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Freight Drivers and Helpers Local Union No. 557 Pension Plan

Allocators

Columbia, MD

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:1887e302-1a42-4539-a0ba-aeaea68dd9f2

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 1:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 10
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $213Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 9.2%
Participants: 2,133
Commitments: 1with an amount; holdings are counted apart
Managers: 0
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 3
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Conestoga Small Cap Growth Collecti	n/a	Public equity	$6.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 17 rows folded into 8

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$4.7M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$2.9M	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	0	$307,731	Dec 31, 2024	Derived
Corporate debt instruments (preferred)	n/a	n/a	n/a	25	$53.5M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	36	$76.0M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	3	$6.3M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	24	$51.6M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	7	$15.6M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Comerica Bank & Trust	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Silvercrest Asset Management Group	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Robert W. Baird & Co.	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
US Bank	custodian	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
The Segal Co. (eastern States) Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
PNC Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Northern Trust Co.	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Fiduciaryvest, LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Segal	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Ryan Alm, Inc.	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Macquarie Investment Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Parametric Portfolio Associates	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Board of Trustees, Freight Drivers and Helpers Local Union No. 557Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (9)

→ The Segal Co. (eastern States) Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Fiduciaryvest, LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ SegalInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ PNC BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ US BankInvestment consultantcustodian
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Comerica Bank & TrustInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500
→ Silvercrest Asset Management GroupInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500
→ Robert W. Baird & Co.Investment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500

Manages for (3)

← Macquarie Investment ManagementManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Parametric Portfolio AssociatesManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Ryan Alm, Inc.Investment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
Robert W. Baird & Co. appears on Freight Drivers and Helpers Local Union No. 557 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Robert W. Baird & Co.Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Comerica Bank and Trust appears on Freight Drivers and Helpers Local Union No. 557 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Comerica Bank & Trust Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Silvercrest Asset Management Group appears on Freight Drivers and Helpers Local Union No. 557 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Silvercrest Asset Management Group Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Macquarie Investment Management no longer appears on Freight Drivers and Helpers Local Union No. 557 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Macquarie Investment Management Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Parametric Portfolio Associates no longer appears on Freight Drivers and Helpers Local Union No. 557 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Parametric Portfolio Associates Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Ryan Alm, Inc appears on Freight Drivers and Helpers Local Union No. 557 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Ryan Alm, Inc.Form 5500observed 4 days ago

Show 4 bookkeeping events

Occurred
Jan 1, 2024
Freight Drivers and Helpers Local Union No. 557 Pension Plan funded ratio 6.4% -> 9.2% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Freight Drivers and Helpers Local Union No. 557 Pension Plan plan assets $11M -> $15M (+38.8%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Freight Drivers and Helpers Local Union No. 557 Pension Plan funded ratio 10.0% -> 6.4% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Freight Drivers and Helpers Local Union No. 557 Pension Plan plan assets $27M -> $11M (-59.7%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:1887e302-1a42-4539-a0ba-aeaea68dd9f2
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Freight Drivers and Helpers Local Union No. 557 Pension Plan

Allocators

Columbia, MD

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:1887e302-1a42-4539-a0ba-aeaea68dd9f2

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Conestoga Small Cap Growth Collecti

n/a

Public equity

$6.3M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$4.7M

Dec 31, 2024

Derived

Non-interest-bearing cash

n/a

$2.9M

Dec 31, 2024

Derived

U.S. Government securities

n/a

$307,731

Dec 31, 2024

Derived

Corporate debt instruments (preferred)

n/a

$53.5M

Dec 31, 2024

Derived

Corporate debt instruments (other)

n/a

$76.0M

Dec 31, 2024

Derived

Common/collective trusts

n/a

$6.3M

Dec 31, 2024

Derived

Registered investment companies

n/a

$51.6M

Dec 31, 2024

Derived

Common stock

n/a

$15.6M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Comerica Bank & Trust

Investment adviser

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Silvercrest Asset Management Group

Investment adviser

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Robert W. Baird & Co.

Investment adviser

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

US Bank

custodian

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

The Segal Co. (eastern States) Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

PNC Bank

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Northern Trust Co.

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Fiduciaryvest, LLC

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Segal

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Ryan Alm, Inc.

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Macquarie Investment Management

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Parametric Portfolio Associates

Investment management

Jan 1, 2022

Dec 31, 2022

fact