Boston Trust Walden Company
1 more allocator, 20 more corporate plans and 7 more commitment rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Who backs this manager
| 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 | |
| Ufcw Local 23 & Giant Eagle Pension Fund | 3 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2024 | |
| IBT Consolidated Pension Plan | 2 | 0 | Public equity | Dec 31, 2023 | Dec 31, 2024 |
+1 more allocator back this 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.
Funds on the tape
Corporate and Taft-Hartley plans (Schedule C)
- IBT Consolidated Pension Planplan years
- Ufcw Consolidated Pension Fundplan years
- Ufcw Local 23 & Giant Eagle Pension Fundplan years
+20 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitment 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 Dec 31, 2024 | IBT Consolidated Pension Plan | Boston Trust Walden Small Cap Citcollective trust | Public equity | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ufcw Consolidated Pension Fund | Boston Trust Walden Small Cap Citcollective trust | Public equity | $51.8M held | Disclosed holding | askebsa.dol.gov |
+7 more commitment rows
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
- 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
Boston Trust Walden Company is the same institution as 1 record in Independent Sponsors.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Boston Trust Walden Company sits on 10 traced paths of capital across the graphs.
DFX traced 10 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…
›Connections
every published relationship on the graph
+33 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.