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AllocatorsPlantaft hartley<100m

Ironworkers-Laborers Pension Plan of Cumberland MD

Allocators

Cumberland, MD

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Search this name across graphsid dfx:al:5889fc52-9799-4c3f-b0bf-8602f8fb80d3

Data as of Sep 16, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 3:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Sep 15, 2026 to Sep 16, 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: $18.9Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 27%
Participants: 754
Commitments: 9with an amount; holdings are counted apart
Managers: 3
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
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
Bnym Mellon Afl-Cio Sl Stock Index	BNY Mellon	Public equity	$6.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Bnym Mellon Afl-Cio Sl Stock Index	BNY Mellon	Public equity	$5.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Bnym Mellon Afl-Cio Sl Stock Index	BNY Mellon	Public equity	$5.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$2.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$1.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$1.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$1.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$830,240	Dec 31, 2023	Collective trust	Dol form 5500 pension
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$694,162	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; 15 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	4	$665,231	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$263,595	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	47	$8.9M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	28	$5.3M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	19	$3.5M	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
Bolton Partners, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Standard Valuation	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Fifth Third Bank	custodian	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
Great Lakes Advisors	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Zacks Investment Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Manning & Napier Advisors, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Segall Bryant & Hamill LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Chevy Chase Trust	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Trustees of Ironworkers-Laborers Pension Plan of Cumberland, MDPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Bolton Partners, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Standard ValuationInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Fifth Third BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (5)

← Great Lakes AdvisorsInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Zacks Investment ManagementManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Manning & Napier Advisors, LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Segall Bryant & Hamill LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Chevy Chase TrustInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Segall Bryant & Hamill, LLC no longer appears on Ironworkers-Laborers Pension Plan of Cumberland MD's Schedule C as investment manager (plan year 2024 vs 2023)
Segall Bryant & Hamill LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Great Lakes Advisors, LLC no longer appears on Ironworkers-Laborers Pension Plan of Cumberland MD's Schedule C as investment manager (plan year 2023 vs 2022)
Great Lakes Advisors Form 5500observed 4 days ago

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Ironworkers-Laborers Pension Plan of Cumberland MD plan assets $29M -> $21M (-26.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Ironworkers-Laborers Pension Plan of Cumberland MD funded ratio 30.1% -> 27.8% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:5889fc52-9799-4c3f-b0bf-8602f8fb80d3
First observed: Sep 15, 2026
Last observed: Sep 16, 2026 2 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.