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
Zacks Investment Management
EIN 383792197
Public LPs on the tape
0
distinct allocators disclosing a fund
Commitment rows
0
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
11
Schedule C investment manager rows
Who backs this manager
No allocator on the commitment tape names a fund of this manager.
Corporate and Taft-Hartley plans (Schedule C)
11 plans
- Cumberland, MD & Vicinity Building & Construction Employees Trust Fundplan years 2023
- I.U.O.E. Local 132 Pension Fundplan years 2023
- Plumbers & Steamfitters Local 248- Pension Trust Planplan years 2023
- Ibew 648 Pension Planplan years 2023
- Ironworkers-Laborers Pension Plan of Cumberland MDplan years 2022
- Sheet Metal Workers Local No. 4 Pension Planplan years 2022
- Torrance Health Association Employees Retirement Planplan years 2022
- District Council 82 Painting Industry Pension Planplan years 2022
- Sheet Metal Workers Local 7, Zone 2 Pension Planplan years 2022
- Bricklayers Union Local No 1 of Missouri Pension Pplan years 2022
- Shopmens Local 527 Pension Fundplan years 2022
Commitment rows
No rows.
What changed
- Zacks Investment Management appears on Plumbers & Steamfitters Local 248- Pension Trust Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Zacks Investment Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePlumbers & Steamfitters Local 248- Pension Trust PlanZacks Investment Management no longer appears on Plumbers & Steamfitters Local 248- Pension Trust Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Zacks Investment Managementaskebsa.dol.gov