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Unite Here! Workers and Hospitality Employers Vdb Pension Trust

Allocators

Boston, MA

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Search this name across graphsid dfx:al:72a6b7fb-a9b8-4a54-8029-7999c2ef1a29

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, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 8
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: $169Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 98%
Participants: 6,063
Commitments: 12with an amount; holdings are counted apart
Managers: 6
Funds: 12
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 1
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
US Tips	State Street Global Advisors Trust	Fixed income	$19.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Nisa Inter Credit	Nisa	Private credit	$14.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell 3000 (r) Indx Nl Ctf Fd	State Street Global Advisors Trust	Pooled vehicle	$14.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
US Aggregate Bond	State Street Global Advisors Trust Company	Fixed income	$12.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Msci Eafe Index	State Street Global Advisors Trust	Pooled vehicle	$8.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Nisa Long Credit Cif	Nisa	Private credit	$7.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Artisan Multiple Investment Trust	Artisan Global Value Trust	Pooled vehicle	$7.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
State Street Reit Index Non-Lending	State Street Global Advisors Trust Company	Real estate	$3.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Daily Msci Emg Mkts Indx Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$3.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell 1000 Value	State Street Global Advisors Trust	Pooled vehicle	$3.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Kopernick Global Col Inv Trust	Brevan Howard US Investment Management LP	Pooled vehicle	$2.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Ssga Russell 1000(r) Growth Index N	State Street Global Advisors Trust	Pooled vehicle	$1.9M	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; 9 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	5	$8.6M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	20	$34.2M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	58	$97.9M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	16	$26.2M	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
Mekata Investment Group	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
US Bank	custodian	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Cheiron	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Peoples United Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Wilmington Trust	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
State Street Global Advisors Trust	n/a	Dec 31, 2024	n/a	yes	fact
Nisa	n/a	Dec 31, 2024	n/a	yes	fact
Brevan Howard US Investment Management LP	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (3)

← NisaManager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← Brevan Howard US Investment Management LPManager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← State Street Global Advisors TrustInvestment consultant
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← Board of Trustee Unite Here! WorkersPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (5)

→ CheironInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Peoples United BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Wilmington TrustInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Mekata Investment GroupInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500
→ US BankInvestment consultantcustodian
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Peoples United Bank no longer appears on Unite Here! Workers and Hospitality Employers Vdb Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
Peoples United Bank Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship started
US Bank appears on Unite Here! Workers and Hospitality Employers Vdb Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
US Bank Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Consultant changed
Mekata Investment Group appears on Unite Here! Workers and Hospitality Employers Vdb Pension Trust's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Mekata Investment Group Form 5500observed 6 days ago

Show 5 bookkeeping events

Occurred
Dec 31, 2024
Unite Here! Workers and Hospitality Employers Vdb Pension Trust total assets $137M -> $169M (+23.8%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Unite Here! Workers and Hospitality Employers Vdb Pension Trust plan assets $109M -> $136M (+24.8%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Unite Here! Workers and Hospitality Employers Vdb Pension Trust funded ratio 92.3% -> 98.0% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Unite Here! Workers and Hospitality Employers Vdb Pension Trust total assets $110M -> $137M (+24.7%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Unite Here! Workers and Hospitality Employers Vdb Pension Trust funded ratio 104.7% -> 92.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:72a6b7fb-a9b8-4a54-8029-7999c2ef1a29
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.