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.
Manager
Boston Trust Walden Company
EIN 043554611
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
3
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
20
Schedule C investment manager rows
Who backs this manager
1 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund | 3 | 0 | Public equity | Mar 31, 2023 | Mar 31, 2025 |
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
20 plans
- Retirement Plan for Employees of Puget Sound Energy, Inc.plan years 2025
- Bsa-Ila Pension Planplan years 2024
- Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.plan years 2023
- Local 111 Pension Fundplan years 2023
- Jacksonville Plumbers and Pipefitters Pension Planplan years 2023
- Teamsters Union No. 142 Pension Fundplan years 2023
- Transit Employees Retirement Planplan years 2023
- United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Planplan years 2023
- Electrical Workers Local No. 292 Pension Planplan years 2023
- Pipefitters Union Local No. 537 Pension Fundplan years 2023
- Minneapolis Retail Meat Cutters and Food Handlers Pension Fundplan years 2023
- Twin Cities Bakery Drivers Pension Planplan years 2022
- Local 210's Pension Planplan years 2022
- Teamsters Local 819 Pension Fundplan years 2022
- Snap-On Incorporated Retirement Planplan years 2022
- I.B.E.W. Local Union # 654 - Defined Benefit Pension Planplan years 2022
- Teamsters Union Local 293 Pension Planplan years 2022
- Snap-On Incorporated Retirement Plan for Hourly Employeesplan years 2022
- JM Family Associates' Retirement Planplan years 2022
- Teamsters Local 210 Affiliated Pension Trust Fundplan years 2022
Commitment rows
3 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund | Boston Trust Small Cap Retirement Fcollective trust | Public equity | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund | Boston Trust Small Cap Retirement Fcollective trust | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund | Boston Trust Small Cap Retirement Fcollective trust | Public equity | $3.6M held | Disclosed holding | askebsa.dol.gov |
What changed
- Boston Trust Walden Company appears on Iron Workers' Local No. 25 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Boston Trust Walden Companyaskebsa.dol.gov
- Boston Trust & Investment Managemen no longer appears on Local 210's Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Boston Trust Walden Companyaskebsa.dol.gov
- Boston Trust Walden Inc appears on Retirement Plan for Employees of Puget Sound Energy, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)with Boston Trust Walden Companyaskebsa.dol.gov