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AllocatorsPlantaft hartley<100m

Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund

Allocators

Boston, MA

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Search this name across graphsid dfx:al:66198026-a4f3-4de4-8734-612f0d9afbf1

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, 2:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
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: $55.3Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 97%
Participants: 536
Commitments: 11with an amount; holdings are counted apart
Managers: 4
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Mar 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 31, 2025
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
Artisan International Growth Trust	Artisan Multiple Investment Trust	Pooled vehicle	$5.3M	Mar 31, 2024	Collective trust	Dol form 5500 pension
Artisan International Growth Trust	Artisan Multiple Investment Trust	Pooled vehicle	$5.2M	Mar 31, 2025	Collective trust	Dol form 5500 pension
Boston Trust Small Cap Retirement F	Boston Trust Walden Company	Public equity	$4.7M	Mar 31, 2025	Collective trust	Dol form 5500 pension
Artisan International Growth Trust	Artisan Multiple Investment Trust	Pooled vehicle	$4.1M	Mar 31, 2023	Collective trust	Dol form 5500 pension
Boston Trust Small Cap Retirement F	Boston Trust Walden Company	Public equity	$4.0M	Mar 31, 2024	Collective trust	Dol form 5500 pension
Boston Trust Small Cap Retirement F	Boston Trust Walden Company	Public equity	$3.6M	Mar 31, 2023	Collective trust	Dol form 5500 pension
Lazard Emerging Markets Total Retur	Lazard Asset Management LLC	Public equity	$2.1M	Mar 31, 2024	103 12 ie	Dol form 5500 pension
Lazard Emerging Markets Total Retur	Lazard Asset Management LLC	Public equity	$2.0M	Mar 31, 2023	103 12 ie	Dol form 5500 pension
Afl-Cio Building Investment Trust	PNC Bank	Pooled vehicle	$497,510	Mar 31, 2023	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	PNC Bank	Pooled vehicle	$362,741	Mar 31, 2025	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	PNC Bank	Pooled vehicle	$353,353	Mar 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; 19 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$1.8M	Mar 31, 2025	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	5	$2.8M	Mar 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	47	$25.8M	Mar 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	41	$22.8M	Mar 31, 2025	Derived
Real estate (other than employer real property)	n/a	n/a	n/a	3	$1.6M	Mar 31, 2025	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
Cbiz Savitz	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
NEW England Pension Consulants	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
Jpmorgan Chase Bank, N.A.	Discretionary trustee	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
Cbiz Retirement Plan Advisory Services	actuary	Apr 1, 2022	Mar 31, 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
Artisan Multiple Investment Trust	n/a	Mar 31, 2025	n/a	yes	fact
Lazard Asset Management LLC	n/a	Mar 31, 2023	n/a	yes	fact
Jpmorgan Chase Bank, N.A.	Investment management	Apr 1, 2024	Mar 31, 2025	no	fact
Anchor Capital Advisors, Inc.	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact

Relationships

Manages for (4)

← Lazard Asset Management LLCInvestment consultant
Mar 31, 2023 to presentfactForm 5500
← Artisan Multiple Investment TrustManager with allocator capital
Mar 31, 2025 to presentfactForm 5500
← Anchor Capital Advisors, Inc.Manager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Jpmorgan Chase Bank, N.A.Investment consultantInvestment management
Apr 1, 2024 to Mar 31, 2025factForm 5500

Sponsors (1)

← Bot-Boston Plasterers&cement Mason Union Local 534 Pension FundPlan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (4)

→ Cbiz SavitzInvestment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ NEW England Pension ConsulantsInvestment consultantInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Jpmorgan Chase Bank, N.A.Investment consultantDiscretionary trustee
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Cbiz Retirement Plan Advisory ServicesInvestment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500

Dated events

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

Occurred
Mar 31, 2025
Holding in a pooled vehicle ended
Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund no longer reports Lazard Emerging Markets Total Retur (last held $2M at 2024-03-31; absent from the 2025-03-31 filing)
Lazard Emerging Markets Total Retur Form 5500observed 6 days ago
$2.1M

Show 4 bookkeeping events

Occurred
Apr 1, 2024
Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund funded ratio 90.6% -> 97.1% (2023-04-01 to 2024-04-01)
Occurred
Apr 1, 2024
Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund plan assets $44M -> $51M (+16.4%, 2023-04-01 to 2024-04-01)
Occurred
Mar 31, 2024
Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund total assets $44M -> $51M (+16.3%, 2023-03-31 to 2024-03-31)
Occurred
Apr 1, 2023
Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund funded ratio 83.8% -> 90.6% (2022-04-01 to 2023-04-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:66198026-a4f3-4de4-8734-612f0d9afbf1
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.