core Bond Index Fundcollective trust | Amalgamated Bank of New York | Fixed income | $32.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $17.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $55.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | BNY Mellon Broad Market Stock Indexcollective trust | BNY Mellon | Public equity | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Core Bond Index Fundcollective trust | Amalgamated Bank of New York | Fixed income | $26.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $21.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $50.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$253,751 (2023-12) · $334,915 (2022-12)
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 Dec 31, 2024 | 4,433 | n/a | n/a | n/a | $142M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,432 | n/a | n/a | n/a | $133M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,479 | n/a | n/a | n/a | $124M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Zenith American Solutions codes 13 $289,752 PY2024
- ASB Capital Management, LLC codes 27 $147,993 PY2024
- The Segal Company(eastern States)in codes 11 $115,448 PY2024
- Weaver and Tidwell, LLP codes 10 $62,062 PY2024
- Tarter Krinsky & Drogin codes 29 $50,000 PY2024
- Cleary, Josem & Trigiani LLP codes 29 $47,484 PY2024
- Amalgamated Bank of New York codes 19 51 52 $42,591 PY2024
- Segal Marco Advisors codes $38,750 PY2024
- ASB Allegiance Real Estate Fund Sched. D C $14.3M PY2024
- Longview Core Bond Index Fund Sched. D C $32.8M PY2024
- ASB Labor Equity Index Fund Sched. D C $62.2M PY2024
- BNY Mellon Broad Market Stock Index Sched. D C $5.9M PY2024
- Segal codes 11 PY2024
- Zenith American Solutions codes 13 $289,752 PY2023
- ASB Capital Management, LLC codes $188,022 PY2023
- The Segal Company(eastern States)in codes 11 $102,355 PY2023
- Buchbinder Tunick & Co. LLP codes 10 $56,895 PY2023
- Tarter Krinsky & Drogin codes 29 $43,333 PY2023
- Cleary, Josem & Trigiani LLP codes 29 $41,862 PY2023
- Amalgamated Bank of New York codes 19 51 52 $38,557 PY2023
- Segal Marco Advisors codes $31,000 PY2023
- BNY Mellon Broad Market Stock Index Sched. D C $5.6M PY2023
- Longview Core Bond Index Fund Sched. D C $32.4M PY2023
- ASB Allegiance Real Estate Fund Sched. D C $17.1M PY2023
- ASB Labor Equity Index Fund Sched. D C $55.2M PY2023
- Segal Consulting codes 11 PY2023
- Zenith American Solutions codes 13 $289,752 PY2022
- ASB Capital Management, LLC codes 51 $101,240 PY2022
- ASB Capital Management, LLC codes 51 $101,240 PY2022
- The Segal Company(eastern States)in codes 11 $73,975 PY2022
- Pictet Asset Management Sa codes 51 $61,405 PY2022
- Buchbinder Tunick & Co. LLP codes 10 $48,064 PY2022
- Cleary, Josem & Trigiani LLP codes 29 $45,261 PY2022
- Klein, Zelman, Rothermel LLP codes 29 $43,335 PY2022
- Amalgamated Bank of New York codes 19 51 52 $40,030 PY2022
- Segal Marco Advisors codes 27 $31,000 PY2022
- Longview Core Bond Index Fund Sched. D C $26.0M PY2022
- ASB Allegiance Real Estate Fund Sched. D C $21.8M PY2022
- ASB Labor Equity Index Fund Sched. D C $50.7M PY2022
- Segal Consulting codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceASB Capital Management, LLC appears on The Local 259 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with ABS Allegiance Real Estateaskebsa.dol.gov
- Dec 31, 2023Holding startedThe Local 259 Pension Fund first reports an interest in BNY Mellon Broad Market Stock Index: $6M at 2023-12-31with BNY Mellon Broad Market Stock Indexaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceSegal Marco Advisors no longer appears on The Local 259 Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Segal Marco Advisorsaskebsa.dol.gov
- Jan 1, 2023Assets changedThe Local 259 Pension Fund plan assets $145M -> $124M (-14.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136115077-001
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.