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Local 272 Labor Management Pension Fund

Allocators

New York, NY

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:1be17403-cc1d-48f4-9880-ce2707fb8d0a

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
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: $499Mlatest reading; see basis
Assets as of: Nov 30, 2024
Assets basis: REPORTED
Funded ratio: 102%
Participants: 15,303
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Nov 30, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 12 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	4	$19.6M	Nov 30, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$2.3M	Nov 30, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	10	$48.7M	Nov 30, 2024	Derived
Corporate debt instruments (preferred)	n/a	n/a	n/a	5	$25.5M	Nov 30, 2024	Derived
Registered investment companies	n/a	n/a	n/a	14	$67.9M	Nov 30, 2024	Derived
Common stock	n/a	n/a	n/a	67	$334M	Nov 30, 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
Wells Fargo Advisors, LLC	Investment adviser	Dec 1, 2023	Nov 30, 2024	no	fact	Dol form 5500 pension
Amalgamated Bank of New York	custodian	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
The Segal Co. (eastern States) Inc.	actuary	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Segal	actuary	Dec 1, 2022	Nov 30, 2023	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
Dana Investment Advisors, Inc.	Investment management	Dec 1, 2023	Nov 30, 2024	no	fact
Smith Graham & Co	Investment management	Dec 1, 2022	Nov 30, 2023	no	fact
Atalanta Sosnoff Capital	Investment management	Dec 1, 2022	Nov 30, 2023	no	fact
OLD Glory Asset Management	Investment management	Dec 1, 2022	Nov 30, 2023	no	fact
Wells Fargo Advisors, LLC	Investment management	Dec 1, 2022	Nov 30, 2023	no	fact
Atlanta Sosnoff Capital, LLC.	Investment management	Dec 1, 2022	Nov 30, 2023	no	fact
Stacey Braun Associates, Inc.	Investment management	Dec 1, 2022	Nov 30, 2023	no	fact

Relationships

Sponsors (1)

← Board of Trustees of Local 272 Labor Management Pension FundPlan sponsorPlan sponsor
Dec 1, 2022 to presentfactForm 5500

Advised by (4)

→ Amalgamated Bank of New YorkInvestment consultantcustodian
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ The Segal Co. (eastern States) Inc.Investment consultantactuary
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ SegalInvestment consultantactuary
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Wells Fargo Advisors, LLCInvestment consultantInvestment adviser
Dec 1, 2023 to Nov 30, 2024factForm 5500

Manages for (7)

← Smith Graham & CoManager with allocator capitalInvestment management
Dec 1, 2022 to Nov 30, 2023factForm 5500
← Stacey Braun Associates, Inc.Manager with allocator capitalInvestment management
Dec 1, 2022 to Nov 30, 2023factForm 5500
← Atalanta Sosnoff CapitalInvestment consultantInvestment management
Dec 1, 2022 to Nov 30, 2023factForm 5500
← Wells Fargo Advisors, LLCInvestment consultantInvestment management
Dec 1, 2022 to Nov 30, 2023factForm 5500
← Atlanta Sosnoff Capital, LLC.Manager with allocator capitalInvestment management
Dec 1, 2022 to Nov 30, 2023factForm 5500
← OLD Glory Asset ManagementManager with allocator capitalInvestment management
Dec 1, 2022 to Nov 30, 2023factForm 5500
← Dana Investment Advisors, Inc.Investment consultantInvestment management
Dec 1, 2023 to Nov 30, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
The Segal Company (eastern States) appears on Local 272 Labor Management Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
The Segal Co. (eastern States) Inc.Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Wright Investors Services no longer appears on Local 272 Labor Management Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Atlanta Sosnoff Capital, LLC.Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Smith Graham and Co. no longer appears on Local 272 Labor Management Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Smith Graham & Co Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Dana Investment Advisors appears on Local 272 Labor Management Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Dana Investment Advisors, Inc.Form 5500observed 5 days ago

Show 1 bookkeeping events

Occurred
Nov 30, 2024
Local 272 Labor Management Pension Fund total assets $398M -> $499M (+25.7%, 2023-11-30 to 2024-11-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:1be17403-cc1d-48f4-9880-ce2707fb8d0a
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Local 272 Labor Management Pension Fund

Allocators

New York, NY

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:1be17403-cc1d-48f4-9880-ce2707fb8d0a

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$19.6M

Nov 30, 2024

Derived

Non-interest-bearing cash

n/a

$2.3M

Nov 30, 2024

Derived

U.S. Government securities

n/a

$48.7M

Nov 30, 2024

Derived

Corporate debt instruments (preferred)

n/a

$25.5M

Nov 30, 2024

Derived

Registered investment companies

n/a

$67.9M

Nov 30, 2024

Derived

Common stock

n/a

$334M

Nov 30, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Wells Fargo Advisors, LLC

Investment adviser

Dec 1, 2023

Nov 30, 2024

fact

Dol form 5500 pension

Amalgamated Bank of New York

custodian

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

The Segal Co. (eastern States) Inc.

actuary

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Segal

actuary

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Dana Investment Advisors, Inc.

Investment management

Dec 1, 2023

Nov 30, 2024

fact

Smith Graham & Co

Investment management

Dec 1, 2022

Nov 30, 2023

fact

Atalanta Sosnoff Capital

Investment management

Dec 1, 2022

Nov 30, 2023

fact

OLD Glory Asset Management

Investment management

Dec 1, 2022

Nov 30, 2023

fact

Wells Fargo Advisors, LLC

Investment management

Dec 1, 2022

Nov 30, 2023

fact

Atlanta Sosnoff Capital, LLC.

Investment management

Dec 1, 2022

Nov 30, 2023

fact

Stacey Braun Associates, Inc.

Investment management

Dec 1, 2022

Nov 30, 2023

fact