Employer Local No. 375 Pension Plan
Taft-Hartley plan, based in Mount Laurel, New Jersey, reporting $21.3M in assets, for 1,014 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Xpan Law Partners LLC appears on Employer Local No. 375 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
1 more adviser
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- ASB Allegiance Real Estate Fund3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
16 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
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 2.7%
- Common/collective trusts 13.1%
- Registered investment companies 74.3%
- Common stock 9.8%
Consultants and advisers
- Xpan Law Partners, LLC General consultantthrough Jul 31, 2025 Form 5500
- Dana Investment Advisors, Inc. Investment adviser (plan)through Jul 31, 2024 Form 5500
- Citi Global Markets Inc. Investment adviser (plan)through Jul 31, 2023 Form 5500
+1 more consultant or adviser 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
- ABS Allegiance Real Estate3 rows, latest Jul 31, 2025
- Chevy Chase Trustplan years 2025
- ASB Capital Management LLCplan years 2023
- Wells Fargo Bankplan years 2023
+1 more Schedule C manager
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
- Dec 31, 2024Manager relationship endedinferenceSmith, Graham & C, Investment Advi no longer appears on Employer Local No. 375 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Smith Graham & Coaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceXpan Law Partners LLC appears on Employer Local No. 375 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Xpan Law Partners, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedChevy Chase Trust Company appears on Employer Local No. 375 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Chevy Chase Trustaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceASB Capital Management, LLC no longer appears on Employer Local No. 375 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with ASB Capital Management LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceDana Investment Advisors appears on Employer Local No. 375 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Dana Investment Advisors, Inc.askebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $3.6M held | Disclosed holding | askebsa.dol.gov |
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 Jul 31, 2025 | 1,014 | Not disclosed | Not disclosed | n/a | $21.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 1,038 | Not disclosed | Not disclosed | n/a | $21.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 1,071 | Not disclosed | Not disclosed | n/a | $22.2M | Not disclosed | Not disclosed | Not disclosed |
- Beacon Administrators & Consultants codes 13 50 $123,757 PY2024
- Cohen Weiss and Simon, LLP codes 29 50 $102,440 PY2024
- Principal codes 28 51 99 $36,478 PY2024
+29 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
Not yet on record: funded ratio.
Employer Local No. 375 Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 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.
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Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+2 more changes on this record's ledger
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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
+9 connections on the graph
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