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AllocatorsPlantaft hartley100m-1b

South Florida Electrical Workers Pension Plan

Allocators

Phoenix, AZ

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Search this name across graphsid dfx:al:e4cce743-1d8f-4e99-af47-5b8b92aa5786

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, 2:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
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: $148Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 77%
Participants: 2,364
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
Ibew-Neca Equity Index Fund	Chevy Chase	Public equity	$47.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Ibew-Neca Equity Index Fund	Chevy Chase	Public equity	$27.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ibew-Neca Equity Index Fund	Chevy Chase	Public equity	$24.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Bnym-M Db Nsl Lc Growth Sif	BNY Mellon	Pooled vehicle	$16.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Bnym-M Db Nsl Lc Growth Sif	BNY Mellon	Pooled vehicle	$13.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Bnym-M Db Nsl Lc Growth Sif	BNY Mellon	Pooled vehicle	$10.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$3.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$2.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$2.8M	Dec 31, 2023	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; 20 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$522,004	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	18	$26.2M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	10	$14.8M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	45	$66.6M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	16	$23.2M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	10	$15.1M	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
Capfinancial Partners, LLC	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Captrust Advisors, 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
PNC Bank, National Association	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
Chevy Chase	n/a	Dec 31, 2024	n/a	yes	fact
Bahl & Gaynor Investment Council	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Boyd Watterson Asset Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Bank of New York Mellon	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Great Lakes Advisors	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Chevy Chase Trust	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Seizert Capital Partners	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (7)

← Chevy ChaseManager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← Seizert Capital PartnersManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Boyd Watterson Asset ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Great Lakes AdvisorsInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Chevy Chase TrustInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Bank of New York MellonInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Bahl & Gaynor Investment CouncilManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Trustees of South Florida Electrical Workers Pension PlanPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Captrust Advisors, LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ SegalInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ PNC Bank, National AssociationInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Capfinancial Partners, LLCInvestment consultantInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
Capfinancial Partners, LLC appears on South Florida Electrical Workers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Capfinancial Partners, LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Captrust Advisors, LLC no longer appears on South Florida Electrical Workers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Captrust Advisors, LLC Form 5500observed 5 days ago

Show 6 bookkeeping events

Occurred
Dec 31, 2024
South Florida Electrical Workers Pension Plan total assets $133M -> $148M (+11.0%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
South Florida Electrical Workers Pension Plan plan assets $119M -> $133M (+11.8%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
South Florida Electrical Workers Pension Plan funded ratio 73.1% -> 76.8% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
South Florida Electrical Workers Pension Plan total assets $119M -> $133M (+11.8%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
South Florida Electrical Workers Pension Plan plan assets $142M -> $119M (-16.1%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
South Florida Electrical Workers Pension Plan funded ratio 75.3% -> 73.1% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:e4cce743-1d8f-4e99-af47-5b8b92aa5786
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.