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AllocatorsPlantaft hartley<100m

Shopmen Local Union 502 Pension Plan

Allocators

Limerick, PA

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:ed208c74-0785-454c-87ac-04cf237c6902

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 6:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
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: $75.2Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 84%
Participants: 1,189
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 3
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 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; 13 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	6	$4.3M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$20,630	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	16	$12.3M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	73	$55.1M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	4	$3.1M	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
Boston Partners	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
National Investment Services	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Graystone Consulting Morgan Stanley	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Segal	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
The Segal Co. (eastern States) Inc.	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
Frank Santasiero, Fsa, Fca, Maaa	actuary	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
IDR Investment Management LLC	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
The Vanguard Group	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Shopmen Iron Workers Local 502 Board of Trustees Pension FundPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (7)

→ The Segal Co. (eastern States) Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Frank Santasiero, Fsa, Fca, MaaaInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ PNC Bank, National AssociationInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ SegalInvestment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Boston PartnersInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500
→ Graystone Consulting Morgan StanleyInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500
→ National Investment ServicesInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500

Manages for (2)

← The Vanguard GroupInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← IDR Investment Management LLCManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Graystone Consulting Morgan Stanley appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Graystone Consulting Morgan Stanley Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Consultant changed
Boston Partners appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Boston Partners Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Manager relationship ended
The Vanguard Group no longer appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
The Vanguard Group Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Consultant changed
National Investment Services appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
National Investment Services Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
IDR Investment Management appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
IDR Investment Management LLC Form 5500observed 5 days ago

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Shopmen Local Union 502 Pension Plan funded ratio 86.7% -> 84.2% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Shopmen Local Union 502 Pension Plan plan assets $84M -> $67M (-19.8%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:ed208c74-0785-454c-87ac-04cf237c6902
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.

Shopmen Local Union 502 Pension Plan

Allocators

Limerick, PA

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:ed208c74-0785-454c-87ac-04cf237c6902

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$4.3M

Dec 31, 2024

Derived

Non-interest-bearing cash

n/a

$20,630

Dec 31, 2024

Derived

Partnership/joint venture interests

n/a

$12.3M

Dec 31, 2024

Derived

Registered investment companies

n/a

$55.1M

Dec 31, 2024

Derived

Common stock

n/a

$3.1M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Boston Partners

Investment adviser

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

National Investment Services

Investment adviser

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Graystone Consulting Morgan Stanley

Investment adviser

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Segal

actuary

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

The Segal Co. (eastern States) Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

PNC Bank, National Association

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Frank Santasiero, Fsa, Fca, Maaa

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

IDR Investment Management LLC

Investment management

Jan 1, 2023

Dec 31, 2023

fact

The Vanguard Group

Investment management

Jan 1, 2022

Dec 31, 2022

fact